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 financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has prior experience at firms including Harrison Financial and Principal Life Insurance Company. Outside of his advisory work, he owns MD Custom Woodworks LLC, a small custom woodworking business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by extensive research and model portfolios.

Nathan Hasenstein is a financial advisor with Morgan Stanley in Sheboygan, WI, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to this, he was employed at Sartori Company and The Pasta Shoppe, and has experience working at Concordia University Wisconsin and Pine Hills Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Randal Brotherhood is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He has been with Baird since 2018 and previously worked for Molecular Biology Resources for eleven years. Brotherhood was formerly the owner of SocialNova, LLC, a now inactive business that provided online marketing and website maintenance services. He is part of the DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and municipal advisory services, supported by internal research, technology, and strategic partnerships.

Eric Desjarlais is a financial advisor at Edward Jones with 10 years of industry experience. He has held the Series 66 designation and has been with Edward Jones since 2015. Located in Plymouth, WI, his background is focused within the firm. 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Megan Coronado is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves as Treasurer and Board Member for both the Sheboygan County Estate Planning Council and the Plymouth Public Library Foundation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with a focus on aligning strategies to client goals and risk tolerances.

Zachary Slayton is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Sheboygan, WI. He has three years of experience at Thrivent and its affiliated firms. Prior to his financial advisory role, he held positions at Chick-fil-A and Colorado Golf Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based financial planning across a broad set of topics, offering services either on a one-time or ongoing basis without discretionary trading authority.

Jennifer Buttram is a financial advisor with Robert Baird & Co. in Sheboygan, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Baird in 2023, she was affiliated with Clear Track Financial Advisors and Raymond James Financial Services for nine years. She has also provided administrative support at Clear Track Financial Advisors. Jennifer 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 using a range of strategies, including discretionary management, separately managed accounts, and both traditional and non-traditional investment approaches.

Sherri Halverson is a financial advisor with Thrivent Investment Management based in Cleveland, WI. She holds a Series 66 designation and has 24 years of industry experience. Prior to joining Thrivent, she worked at Robert W Baird & Co, Inc for 17 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses addressing a wide range of planning topics, and clients can combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Lonna Near is a financial advisor at Morgan Stanley in Sheboygan, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked for the Howards Grove School District for 12 years. Outside of her advisory role, she is an Independent Associate with Legal Shield, providing legal services and identity theft monitoring. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and methodologies in its process.

Cory Davis is a financial advisor with Robert Baird & Co. in Sheboygan, WI, holding a Series 63 designation and 33 years of industry experience. He has been with Robert Baird & Co. since 1990. Outside of his advisory role, he serves as a principal and member of Jim Weimer Rod Garage and JWRG Holdings in Belgium, WI. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services utilizing a variety of traditional and non-traditional investment strategies.

John Frausto is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, TCFG Wealth Management, and SII Investments. Outside of finance, Frausto owns Topspin Tennis LLC and works as a tennis associate at Sports Core. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various technology-driven investment strategies.

Jacob Boyer is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. His previous roles include positions at Robert W. Baird, Hammes Partners, and KPMG, LLP. Outside of his advisory work, Boyer serves as treasurer of the board for Habitat for Humanity in Sheboygan and holds various volunteer and board roles in local community organizations. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and investment platforms.

Jean Ann Blanke is a financial advisor at Cetera with 22 years of industry experience. She holds the ChFC® designation and securities licenses Series 63, 65, and 66. Prior to joining Cetera in 2025, she worked at Avantax Advisory Services and related Avantax entities for over two decades. Outside of her advisory role, she owns a tax preparation and accounting business specializing in tax planning and IRS representation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services through multiple program structures and access to both affiliated and third-party investment managers.

Carl Rickmeier III is a financial advisor with RBC Capital Markets in Plymouth, WI, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors, as well as managing Rickmeier Corporation for 36 years. He serves on the boards of Camp Evergreen, a nonprofit supporting individuals with cognitive disabilities, and the Economic Club of Sheboygan. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individuals, institutions, and charitable organizations. The firm offers customized investment advisory programs with a variety of management and portfolio implementation options, supported by RBC’s extensive capital-markets capabilities.

Jonathan Risseeuw is a Series 66-registered financial advisor with Thrivent Investment Management, bringing six years of experience at the firm and five years in the industry. Prior to his advisory role, he worked for 19 years at Kohler Company. He serves as Vice President of the Kohler School Foundation, an organization that raises funds to support enhanced educational experiences for students. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm emphasizes planning across a wide range of topics and allows clients to combine these services with managed accounts through a consolidated billing option.

Victoria Brunner is a Series 66-licensed financial advisor with Morgan Stanley in Sheboygan, WI, and has 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and investment committee estimates.

Margaret Hansen is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of her advisory work, she serves on the investment committee of the Town & Country Garden Club in Sheboygan, Wisconsin, and works as a cashier at Parker John's Food Stand at Road America. Morgan Stanley Wealth Management offers a wide array of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through both individual and corporate financial planning agreements.

Eric Grasse is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 23 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Grasse serves as a board member of the Lakeshore Technical College Foundation and is an elder at Bethel Orthodox Presbyterian Church. He also owns a drone recovery business that provides infrared drone services to locate unrecovered game. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option, focusing on holistic analyses without managing institutional portfolios.

Paul Leal is a financial advisor at Edward Jones in Plymouth, WI, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously worked at Fifth Third Securities from 2010 to 2016 before joining Edward Jones in 2016. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.