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Hannah C

Series 66

Janesville, WI

Robert Baird & Co.

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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Julie R

Series 63, Series 65

Janesville, WI

Robert Baird & Co.

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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Debra C

Series 63, Series 65

Janesville, WI

Robert Baird & Co.

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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Andrew M

Series 66

Edgerton, WI

Edward Jones

Andrew Messmer is a financial advisor at Edward Jones in Edgerton, WI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Commercial Recreation Specialists and Gillware Data Recovery, among others. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Sean K

Series 66

Janesville, WI

Robert Baird & Co.

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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brian D

Series 63, Series 65

Janesville, WI

Robert Baird & Co.

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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Robert B

Series 63, Series 66

Brooklyn, WI

OSAIC

Robert Broadhead is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Woodbury Financial Services and Mass Mutual. Outside of his advisory work, he serves as an elder for Memorial Baptist Church, participating in board meetings and ministry planning. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is notable for its scale and complex affiliate network.

Annuities Private / alternative investments
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Ethan D

Series 66

Janesville, WI

Robert Baird & Co.

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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Dennis A

Series 63

Janesville, WI

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Scott R

Series 66

Janesville, WI

LPL Financial

Scott Richardson is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Citigroup Global Markets. In addition to his advisory work, he is a notary and has involvement with Elder Life Group and Elder Wealth Advisors in Janesville, WI. 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 financial planning and investment management solutions, including access to model portfolios and third-party asset managers, supported by a large network of advisors and a diverse platform of non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kelly G

Series 66

Janesville, WI

Robert Baird & Co.

Kelly Garrow is a financial advisor at Robert W. Baird & Co. in Janesville, WI, with eight years of industry experience. He holds a Series 66 designation and has worked at Baird since 2019. Prior to that, he held roles at Thrivent Investment Management Inc. and Thrivent Financial, as well as a position at Trinity International University. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody services, using a combination of manager-traded and model-traded strategies supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Genise B

Series 66

Janesville, WI

Robert Baird & Co.

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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Gary P

Series 63, Series 65

Janesville, WI

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jennifer S

Series 63, Series 65

Janesville, WI

Robert Baird & Co.

Jennifer Schwarze is a financial advisor at Robert W. Baird & Co. in Janesville, WI, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior work includes roles at Bates Financial Group, Bates Financial Advisors, Bates Securities, and Stifel Nicolaus & Co. Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a variety of investment strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management capabilities, supported by internal research and ongoing manager oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Deaken B

Series 66

Janesville, WI

LPL Financial

Deaken Bush is a financial advisor with LPL Financial, holding a Series 66 designation and based in Janesville, WI. He has experience working at Johnson Financial Group and LPL Financial since 2026. Outside of finance, he has been involved with Bodihow Brewing Company and Headquarters Bar and Grill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide range of strategies and technology tools to support its network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael Z

Series 66

Brodhead, WI

Thrivent Investment Management

Michael Zweifel is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Brodhead, WI. He has one year of experience in financial advising and previously worked for Big Radio Group for 15 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under an option called “WealthPlan” while keeping services distinct.

Business ownership considerations
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Jacob T

Series 66

Oregon, WI

LPL Financial

Jacob Torpy is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2018, following prior roles at Cutler Financial Group and Inside Out Field Services. Outside of his advisory work, he has undertaken weekend employment as an office cleaner. 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, including financial planning and institutional platforms, and supports its advisors with proprietary research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Levi C

CFP®, Series 66

Oregon, WI

LPL Financial

Levi Cutler is a financial advisor with LPL Financial in Oregon, WI, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at SII Investments, Inc. and Cambridge Investment Research Advisors, alongside his ongoing work with Cutler Financial Group since 2009. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes both proprietary research and third-party strategies to support client portfolios.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael S

Series 63, Series 66

Janesville, WI

LPL Financial

Michael Schoeder is a financial advisor with LPL Financial in Janesville, WI, holding Series 63 and Series 66 designations and 34 years of industry experience. He has worked at LPL Financial since 2011 and Old National Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jacob F

Series 66

Stoughton, WI

Edward Jones

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.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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