Gavin Carlson is a financial advisor at Osaic with two years of industry experience and holds a Series 66 designation. His work history includes positions at Osaic Wealth Inc, Spectrum Wealth Advisors, First American Bank, and Amazon, as well as educational experience at the University of Wisconsin-Madison and Westosha Central High School. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager options, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Cheryl Angelini is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, having worked previously at CUNA Brokerage Services, Inc. and Educators Credit Union, where she continues to serve as a program assistant. She also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both in-house and third-party strategies across discretionary and non-discretionary accounts.

Benjamin Klenke is a financial advisor with Robert W. Baird & Co. in Racine, WI, holding a Series 66 credential and 11 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, manager selection, and the use of artificial intelligence in client advice.

Darren Dewing is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has two years of industry experience, including prior roles at Associated Bank and Rinka Architecture. Dewing is a limited partner in a limited liability company focused on constructing and operating a residential apartment complex in Oak Creek, WI. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Farrah Stephan is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012. Stephan also has prior experience at JPMorgan Chase Bank and Bank One in Wisconsin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Christopher Leberfing is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, he serves as a board member for the Steinle Foundation, a charitable organization, and volunteers with Junior Achievement of Racine. Baird’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing internal research and a combination of investment strategies.

Bruce Melling is a CFP®, PFS™, and Series 63 credentialed advisor at Cetera with 35 years of industry experience. He has operated his own CPA firm, Bruce H. Melling Accountancy Corporation, since 2006, providing tax preparation, consulting, and IRS representation services. Melling has been with Cetera and its affiliated entities since 2004. Cetera is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform supporting various investment strategies.

Joshua Kassulke is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including CUNA Mutual Group, CUNA Brokerage Services, Ameriprise Financial Services, Southport Bank, and Magnum.Media. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolio programs and third-party asset management, supported by advanced operational and research tools.

Bradley Roe is a financial advisor with Edward Jones in Burlington, WI. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Waznik Heike Group, Merchants Bank, and Geneva National. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management and a large national network of advisors and branch offices.

Kevin Newton is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2023. Prior to joining Baird, he was with Farmers Insurance and Farmers Financial Solutions from 2016 to 2023. Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through its Private Wealth Management department, offering financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies, tax-management techniques, and ongoing manager oversight, managing approximately $394 billion in regulatory assets as of the end of 2025.

Sarah Borchardt is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at BMO Bank, Re/Max Leading Edge The Fabiano Group, Johnson Financial Group, and TCF Bank. Outside of her advisory role, she works part-time for DoorDash in a non-investment capacity. The DDK Group, where she works, is part of Baird’s Private Wealth Management department and serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies with ongoing manager selection by internal investment professionals.

Joel Beck is a financial advisor with Robert W. Baird & Co. in Racine, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Robert W. Baird since 2009. Joel is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Daniel Rolls is a financial advisor with LPL Financial in Kenosha, WI, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at Johnson Financial Group and Pac West Wealth Partners Ameriprise Financial. He also has experience outside finance, including employment at Chipotle and attending Oregon State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory strategies that can be discretionary or non-discretionary and incorporate various asset allocation approaches.

Diane Nopenz is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2015. Outside of her advisory role, she serves on the board of Side by Side, a nonprofit that provides emergency financial assistance to working poor families in the Lake Geneva area. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not involve discretionary trading authority for planning engagements.

Aaron Spitzner is a financial advisor with LPL Financial in Waterford, WI, holding the CFP® designation and Series 66 license. He has 14 years of industry experience, having worked at several firms including Creative Planning, LLC and Raymond James Financial Services. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio programs and technology tools while overseeing substantial discretionary assets.

Jacob Follis is a financial advisor with Merrill holding a Series 66 credential and has less than one year of industry experience. His prior work includes roles at FORM Wealth Advisors and the University of Alabama, along with positions in public works and education sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Suzanne Rodriguez is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her career includes long tenures at Johnson Bank and INVEST Financial Corporation, as well as eight years at LPL Financial. She is also involved in referral activities with Johnson Financial Group's Trust Department. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Tara Pankow is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2013. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Jessica Strini is a Series 66-licensed financial advisor with LPL Financial, based in Racine, WI, and has 25 years of industry experience. Her prior experience includes roles at BMO Harris Financial Advisors, BMO Harris Bank, M&I Investment Management Corp., and Chase Investment Services Corp. She is also employed outside the investment industry at The Rave in Milwaukee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a variety of financial planning and asset management solutions, including model portfolios and third-party subadvisors, supported by advanced research and operational tools.

Thomas Follis is a financial advisor at Merrill with 29 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Outside of his advisory role, he manages a family-owned real estate business, Follis Hunting Cabin LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.