George Galewski is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Robert W. Baird since 2015 and previously spent 17 years at UBS Financial Services. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with an emphasis on ongoing manager selection and internal research.

Paul Westphal is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RW Baird. Outside of his advisory role, he serves on the board of directors for the Milwaukee Rotary and provides financial guidance to a startup business focused on girls' hair accessories. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and advisory programs that integrate in-house and third-party investment managers, with a range of options including tax management and responsible investing.

Suzanne Carney is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as chair of the board for the Menomonee Falls Farmers Market in Menomonee Falls, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Kimm Schmitz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Their work history includes roles at PFS Investments Inc., MAP & Associates, Primerica Financial Services, Quigley Tax Service, and serving in the Town of Polk. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

Randal Leonard is a financial advisor with Robert Baird & Co. in Mequon, WI, holding a Series 63 designation and over 41 years of industry experience. He has been with Robert Baird & Co. since 1984. 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 firm provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across various investment strategies.

Eric Brown is a financial advisor with LPL Financial in Richfield, WI, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at several firms, including Investment Centers of America, Richardson Capital Management, and The Mutual Fund Store. Outside of his advisory role, he serves as a local school board member. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with model portfolios and technology tools while overseeing substantial discretionary assets nationwide.

Jordan Jacobs is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes multiple roles at Baird since 2017, as well as prior positions at Concordia University Wisconsin, Newport Shores, and Draught Specialties. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Katie Jackson is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Robert W. Baird. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Robert Wright is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Mark Wildeman is a financial advisor with LPL Financial in Waukesha, WI, holding a Series 66 credential and 27 years of industry experience. His prior roles include positions at Waddell & Reed, Cincinnati Life, and Chase Investment Services. Wildeman has also been involved with Fox River Christian Church for over a decade. 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 portfolios, and institutional platforms, supported by a broad network of investment adviser representatives.

Lori Mayer is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2008. Outside of her advisory role, Mayer is involved in independent consulting for several skincare and wellness direct sales businesses, including PRUVIT, Ever Skincare, and L'Bri Pure n' Natural. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies, utilizing both in-house and third-party managers.

Justin Eigner is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Eigner holds ownership interests in two investment-related firms, Heritage Private Wealth LLC and NSWealth, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and utilizes Wells Fargo research and tools to develop tailored recommendations, with implementation options through various brokerage and advisory programs.

Daniel Lukes is a financial advisor with Wells Fargo Clearing in Mequon, WI, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. and Office Depot OfficeMax. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Anthony Carini is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and SII Investments. Carini is the president and founder of Diversified Wealth Strategies, LLC, and also delivers financial education seminars through the Foundation for Financial Education, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Derek Thiel is a financial advisor with J.P. Morgan Securities in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering advisory services alongside affiliated brokerage and investment management capabilities.

Dawn Boegel is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley and Robert Baird & Co. Outside of her advisory role, she has been involved in real estate ownership unrelated to investment advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services with a focus on dependable income sources and tax-aware withdrawal strategies.

Roger Gervais II is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He has been with Robert Baird since 2009 and holds a Series 66 designation. Outside of his advisory role, he is also an author. Robert Baird’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations by providing tailored financial planning and portfolio management services. The group offers a range of strategies, including discretionary management and separately managed accounts, utilizing both in-house and third-party managers.

Thomas Ewig is a financial advisor with LPL Financial, holding a Series 66 license and six years of industry experience. His prior roles include positions at Mutual of America Financial Group and Securian Financial Services. Outside of his advisory work, he has served as a basketball and softball official since 2017. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Connor Young is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previous experience at Thrivent Financial, Carr Services LLC, Northwestern Mutual, CJW Inc, and Wisconsin Lutheran College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services under its WealthPlan option, focusing on a broad range of financial topics through a network of financial advisors.

Michael Struebing is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 credential and has been with Merrill since 1999, also serving Bank of America since 2011. Outside of his advisory role, he is a fiduciary with power of attorney responsibilities for EMS, an investment-related entity based in Waukesha, Wisconsin. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.