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.

Michael Watson is a Series 66 licensed advisor with Edward Jones in Sheboygan, WI, where he has 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Jose Rosa Orellana is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Edward Jones since 2019, including a recent return to the firm in 2026. Prior to his financial services career, he spent time in education-related roles at the DOD Education Activity Ramstein MS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Curtis Roberts is a financial advisor with Wells Fargo Clearing in Sheboygan, WI, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved in managing residential rental property with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting supported by research and analytics, and combines brokerage and advisory solutions at a large scale.

Thomas Binversie is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Prior to this, he spent 18 years with CUNA Mutual Group and Cuna Brokerage Services, Inc. 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 of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across a range of investment strategies.

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.

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.