Judson Platz is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Robert W. Baird since 2006. 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 institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Steven Romagna is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning back to 2009. Romagna also has ownership in a tax preparation service that caters to select clients. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. Its advisors deliver tailored recommendations using proprietary research and tools, with clients having flexibility in implementing those recommendations.

Paula Jensen is a financial advisor with Robert W. Baird & Co. in Colgate, Wisconsin, holding a Series 66 designation and 14 years of industry experience. She has been with Robert W. Baird & Co. since 2010. Outside of her advisory role, she is an owner and bookkeeper for several small businesses, including Cedar Wings and Wash Pro Systems. 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, and institutional clients. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Andrew Kastenholz is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Bmo Harris Financial Advisors, Inc. from 2015 to 2021. Since 2021, he has been with LPL Financial in Menomonee Falls, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Julie Peterson is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 66 designations and has 32 years of industry experience, including 10 years at Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Michael Driscoll is a financial advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His career includes roles at HUB International Investment Services, Global Retirement Partners, LLC, and Sheridan Road Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Caleb Keshemberg is a financial advisor at Stifel with eight years of industry experience. He previously worked at B.C. Ziegler and Company and was self-employed before joining Stifel. Outside of his financial advisory work, Caleb provides private basketball lessons and coaching. Stifel serves a diverse client base, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

John Denecke is a ChFC® credentialed financial advisor with 40 years of industry experience, currently serving at Thrivent Investment Management in Milwaukee, WI. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a committee member on the Village of Brown Deer Finance and Personnel Committee, where he participates in reviewing financial updates and budgetary matters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers integrated planning and managed-account options under consolidated billing.

Christopher Doughty is a CFP® with 30 years of industry experience, currently advising at Raymond James Financial Services Advisors. His career includes roles at Gentian Financial, Alliance Wealth Management Mequon, and Raymond James. Outside of advising, he is an author focusing on personal development and serves as a board member of The River Club of Mequon. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

William Randall is a CFP® professional affiliated with Cambridge Investment Research Advisors, with 40 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously spent 15 years with Linsco/Private Ledger. Randall serves as president and financial advisor of Randall Wealth Management, where he is also an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent advisors, employing a variety of portfolio management strategies and platform arrangements.

Jody Chalhoub is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Paul Baldino is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2012, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, Baldino serves as a board member for the Milwaukee Community Sailing Center and assists with tastings at Waterford Wine. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering access to multiple third-party asset managers and tailoring services based on individual client goals and risk tolerance.

Randy Roesler is a financial advisor with Cetera, holding a Series 63 designation and over 34 years of industry experience. He has been with Cetera and its affiliate firms since 2013. Roesler serves as a principal and OSJ for Roesler and Associates Wealth Management, where he focuses on insurance, tax planning, investments, retirement, and estate planning. He is also a board member of a homeowners association in Franklin, WI. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, and access to various program structures and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

Timothy Koepke is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He previously worked at Robert W. Baird for 15 years and Wells Fargo Clearing Services LLC for four years. Koepke is the owner of Koepke Asset Management LLC and holds a partial ownership interest in Heritage Private Wealth LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients using a broad range of planning tools and research. The firm offers specialized services including retirement, education, business-owner transition, and special-needs planning, delivering tailored recommendations through meetings and client summary letters.

Lisa Hammer is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is a board member of the Washington County Historical Society Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria.

Deborah Cecsarini is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Mequon, WI, where she has worked for seven years. Prior to joining Baird, she held various roles in theatre and audio production and has maintained a freelance voice-over and acting business since 2003. She also serves as an investment committee member for the Milwaukee Repertory Theatre. The DDK Group at Robert W. Baird & Co. serves individuals, businesses, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines internal research, manager-traded strategies, and tax-management tools to deliver tailored wealth management solutions.

Martin Fahler is a financial advisor with LPL Financial based in Germantown, WI. He holds a Series 63 designation and has 26 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.

Benjamin Maas is a financial advisor at LPL Financial with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at LPL Financial since 2022. Prior to this, he was employed at BMO Harris Bank and has experience in various roles including positions at Jimmy Johns and Pick N Save. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Jacob Becker is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017, following five years at Scottrade Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Egija Bruge is a Series 66-licensed financial advisor with Morgan Stanley in Mequon, Wisconsin, where she has worked since 2015. She has 12 years of industry experience. Outside of her advisory role, she serves as the Board Treasurer for the Wisconsin Latvian Cultural Foundation Inc., a community organization based in Milwaukee. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a comprehensive investment approach.