Alexandra Ebert is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL in 2025, she worked at Wintrust Wealth Management for eight years and spent one year at Town Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services supported by model portfolios, third-party asset managers, and institutional platforms.

Judson Platz is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Robert W. Baird since 2006. He 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 financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Andrew Lien is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2005. Outside of his advisory role, he is a passive investor in DMS Supplements LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, using a combination of in-house and third-party managers and offering various investment strategies including traditional and non-traditional allocations.

Keith Black is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Baird in 2025, he worked at Heritage Investment Services, Inc. and Commonwealth Financial Network for 17 years, and Edward Jones for one year. He is a notary public and has ownership interests in Heritage Investment Services, Inc. Baird’s DDK Group serves a diverse client base including individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, supported by internal research and investment professionals.

Joshua Konkel is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is active as a non-variable insurance agent for Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and various institutional entities. The firm employs a model-driven investment approach, emphasizes access to third-party asset managers, and provides non-securities services such as affiliated trust and insurance offerings.

Adam Klimas is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America and PRUCO Securities, LLC. Klimas serves as president of the Paradise Hills Home Owners Association, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation through third-party portfolio strategists and offers financial planning, asset manager access, and insurance product sales.

Paula Jensen is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. She holds the Series 66 designation and has been with Baird since 2010. Outside of her advisory role, she is involved as an owner and bookkeeper in several non-investment businesses, including Cedar Wings and Wash Pro Systems. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research, including the use of artificial intelligence, and maintains nearly $394 billion in regulatory assets under management as of December 2025.

Andrew Kastenholz is a financial advisor with LPL Financial in Menomonee Falls, WI. He holds Series 63 and Series 66 credentials and has 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BMO Harris Financial Advisors, Inc. from 2015 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by a network of over 22,800 advisors.

Scott Greening is a CFP® with 14 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes roles at Thrivent Financial and UBS Financial Services. He is also the Chief Investment Officer of Pinnacle Wealth Management and RBG Ventures LLC, two support companies he owns in Hartland, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support tailored client recommendations.

Julie Peterson is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 66 designations and has 32 years of industry experience, including 10 years at Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

William Strey is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and previously worked for General Finishes for six years. Outside of his advisory role, he serves as treasurer for the Twin Lakes Chamber of Business Association and its foundation and presents community seminars at Wilmot High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs delivered through a network of Investment Adviser Representatives and utilizes third-party asset managers and LPL-sponsored programs.

Michael Driscoll is a financial advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at several firms including HUB International Investment Services, Global Retirement Partners, Sheridan Road Advisors, and Principal Financial Services. Driscoll has also been involved with Sheridan Road Advisors and HUB Retirement and Wealth Management in investment advisory roles. 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, and institutional platforms, supported by extensive research and operational tools.

Caleb Keshemberg is a financial advisor at Stifel with nine years of industry experience. He has worked at Stifel since 2018 and previously was with B.C. Ziegler and Company and operated as a self-employed advisor. Outside of his advisory practice, he offers private basketball lessons and coaching. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jacob Reinhart is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor AXA Advisors, and serves as a board member of the Holy Apostles Church Investment Advisory Board. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party asset managers, delivering services through a network of Investment Adviser Representatives.

John Denecke is a ChFC® credentialed financial advisor with 40 years of industry experience, currently serving at Thrivent Investment Management in Milwaukee, WI. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a committee member on the Village of Brown Deer Finance and Personnel Committee, where he participates in reviewing financial updates and budgetary matters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers integrated planning and managed-account options under consolidated billing.

Jordan Bonnett is a financial advisor with Edward Jones in Sussex, WI, holding the ChFC® and Series 66 designations and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Doughty is a CFP® with 30 years of industry experience, currently advising at Raymond James Financial Services Advisors. His career includes roles at Gentian Financial, Alliance Wealth Management Mequon, and Raymond James. Outside of advising, he is an author focusing on personal development and serves as a board member of The River Club of Mequon. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nicolas Miselem is a financial advisor with Ameriprise Financial Services in Pewaukee, WI, holding a Series 66 credential and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his financial career, he is a musician who writes, records, and mixes electronic music as a hobby, distributing it through streaming services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored planning and recommendations focused on reliable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Jody Chalhoub is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2010 and was previously with Robert Baird & Co. from 2004 to 2010. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Timothy Dwyer is a financial advisor at OSAIC with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at OSAIC since 2018, following prior roles at Signator Investors, Inc. and Robertson Ryan & Associates. He serves as chairman of the Endowment Committee for Mother of Good Counsel Church and School, overseeing investment meetings twice annually. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a variety of managed account programs.