James Hyndman IV is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2018 and previously worked at SII Investments, Inc. from 2013 to 2018. Outside of his advisory role, he provides financial aid consulting through Iron Board Financial LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

Laura Wilcox is a CFP® professional with 29 years of experience in financial advising. She is currently affiliated with Cambridge Investment Research Advisors and has held roles at the Financial Planning Center for Women since 2020 and Wilcox Financial Advisors from 2008 to 2019. Wilcox is involved in pro bono community education, providing financial coaching and education to civic groups without compensation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Cheryl Angelini is a financial advisor with LPL Financial in Racine, WI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with CUSO Financial Services and Educators Credit Union, where she currently serves as a program assistant. Angelini is also a notary and has a role as vice president in a home-based for-profit business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, leveraging research from LPL Research and third-party subadvisors.

Mark Nichol is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His prior work includes roles at Northwestern Mutual, Thrivent Financial, Axa Advisors, and Equitable Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and serves in advisory roles for multiple registered investment companies and model portfolios.

Dan O'heron is a financial advisor with Edward Jones in South Milwaukee, WI. He holds Series 63 and Series 66 credentials and has 13 years of industry experience, including 10 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

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 with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank and Bank One, Wisconsin, since 2010 and 1995 respectively. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anna Gorman is a Certified Financial Planner® with 20 years of experience in the financial services industry. She currently works at OSAIC and previously held roles at Woodbury Financial Services Inc and Voya Financial Advisors, Inc. Outside of her advisory role, she is an independent insurance agent selling fixed insurance products. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage, investment advisory, and financial planning services. The firm provides a range of portfolio management options and access to third-party money managers through a network of affiliated advisers and multiple advisory platforms.

Timothy Cerny is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes extensive tenure at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust Company, where he has held various roles since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing research from multiple sources and providing both discretionary and non-discretionary portfolio management.

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.

Joshua Kassulke is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked with firms including CUNA Brokerage Services, CUNA Mutual Group, Ameriprise Financial Services, and Southport Bank. 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 a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and multiple management strategies.

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.

Alejandro Zamora Jr. is a financial advisor with J.P. Morgan Securities in Oak Creek, WI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a program that combines quantitative asset-allocation modeling with centralized manager due diligence and incorporates an ESG eligibility framework.

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.

Jeane Schell is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC. Schell serves as a director for the South Suburban Chamber of Commerce in Oak Creek, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a significant retail advisor and branch network.

Jessica Strini is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 66 designation and previously worked at BMO Harris Financial Advisors and BMO Harris Bank for a combined ten years before joining LPL Financial in 2021. Outside of her advisory role, she has employment at The Rave in Milwaukee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios from internal and third-party sources.

Michael Schold is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses and is based in Racine, WI. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.