Robert Di Donato II is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ty Rafn is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has held various roles since 2016, including positions at WestPoint Financial Group and Joe Tamm State Farm. Outside of his advisory work, he is also employed at a bar and grill in Cedarburg, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Paula Burns is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She previously worked at Robert W. Baird and Company from 2010 to 2018 before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by notable capital markets and affiliated asset management capabilities.

Colin Indermuehle is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. His prior work history includes roles at Morgan Stanley Private Bank, N.A. and Schreiber Foods, along with periods of full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and emphasizes an advisory role without providing individual security recommendations as part of standalone planning.

William Morse is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to Stifel, he worked at B. C. Ziegler and Company for eight years. He is involved with Trinity Episcopal Church in Wauwatosa, WI, serving on the Vestry and participating in the outreach committee and Sunday volunteer activities. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

David Klapatch is a financial advisor with LPL Financial in Brookfield, WI, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at LPL Financial since 2018 and concurrently manages Klapatch Wealth Management, LLC, which he established in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven solutions.

Justin Weil is a financial advisor with LPL Financial based in Mequon, WI, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at UMB Fund Services and Northwestern Mutual, as well as involvement with Bigler Sports. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from internal and third-party sources.

Jason Cherny is a financial advisor with Merrill in Mequon, WI, holding a Series 63 designation and 38 years of industry experience. He has worked with Merrill since 1996 and also has 15 years of experience at Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Rennicke is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at West Bend Insurance Company for seven years. Rennicke also has experience as an associate at Gentian Financial, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Andrew Kroll is a Series 66 licensed financial advisor with LPL Financial, based in Wauwatosa, WI, with six years of industry experience. He has worked at LPL Financial since 2020 and has been associated with UW Credit Union since 2015. Outside of advisory activities, he serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Peter Ament is a financial advisor with Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 1992 and is also associated with Nmis since 2001. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through various portfolio management and overlay solutions.

Michelle Oldham is a financial advisor with Robert Baird & Co. in West Bend, WI, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her prior roles include positions at Securities America Advisors, Thrivent Financial, and The Prudential Insurance Company of America. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporations, pensions, profit-sharing plans, and charitable organizations. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, tax management, direct indexing, and ongoing manager oversight to provide a broad range of financial planning and investment services.

Margaret Edmunds is a CFP® professional with 22 years of industry experience. She is currently with Raymond James & Associates and previously worked at Robert W. Baird for 10 years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting services supported by a nationwide adviser network.

John Maguire is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lazard Asset Management LLC and Lazard Asset Management Securities LLC for five years. Outside of his advisory role, he serves as an office administrator for Maguire Projects and Development LLC, a construction contracting business. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors. The firm utilizes a centralized investment approach combining quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

Mark Pittleman is a financial advisor at OSAIC with 40 years of industry experience. He spent four decades at Lincoln Financial Advisors before joining OSAIC in 2025. Outside of his advisory role, he serves as a board member of Anshe Sfard Kehillat Torah synagogue in Milwaukee and manages an office building through his ownership of AJC Realty, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Margaret Spada is a CFP® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2009, totaling 16 years of industry experience. She is based in Brookfield, WI. Outside of her advisory role, she has participated in guest welcoming and wine tasting events at a winery in Skaneateles, NY. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ashley Gaszak is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at JPMorgan Chase Bank in Wisconsin beginning in 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s process integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Peter Nordenberg is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 15 years of industry experience. He is also associated with Gentian Financial, Inc., where he assists in managing daily operations, leads security research, and shares client relationship responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm’s approach involves tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supported by a large network of advisors and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Michael Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting corporate executives and business owners with comprehensive wealth management and retirement planning services. His client focus areas include corporate executive services, family wealth management strategies, institutional and corporate benefit services, investment consulting for defined contribution plans, small business strategies, and retirement income. Michael holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree from St Mary's University of Minnesota and completed an Accredited Certificate Program at The Wharton School. His approach involves clarifying clients' goals and constraints to design coordinated financial plans that distinguish between wealth accumulation and distribution. Beyond his professional work, Michael is involved in community service through his volunteer efforts with SecureFutures, a non-profit focused on financial literacy for high school students. He has contributed to the organization as a member of their annual investment conference committee and finance committee, as well as serving as a board director, classroom volunteer, and one-on-one coach. Michael resides in Mequon, WI with his wife Lisa.

April Leffingwell is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of strategies from traditional allocations to complex approaches involving private funds and real assets.