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.

Jennifer Roettgers is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2013. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of financial planning and portfolio management services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

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.

Jacquilyn Egholm is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Robert W. Baird since 2014. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and other advisory services, supported by internal research and a mix of manager-traded and model-traded strategies.

William Morse is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, he worked at B. C. Ziegler And Company for eight years. He is active in his community, serving on the Vestry and outreach committee of Trinity Episcopal Church in Wauwatosa, WI. Stifel serves a diverse range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation.

David Klapatch is a Series 66-licensed financial advisor with LPL Financial in Brookfield, WI, bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously operated Klapatch Wealth Management, LLC since 2010, alongside experience at SII Investments, Inc. and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services including financial planning and model portfolio programs, leveraging both proprietary and third-party resources across discretionary and non-discretionary strategies.

Justin Weil is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Landmark Credit Union, UMB Fund Services, and Northwestern Mutual. Outside of his advisory role, he has been involved with Bigler Sports. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Rachel Lazewski is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has been with Robert W. Baird since 2016 and holds a Series 66 designation. She 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 consulting and portfolio management services using a combination of in-house and third-party strategies, including traditional and non-traditional investment approaches.

Amy Williams is a CFP®, ChFC®, and holds a Series 66 license. She has 16 years of industry experience and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Patrick Marynowski is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at BMO Bank N.A. and Buffalo Wild Wings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational tools and a broad network of advisors.

Steven Russ is a financial advisor with Robert W. Baird & Co. Inc. in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, Russ serves on the boards of several nonprofit and religious organizations, including Congregational Home, Inc., and First Congregational Church of Wauwatosa, where he participates in finance and investment committees. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and nonprofit clients, providing tailored financial planning and portfolio management services through a mix of in-house and third-party managers.

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 financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2020, previously serving at UW Credit Union since 2015. In addition to advisory work, he is a licensed notary. 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 provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and a broad platform of financial products.

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.

Patrick Bernauer is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. His prior work includes positions at Baker Tilly and several roles at the University of Minnesota - Twin Cities. Baird is a large institutional firm with approximately $394 billion in regulatory assets under management as of December 31, 2025. The DDK Group within Baird’s Private Wealth Management department serves individual, corporate, pension, and charitable clients, offering services such as financial planning, portfolio management, and separately managed account programs.

Peter Dahlquist is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He previously worked at Waddell & Reed, Inc. from 2004 to 2021. Dahlquist is also involved with the Ake L. Dahlquist Scholarship Memorial Fund. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 from 2014 to 2019. Outside of advising, he serves as an office administrator for a construction contracting business, handling permitting and payroll functions on a part-time basis. Fisher Investments serves a diverse client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management with a centralized, research-driven investment process and a global approach to risk management.