Thomas Mayer is a financial advisor with Mass Mutual Investors Services in Glendale, WI, holding a Series 63 designation and 51 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and with MassMutual Life Insurance Company since 1972. Outside of his advisory role, he is involved as an officer in a family farm and a member of a property rental business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual financial planning engagements using firm-approved analytical tools.

Paul Tereshchenko is a financial advisor at LPL Financial in Brookfield, WI, holding a Series 66 designation with 20 years of industry experience. He previously worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Samantha Sparks is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Elliott Katz is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Stifel since 1977. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Cremer is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, where he has worked since 2016. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and specialized strategies such as tax management and direct indexing.

Alyssa Dahms is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Co. since 2012. Outside of her advisory role, she is an owner of a rental property used both as a vacation home and for short-term rentals. She 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 offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of traditional and alternative investment strategies.

Barry Wiskirchen is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles with VOYA Financial Advisors and Jeff J. Schneiss & Associates. He serves as a board member of Kettle Moraine Bible Church in West Bend, WI. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing various portfolio management strategies and custody platforms tailored to client objectives.

Nicholas Hunzinger is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at Osaic Wealth, Inc. based in Milwaukee, WI. His prior roles include positions at Sagepoint Financial Inc, Mutual Advisors, LLC, Wealth Partners Financial Services, BMO Harris Financial Advisors, and Morgan Stanley. In addition to his advisory work, he operates Athena Fiduciary Advising LLC, providing investment and financial planning services, and is involved with High Point Capital Group as a wealth advisor. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions. The firm is notable for its complex corporate structure, multiple platform integrations, and a variety of investment options including stocks, bonds, mutual funds, ETFs, and alternatives.

Grant Peyron is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and also serves as a financial strategist at Corporate Central Credit Union since 2021. Outside of his advisory roles, he is involved in multiple financial service activities, including working with SimpliCD and QuantyPhi platforms. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform that supports discretionary and non-discretionary strategies across multiple program and custodial structures.

Andrew Keller is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with JPMorgan Chase Bank NA since 2016 and JPMorgan Securities LLC since 2014. Outside of his advisory role, Keller serves as Chair of the Foundation Board for the Betty Brinn Children's Museum. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while relying on an in-house manager solutions team and a centralized due-diligence framework.

Thomas Murray III is a financial advisor with J.P. Morgan Securities in New Berlin, WI, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Bank of America/Merrill Lynch, Prudential Financial, and Regal Financial Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Benjamin Johnson is a CFP®-certified financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he held roles at Intelligent Investors Group, LLC and had experience working at the University of Wisconsin and Fresh Madison Market. He is based in Elm Grove, WI. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, as well as institutional clients including pension plans and municipal entities. The firm offers non-discretionary, tailored advisory services supported by its broad institutional resources and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Scott Grenier is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding CFP® and ChFC® designations and over 25 years of industry experience. He has been with Robert W. Baird since 2010. Grenier serves as a board member of the Milwaukee Winter Club. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pensions, corporations, and charitable organizations, utilizing a range of investment strategies and management approaches.

Diane Veenendaal is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. She has been with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kristin Lindblom is a CFA® charterholder with 28 years of experience in the financial industry. She has been with Robert W. Baird & Co. since 2001. Outside of her advisory role, she serves as Treasurer and board member of the Tourette Syndrome Association of Wisconsin. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and nonprofit clients through a range of consulting and investment management solutions.

Emma Hofman is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has prior work experience at The Ohio State University and Americas Restaurant. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning, portfolio management, and brokerage services using a variety of strategies and overlay tools to meet client goals and risk tolerances.

Shannon Lutze is a Series 63-licensed financial advisor with Ameriprise in Sussex, WI, and has 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Christine King is a CFP® with 28 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of her advisory role, she serves on the Board of Directors for the Rotary of Kenosha West as Co-Sargeant at Arms. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports delivered in partnership with advisors like King.

John Henningfield is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including over 20 years with Cetera Investment Services and more than two decades at The Equitable Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Henry Schlenker is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential and three years of industry experience. Prior to joining Baird in 2022, he worked at U.S. Bank Global Fund Services and has experience in both the financial and food service industries. He is part of The DDK Group, a team within 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 combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.