Andrew Sabel is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2019. His prior experience includes roles at Wells Fargo and Pope Scientific. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Bryan Becht is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked within various Wells Fargo entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients meeting net-worth thresholds.

Kevin Reitz is a financial advisor with LPL Financial in Mayville, WI, holding Series 63 and Series 66 credentials with five years of industry experience. His prior roles include positions at Landmark Credit Union, TIAA, and Lessiter Media. Outside of financial advising, he is involved in music production. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Schilling is a CFP® professional with 30 years of industry experience. He currently works with LPL Financial and has longstanding experience at BMO Harris Financial Advisors, Inc., M&I Trust, and related entities. His professional background spans multiple roles in the financial services sector, primarily in West Bend, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing various portfolio management strategies and technology tools.

Matthew Stroede is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 credential and nine years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns a consulting business called Lapdog Imagination. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Steven Romagna is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning back to 2009. Romagna also has ownership in a tax preparation service that caters to select clients. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. Its advisors deliver tailored recommendations using proprietary research and tools, with clients having flexibility in implementing those recommendations.

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.

Timothy Koepke is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He previously worked at Robert W. Baird for 15 years and Wells Fargo Clearing Services LLC for four years. Koepke is the owner of Koepke Asset Management LLC and holds a partial ownership interest in Heritage Private Wealth LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients using a broad range of planning tools and research. The firm offers specialized services including retirement, education, business-owner transition, and special-needs planning, delivering tailored recommendations through meetings and client summary letters.

Lisa Hammer is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is a board member of the Washington County Historical Society Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria.

Anna Kottke is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 25 years of industry experience. She has worked at LPL Financial and Horicon Bank, and is also the owner of Howard Johnson Flooring, LLC. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.

Mark Dilling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously held roles at Silica for Your Home and OTCO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jake Punzenberger is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and eight years of industry experience. His prior career includes nine years at Deloitte Services LLP and seven years at Wells Fargo Clearing. He serves on the budget and finance committee for the Kettle Moraine YMCA and is treasurer and finance committee member for the Habitat for Humanity of Washington and Dodge Counties. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients having the option to implement recommendations through various brokerage or advisory programs.

Jonathan Deprey is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Nicolet Wealth Management and Private Client Services. He is also the owner of Venture Recycling LLC, a recycled paper brokerage business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products.

Kimberly Streff is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Wells Fargo Clearing and has been involved with Industrial Installation Services LLC and Quality Rack as a bookkeeper. Outside of her advisory role, she serves as an organist for Bethlehem Lutheran Church in Menomonee Falls, WI. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports and entertainment planning.

Timothy Prasch is a CFP® professional with 32 years of experience in the financial industry, currently advising at Wells Fargo Advisors since 2025. He previously worked within Wells Fargo's affiliated entities from 2009 to 2025. Outside of his advisory role, he manages a band, assisting with coaching, booking shows, and marketing through his ownership of related LLCs. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing a broad range of planning tools and niche expertise while integrating advisory services with other financial products and referral channels.

Ashley Anderson is a financial advisor at Robert Baird & Co. with six years of industry experience. She has been with Baird since 2018 and previously worked at the University of Wisconsin-Madison. Outside of her advisory role, she is also a yoga instructor at The Heart Revival Center for Yoga. Baird’s DDK Group, where Anderson practices, advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Peyton Janto is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and began his career at Wells Fargo Clearing before joining Wells Fargo Advisors. Outside of his advisory role, he serves as an assistant track and field and cross country coach for the West Bend School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Kimberly Sellnow is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at Associated Investment Services, Northwestern Mutual Investment Management, and Steve H Holter. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Steven Dilling is a financial advisor with Wells Fargo Clearing in Fond Du Lac, WI, holding a Series 63 designation and 27 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 advisors.

John Hopp is a financial advisor with LPL Financial in West Bend, Wisconsin, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Ameriprise for 26 years and Sii Investments for 5 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.