Ashley Strickland is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, leveraging manager selection, internal research, and a combination of manager-traded and model-traded strategies.

Timothy Prasch is a CFP® professional with 32 years of experience in the financial industry, currently advising at Wells Fargo Advisors since 2025. He previously worked within Wells Fargo's affiliated entities from 2009 to 2025. Outside of his advisory role, he manages a band, assisting with coaching, booking shows, and marketing through his ownership of related LLCs. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing a broad range of planning tools and niche expertise while integrating advisory services with other financial products and referral channels.

Matthew Sternkopf is a financial advisor with LPL Financial in Germantown, WI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He previously worked at Cetera Advisor Networks LLC for four years before joining LPL Financial in 2018. Outside of his advisory role, he operates a non-variable insurance business related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of a large advisor network.

David Demore is a CFP® with 21 years of experience in the financial services industry. He is currently with OSAIC, having joined the firm in 2024 after seven years at Woodbury Financial Services and four years at SII Investments. Outside of his advisory role, he owns an online guitar and music equipment sales business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a range of asset-allocation tools and multiple third-party platforms to construct and manage portfolios across various investment types.

Bradley Sanborn is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has been involved in restaurant operations and worked in financial planning under a DBA affiliated with LPL. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Ashley Anderson is a financial advisor at Robert Baird & Co. with six years of industry experience. She has been with Baird since 2018 and previously worked at the University of Wisconsin-Madison. Outside of her advisory role, she is also a yoga instructor at The Heart Revival Center for Yoga. Baird’s DDK Group, where Anderson practices, advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Melinda Wacker is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She worked at B.C. Ziegler and Company from 2016 to 2018 before joining Stifel in 2018. Outside of her advisory role, she serves as a Notary Public in Wisconsin. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Daniel Mckelvey is a financial advisor with LPL Financial in Grafton, WI, holding Series 63, 65, and 66 licenses and with 34 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Inc., Investment Centers of America, and ON Investment Management CO. He serves on the boards of the Grafton Lions Club and the Grafton Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing a combination of proprietary models, third-party subadvisors, and customized strategies.

Peyton Janto is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and began his career at Wells Fargo Clearing before joining Wells Fargo Advisors. Outside of his advisory role, he serves as an assistant track and field and cross country coach for the West Bend School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Anthony Jasen is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has worked at Woodbury Financial Services Inc. for 23 years and founded Jasen Wealth Advisors, LLC, which he has operated for 12 years. He is also a notary in West Bend, WI, and involved in various business entities unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced technology tools.

John Plumley is a financial advisor at Equitable Advisors with 16 years of industry experience. He has held roles at Equitable Advisors since 2010 and previously worked at AXA Advisors, LLC. Outside of his advisory work, he serves as President and Founder of the MPD Mounted Patrol Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a network of Investment Adviser Representatives and offers a range of advisory programs, often implemented through third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Samuel Kirk is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Charles Schwab. He has worked at Charles Schwab since 2017, with a brief tenure at Fidelity Brokerage Services LLC in 2019. His background also includes roles outside the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage and custody services within an integrated structure.

Donovan Fahler is a financial advisor with LPL Financial in Germantown, Wisconsin. He holds a Series 66 designation and has been with LPL Financial since 2024. Prior to his advisory role, he worked at Target Corporation and Panera Bread Co. for a combined total of seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Carbol is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2015, as well as Avantax Investment Services from 2020 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it maintains oversight through affiliated and unaffiliated sub-advisers.

Brady Weas is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. Prior to this, he was involved with Juiced Juicery in 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

John Hopp is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise and Sii Investments. He operates under the DBA H&H Wealth Management for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Penny Shelander is a financial advisor with Edward Jones in Port Washington, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2008. 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, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Richard Pesich is a financial advisor with Stifel in West Bend, Wisconsin, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Stifel since 2018 and was previously with B.C. Ziegler and Company from 2016 to 2018. Outside of his advisory role, Pesich is also active as a vocalist in musical entertainment. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to provide forward-looking asset allocation and planning analyses.

Robert Shirley is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Travis Surita is a CFP® credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mayville Engineering Company, Rockwell Automation, and Alto-Shaam, Inc. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.