Patrick Meister is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 credential and has held prior roles at BMO Harris Bank, Bank Five Nine, and Woodbury Financial Services Inc. Meister is also involved with Physicians Mutual in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning.

Robert Groth is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks from 2013 to 2018. He also owns and operates Groth Accounting, Inc., a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and various portfolio management options.

Jeffrey Rotfeld is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Alison Aquino is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 2006. Outside of her advisory role, she serves as a trustee for two family trust accounts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Benjamin Hoppenrath is a financial advisor with Ameriprise in Lake Mills, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Finance for St. Paul's Church and School in Lake Mills and is an assistant volleyball coach at Lakeside Lutheran High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research and modeling with tax-efficient strategies to support client retirement goals.

Nadya Tenges is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has worked at Baird since 2024. Her prior experience includes roles at New York Life Insurance Company and several positions outside the financial industry. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and alternative investment strategies.

Brandi Hahn is a financial advisor at Osaic with four years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services Inc. and BMO Harris Bank. Outside of advising, she serves as an administrative assistant at D&L Financial Advisors LLC and acts as a licensed life insurance and funeral trust agent. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Anna Jaeger is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at Robert W. Baird & Co. since 2020, following roles at Midland Financial Advisors and Cedarpoint Investment Advisors, Inc. Jaeger is also licensed in insurance, though this represents a minor part of her business. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and investment strategies including separately managed accounts and tax-management features.

James Richter is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services LLC and Waukesha State Bank. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides tailored financial planning and portfolio management services using a range of strategies including discretionary management and separately managed accounts.

Andrew Low is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he owns a custom woodworking business and serves as the head varsity boys' basketball coach at Lake Country Classical Academy. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Christopher Brackman is a CFP® professional with 35 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He has been affiliated with Cambridge Investment Research since 2000. Outside of his advisory role, he works as an independent insurance agent and serves as a councilman for Reformation Evangelical Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers multiple platform options and proprietary model strategies, with services tailored to client objectives through a network of independent Financial Professionals.

Toniette Flint is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing six years of industry experience. She previously worked at First Bank Financial Centre before joining Thrivent in 2019. Outside of her advisory role, Flint serves as Vice President of the Johnson Creek Historical Society and is a Development Board member for Safe Families for Children Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that addresses a range of financial topics but does not include implementation or discretionary portfolio management.

Erin Ulicki is a financial advisor with Edward Jones in Hartland, WI, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and also operates Ulicki Strategy LLC, which she founded in 2013. Erin founded The Table, a networking group for female financial advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Julie Starchevich is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2014 and holds the Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Micah Bloom is a financial advisor at RBC Capital Markets with two years of industry experience. He previously worked at Fidelity Investments and has held roles in diverse sectors including medical staffing and retail. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers customized advisory programs with discretionary and non-discretionary portfolio management, utilizing a combination of in-house and third-party investment managers.

John Pelletier is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held positions at BMO Harris Financial Advisors, Inc. and BMO HARRIS Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Stephen Barnes is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His career includes over two decades with Waddell & Reed, Inc. and experience with Kaplan Financial. Barnes has also been involved with local organizations such as the Waukesha County Business Alliance and the Waukesha YMCA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources alongside discretionary and non-discretionary management options.

Harry Mewes is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2006, including roles at Cetera Investment Services LLC from 2006 and Waukesha State Bank since 2000. Outside of advisory services, he is involved in the sale of fixed insurance products through Waukesha State Bank's insurance agency and makes occasional referrals to wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary programs, and diverse account structures.

Gena Friend is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2007. Gena is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Todd Sivak is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for MML Investors Services and MassMutual Life Insurance Company for 19 years. He is also an agent for fixed annuities through GBU Financial Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting services through a national network of investment adviser representatives.