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 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.

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.

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.

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.

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.

Jason White is a financial advisor with Merrill in Oak Creek, Wisconsin, holding a Series 66 designation and 15 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Bishop is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He has been with Robert Baird & Co. for 33 years and holds Series 63 and Series 66 licenses. He serves as a board member and on the investment and finance committee for Roma Lodge in Racine, WI. Robert Baird & Co.'s DDK Group provides private wealth management services to individuals, families, pensions, corporations, and charitable organizations. The group offers financial planning, discretionary and non-discretionary portfolio management, and utilizes a range of investment strategies tailored to client goals and risk tolerances.

Deanna Dahl is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has prior experience at Ameriprise and Sheridan Lanes. 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 portfolios, third-party asset management, and institutional platforms.

Michael Morrone is a CFP® professional at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Morrone serves on the Board of Directors for the Kenosha History Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Teresa Chadha is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having one year of industry experience. She has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2007. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sandra Myles is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved with Critical Data Recovery, a computer data recovery and bookkeeping business. J.P. Morgan Securities 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services on a non-discretionary basis.

Andrew Fitzpatrick is a financial advisor with Wells Fargo Advisors in Kenosha, WI, holding the CFA® designation and Series 65 and 66 licenses. He has 16 years of industry experience, including prior roles within Wells Fargo Clearing and Wells Fargo Advisors, LLC. Fitzpatrick is also a 50% owner of The Fitzpatrick Group, LLC, an investment advisory firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

Erik Anderson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2005. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christina Zalapi is a financial advisor with Edward Jones in Union Grove, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is involved as a distributor in the essential oils business DoTerra for personal use. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branches.