Monique Castillo is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has been with Baird since 2022. Outside of her advisory role, she is a board member and treasurer for Theater for Young Audiences and is a partner and office manager at Nu Start Medical, a medical weight loss and hormone replacement clinic. She is part of The DDK Group within Baird’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 a range of investment strategies and third-party managers.

Gregory Dirkse is a CFA® charterholder with 26 years of industry experience. He is currently with Thrivent Investment Management, where he has worked since 2016, including prior roles at BMO Asset Management Corp. and M&I Investment Management Corp. He serves on the board of 3DM Los Angeles, a nonprofit organization focused on training leaders in missional discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based planning without discretionary trading authority or institutional portfolio management.

Ronald Sitzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with PFS Investments, Inc. since 1988 and with Primerica Financial Services since 1987. His other business activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure.

Paul Deibele is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior work history includes roles at Associated Investment Services, Associated Bank, Eagle Strategies, New York Life Insurance Company, and a five-year tenure at the Dane County Sheriff's Office. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse 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 that include mutual funds, ETFs, and ETPs, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

Anne Hendrikse is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has worked with Thrivent Financial and its affiliated entities since 2018. Prior to her financial services career, she was involved with St. Andrew Lutheran Church from 2001 to 2018. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separate planning and portfolio management functions.

Roderick Place is a financial advisor with Robert W. Baird & Co. in Sheboygan, WI, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, he coaches at the Milwaukee Tight End Camp and serves as a board member for Superior Masonry. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a wide range of services including financial planning, portfolio management, and municipal advisory, utilizing both internal research and strategic partnerships in its advisory approach.

Cesar Lemus is a Series 66-licensed financial advisor with 22 years of industry experience at Thrivent Investment Management and Thrivent Financial for Lutherans. He serves as a board member for the Friends of the Senior Activity Center of Sheboygan, a community center focused on wellness and activities for semi-retired and retired residents. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority.

Anne Woepse is a Series 66 credentialed financial advisor with Edward Jones in Sheboygan, WI, where she has worked since 2010. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Braden Dirkse is a financial advisor with Thrivent Investment Management in Sheboygan, WI, holding a Series 66 designation and three years of industry experience. His work history includes roles at Thrivent Financial and related affiliates since 2022. Outside of his advisory work, he serves as a referee in a youth basketball league and as an assistant varsity boys basketball coach in the Oostburg School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers planning across various topics and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”

Keith Robel is a financial advisor with Morgan Stanley in Sheboygan, Wisconsin, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Mr. Robel serves on the finance committees of Pine Hills Country Club and Lake Country Academy, where he is also a board member involved in governance and financial planning. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured financial planning process without providing individual security recommendations as part of standalone plans.

Jonathan Rindt is a Series 66-credentialed financial advisor with Morgan Stanley in Sheboygan, Wisconsin, bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Treasurer and Board Member for Trinity Lutheran Church & School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market projections.

Jose Rosa Orellana is a financial advisor at Edward Jones in Sheboygan, WI, holding Series 66 and Series 63 designations with seven years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade, as well as work with the Department of Defense Education Activity and commissary operations. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporate clients, and nonprofits. The firm offers a range of managed strategies, separately managed accounts, and affiliated funds, with a nationwide network of financial advisors and branch offices.

Curtis Roberts is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC for ten 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.

Thomas Binversie is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Cuna Mutual Group and its brokerage affiliate, CUNA Brokerage Services, Inc., since 2008 before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Jeffrey Krummel is a financial advisor with Robert W. Baird & Co. in Grafton, Wisconsin, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Outside of his advisory role, he serves as treasurer for the Grafton Athletic Booster Club, a local nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jennifer Le Clair Bemis is a financial advisor at Robert W. Baird & Co. in Green Bay, WI, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves on the Board of Directors and acts as Secretary for the Stefanie H Weill Center in Sheboygan, WI. She 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 offers tailored financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies.

Paul Gottshall is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes a role at CGH Advisory LLC from 2016 to 2017. He is the managing member of Gottshall Capital Partners, LLC and oversees operations and provides financial advice at Lake Edge Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm utilizes risk profiling and analytical modeling to deliver tailored, non-discretionary planning and consulting.

Nancy Miller is a Series 66–licensed financial advisor with Robert W. Baird & Co. in Valders, Wisconsin. She has 15 years of industry experience, all with Baird since 2011. Outside of her advisory role, she performs basic bookkeeping and check writing for a local community organization, Pigeon Lake of Manitowoc. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group where Miller works, serves individual, corporate, pension, and charitable clients. The firm offers financial planning, portfolio management, and custody services through a range of manager- and model-traded strategies, with internal research and advanced tools supporting its advisory process.

Alan Redell is a financial advisor at Robert W. Baird & Co. in Green Bay, WI, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Matthew Demaster is a Series 66-credentialed financial advisor with three years of industry experience, currently with LPL Financial in Sheboygan, WI. He has previously worked at Harrison Financial, Principal Life Insurance Company, Principal Securities, Inc., Sandy Pines LLC, Torginol Inc., and EOS Surf. Outside of his advisory role, he is the owner of MD Custom Woodworks LLC, a custom woodworking business. 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 services including financial planning, wrap and model portfolio programs, access to third-party asset management, and institutional platforms, supporting advisors with research and operational tools.