Hannah Campbell is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Mercyhealth, Golden Years, Inspiration Ministries, Traycee Home Care Inc., and The Dari Company. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

Julie Rumage is a financial advisor at Robert Baird & Co. with 32 years of industry experience. She has been with Robert Baird & Co. since 1993. She holds the Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that 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 various investment strategies.

Debra Cerny is a financial advisor with Robert W. Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Robert W. Baird & Co. since 2006. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that 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 traditional and non-traditional investment strategies.

Andrew Messmer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Commercial Recreation Specialists and Gillware Data Recovery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across different net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sean Knott is a financial advisor at Robert Baird & Co. in Janesville, WI, with 13 years of industry experience. He has been with Robert Baird & Co. since 2012 and holds a Series 66 designation. Outside of his advisory role, he owns a lake property used for personal and rental purposes. Sean is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a variety of investment strategies including traditional and non-traditional approaches.

Brian Donnelly is a financial advisor with Robert Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1996. Outside of his advisory role, he serves as Treasurer for the YMCA of Northern Rock County. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Robert Broadhead is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. Outside his advisory work, he serves as an elder for Memorial Baptist Church, participating in planning and ministry activities. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a broad network of affiliated advisers and platforms. The firm employs asset-allocation tools and risk assessments to construct portfolios across various asset classes, supporting discretionary and non-discretionary management with access to third-party money managers and wrap programs.

Ethan Dahlberg is a financial advisor with Robert W. Baird & Co. in Janesville, Wisconsin, holding a Series 66 designation and bringing nine years of industry experience. He has been with Robert W. Baird since 2017, following two years at Lakeshore Electrical Sales. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, emphasizing ongoing manager selection and the use of internal research tools in client advice.

Dennis Alt is a financial advisor with Cetera who holds a Series 63 designation and has 39 years of industry experience. He has an extensive background including roles at Avantax Advisory Services and Alt Tax & Financial Services Inc. Outside of his advisory work, he is involved in tax preparation and financial advisory through his own firm, Alt Tax & Financial Services Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Scott Richardson is a financial advisor with LPL Financial in Janesville, WI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is involved as an insurance agent and notary and is engaged in business activities related to elder life and wealth management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Kelly Garrow is a financial advisor with Robert W. Baird & Co. in Janesville, Wisconsin, holding a Series 66 designation and seven years of industry experience. Prior to joining Baird in 2019, Garrow worked at Thrivent Investment Management Inc. and Thrivent Financial, as well as serving at Trinity International University. Baird’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research, model-traded strategies, and ongoing manager monitoring.

Genise Brandt is a financial advisor with Robert Baird & Co. in Janesville, WI, holding a Series 66 designation and 25 years of industry experience. She has been with Robert Baird & Co. since 1997. Brandt serves as a board member and secretary for the LPGA Amateurs Stateline Chapter. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse range of clients, including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers, and provides municipal advisory and public finance services alongside its investment management capabilities.

Gary Pankonien is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 32 years of industry experience. His work history includes over two decades at Avantax in various advisory and insurance roles as well as ongoing involvement with Alt Tax and Financial Services, where he personally prepares individual income tax returns for clients. He also serves as power of attorney for his mother’s finances. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party model portfolios and strategies.

Jennifer Schwarze is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at Bates Financial Group, Bates Financial Advisors, Bates Securities, and Stifel Nicolaus, among others. Schwarze is based in Janesville, Wisconsin. 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 provides tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Erik Bunderson is a financial advisor with LPL Financial in Stoughton, WI, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and BMO Harris Bank. Outside of his advisory work, he is involved in buying and selling sports cards as a home-based non-investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jacob Torpy is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Cutler Financial Group and Inside Out Field Services. Outside of advising, he has also worked as an office cleaner on weekends. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing a variety of portfolio management strategies supported by in-house and third-party research.

Levi Cutler is a CFP® professional with 20 years of industry experience currently serving with LPL Financial since 2018. He previously worked at SII Investments, Inc. for six years and has operated Cutler Financial Group since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research resources.

Michael Schoeder is a financial advisor with LPL Financial based in Janesville, WI. He holds Series 63 and Series 66 credentials and has 34 years of industry experience. He has worked at LPL Financial since 2011 and Old National Bank since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Jacob Fendrick is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cummins Emissions Solutions and Phoenix Foreign Cars. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Kelly Venable is a financial advisor at Edward Jones in Stoughton, WI, holding a Series 66 designation with 11 years of industry experience. Her career includes multiple tenures at Edward Jones as well as roles at Coldwell Banker and Carbondale Unit 95 School District. Outside of her advisory work, she is a consultant for L’Bri Pure n Natural, a skin care business, though she does not sell products or recruit. 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 solutions, including discretionary and non-discretionary strategies, and provides affiliated investment products and fiduciary services across a national network of advisors and branch offices.