Patrick McMahon is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at CUNA Mutual Group, Wells Fargo Advisors LLC, and Robert Baird & Co. He is also involved with the Investor Guidance Center, a business related to his work at LPL. 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 range of advisory and brokerage services supported by various investment platforms and tools, with a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Tyler Briggs is a financial advisor at RBC Capital Markets with 18 years of experience in the industry. He holds a Series 66 designation and has worked at firms including City National Bank, Robert W. Baird, and UBS Financial Services. Outside of his advisory role, he serves as a committee member for the Greater Milwaukee Foundation and holds leadership positions in the Thiensville-Mequon Rotary Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to individual and institutional clients through multiple advisory programs. The firm offers tailored portfolio management and financial planning solutions, leveraging a mix of in-house and third-party investment managers and a variety of account structures.

Gilbert Cervelli is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering both traditional and complex investment strategies.

Derek Johnson is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2011, with prior experience at MassMutual Life Insurance Company and Mass Mutual Investors Services. He also serves as a non-public arbitrator for FINRA. 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. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients able to choose how to implement those recommendations.

Brandon Hall is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of Cedarburg Baseball Inc., a community organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, and institutions. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Dennis Mccormick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. His career includes roles at Wells Fargo Bank, LPL Financial, and BMO Harris Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary in its advisory capacity.

Troy Hanson is a financial advisor with KDHH Investments LLC and holds 25 years of industry experience. He has been affiliated with Kieckhafer, Dietzler, Hauser LLP since 1993. KDHH Investments LLC provides investment advisory and financial planning services to a small client base, primarily high-net-worth individuals. The firm operates a wrap-fee program and integrates tax and accounting considerations into its advisory work through its organization as an accounting firm.