Nicholas Weix is a financial advisor with Principal Financial Services based in Oconomowoc, WI. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Lake Country Financial Services and Principal Life Insurance Company. He also sells fixed insurance products, including fixed annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and referral arrangements.

Trevor Skaggs is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, Merrill, Merrill Lynch, and Northwestern Mutual. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using both in-house and third-party investment managers.

Zach Lindsley is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and previously worked at US Bank and Bank Five Nine. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and uses a range of investment strategies tailored to client goals and risk tolerances.

Scott Keith is a financial advisor at Robert W. Baird & Co. with 36 years of industry experience. He has been with Robert W. Baird since 2003 and holds a Series 63 designation. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, using a range of traditional and complex investment strategies.

Ryan Furrer is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021 and has been associated with BMO Harris Financial Advisors since 2021. Furrer holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Timothy Duchow is a financial advisor with Robert Baird & Co. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory role, he is an owner and landlord of two separate entities, CGS Capital LLC and BCGS Capital LLC. 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, and institutional clients. The group offers customized financial planning and portfolio management services using a range of investment strategies and manager options.

Gregory Buxa is a Series 66-licensed financial advisor with 13 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management in Oconomowoc, WI. He has maintained a condo used to support his mother-in-law, reflecting involvement in family-related activities outside his advisory role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Aurelio Callope is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. His prior work includes roles at Banco Services Inc. and LPL Financial, each for nine years, and he currently serves as club secretary for the Whitewater Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors.

Ross Kopfer is a financial advisor with Robert Baird & Co. in Oconomowoc, Wisconsin. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, having worked with Robert Baird & Co. since 1993. Ross 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Wendy Petersen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Keller Williams and has experience with Door Dash and Cielo Talent. Outside of finance, she is involved in managing vacation rental properties and serves as a Sunday School co-director at St. Paul's Lutheran Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, along with affiliated mutual funds and tax-efficient services.

Michael Williams is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at their Watertown, WI office. Williams also serves on the Board of Directors for Buckets for Hunger in Oregon, WI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Wendt is a financial advisor with LPL Financial in Johnson Creek, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior experience includes nine years at Cambridge Investment Research Advisors and five years at Investment Centers of America. He is also involved in insurance agency work and serves on the investment committee of Badger Bank. 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 offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with discretionary and non-discretionary management and access to model portfolios and third-party research.

Zachary Arndt is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds a Series 66 designation and has been with Baird since 2017, previously working at Acuity Insurance. Outside of his advisory role, he is involved as an owner of Small World Threads LLC and works in a bartending capacity for Milwaukee World Festival Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Amy Baumhofer is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and previously worked for the Archdiocese of Milwaukee and the City of Saint Paul Police Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Thomas Moore is a financial advisor at Edward Jones with 21 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Outside of his advisory role, he is the owner of Tommy Boy LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

James Allan is a financial advisor at OSAIC with three years of industry experience. He holds the Series 66 credential and has previously worked at firms including Edward Jones, Thrivent Financial, and Ollie's Bargain Outlet. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports diverse portfolio management strategies across multiple investment products.

Benjamin Tamms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has worked at Thrivent Financial since 2019 and previously held positions at Fis and Home Path Financial. Outside of his advisory role, he serves as Vice President of Finance for the Milwaukee chapter of the American Marketing Association, where he oversees account reconciliation and membership tracking. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s services include retirement, tax, estate, and special needs planning, delivered through financial advisors who update plans periodically.

Gregory Hatzinger Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has held roles at Edward Jones since 2020. His prior work includes positions in fitness and aquatics as well as property rentals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Darren Boyce is a financial advisor with Robert W. Baird & Co. holding a Series 66 credential and has accumulated one year of industry experience. His previous roles include positions at ISP Capital Markets, Quad, and Marshall & Stevens Incorporated. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

Logan Ruesch is a financial advisor at Edward Jones in Ft Atkinson, WI, holding a Series 66 designation. He has been with Edward Jones since 2024, with prior experience at firms including Northwestern Mutual and Burtness. Outside of finance, he worked at Oconomowoc Golf Club for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets with a nationwide network of more than 23,700 advisors.