Dena Guthrie is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2018. Prior to her current role, she worked at Port Washington High School and held positions at Baskin Robbins and Concordia University Wisconsin. Robert W. Baird’s DDK Group, where Guthrie works, serves individuals including high-net-worth clients, 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, supported by internal research and technology including artificial intelligence.

Anthony Pecoraro is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at BMO Harris Financial Advisors and Morgan Stanley. He is based in Whitefish Bay, WI. 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, third-party asset management, and institutional platforms.

Casey O'gorman is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Before joining Osaic in 2024, he worked at Woodbury Financial Services for 18 years and Mony Securities Corporation for one year. He serves as a board member for the Fellowship of Christian Athletes and Westmoor Country Club. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of advisory and brokerage services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, with options for discretionary management, third-party managers, and proprietary strategies.

Lindsey Kreske is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2023. Prior to this, she spent 18 years at Ameriprise Financial Services, Inc. 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 supports a wide range of investment approaches through a large network of investment adviser representatives.

William Hensien is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

David Price is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He previously worked at Russell Financial Services for 13 years and Allspring Funds Management, LLC for four years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Antony Close is a financial advisor at Stifel with 21 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gregory Thomson is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He has been with Robert Baird since 1994 and holds Series 63 and Series 65 licenses. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, and custody and brokerage services.

Kristopher Marlis is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, with a brief period at Wells Fargo Clearing Services, LLC. Outside of his advisory role, he owns and manages a rental property in Hartland, 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 a range of clients including individuals, high-net-worth clients, and institutions.

Pamela Stubler is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at LPL Financial since 2018 and has a long tenure with Johnson Bank dating back to 1992. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Samuel Giordano III is a financial advisor with OSAIC in Pewaukee, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc., and he has been associated with Financial Decisions Group since 2002. Giordano is also a commissioned Notary Public in Wisconsin. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Jason Willms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has been with Thrivent and its related entities since 2020, including roles at Carr Services and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across various financial topics without discretionary portfolio management, combining goal-based analysis with an option to integrate managed accounts under a consolidated billing program called WealthPlan.

Elizabeth Baird is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding a Series 66 designation and six years of industry experience. She joined Baird in 2020 after working at Marquette University and the YMCA of Greater Waukesha County. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a combination of manager-traded and model-traded strategies as well as internal research tools in client advisory.

Andrew Mueller is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC and Lad Lake Inc. He volunteers with Secure Futures and periodically teaches teenagers basic financial concepts. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Edwin Wincek is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Wincek is involved in non-variable insurance activities related to fixed life insurance through Prudential Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Kathryn Braun is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Peter Merritt is a financial advisor with Raymond James Financial in Waukesha, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Baird, Tesla, Apple, and Piggly Wiggly. He is also the owner of an online skin care business, Beatific LLC. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through various advisory programs and specialized services.

Blake Durbin is a financial advisor at Edward Jones in Slinger, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Vizance, Sherwin Williams, Associated Bank, and Dick's Sporting Goods. Outside of finance, he has been involved with the Wisconsin Fishing Expo for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Carol Galewski is a financial advisor with Robert W. Baird & Co. in Waukesha, Wisconsin, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and previously spent time at Sikich. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, 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 use of internal research and tools.

Kathryn Fisher Davies is a Series 66 licensed advisor with Robert W. Baird & Co. in West Bend, WI, where she has worked since 2000, totaling 26 years of industry experience. She serves as a board member of the Holy Angels School Trust Fund, overseeing investment policy and performance reviews for the charitable fund. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with ongoing investment monitoring and research.