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.

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 with LPL Financial in Union Grove, WI, holding a Series 66 designation and six years of industry experience. She has previously worked at Ameriprise and Sheridan Lanes over the course of her career. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and innovative technologies.

Michael Morrone is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Ameriprise in Kenosha, WI since 2020. He previously worked for Ameriprise Financial Services, Inc. for 15 years. Morrone serves on the Board of Directors for the Kenosha History Center. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Benjamin Schluckebier is a financial advisor with Thrivent Investment Management in Oak Creek, WI, holding Series 63 and Series 66 licenses. He has two years of industry experience, including roles at Thrivent Financial and Aptar. Outside of his advisory work, he has been involved with the Mukwonago Girls Basketball Club and the Town of Mukwonago Parks & Recreation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate service arrangements.

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.

Moira Moran is a financial advisor with Robert Baird & Co. in Racine, WI, holding a Series 66 designation and 23 years of industry experience. She has been with Robert Baird & Co. since 2002. Outside of her advisory role, she serves as Treasurer and Board Member of the Whitefish Bay High School Parent Association. 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 through tailored financial planning and portfolio management strategies.