Jeffrey Jaeger is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by various portfolio management and financial planning services.

Madelynn Alejos is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. She has been with Robert W. Baird since 2014. Alejos is also the owner of a sole proprietorship unrelated to her investment activities. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, managed account programs, and custody and brokerage services, with a focus on manager selection, internal research, and the use of advanced tools such as artificial intelligence.

Joshua Pullmann is a Series 66 licensed advisor with LPL Enterprise who has three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as nearly two decades at Panera Bread. Outside of his advisory work, he is involved in the sale of fixed life insurance products through Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it provides financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Zachary Richardson is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at Kohl's Corporation and Waterstone Mortgage. Outside of his advisory role, he is the owner of Richardson Fitness LLC, a non-investment-related business. He 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 offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with a range of strategies from traditional to complex investments.

Gabriel Diederich is a CFA® charterholder with 12 years of experience in the investment industry. He has been with Robert W. Baird & Co. since 2020 and previously worked at Wells Capital Management and Allspring Funds Management, LLC. Gabriel is based in Milwaukee, WI. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a blend of manager-traded and model-traded strategies supported by internal research and technology.

Christopher Brennan is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Rudius Management and Sanford C. Bernstein & Co., LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio services, employing a variety of investment strategies and management approaches tailored to client goals and risk tolerances.

Dan Gilipsky is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has worked at Baird since 2010 and was previously with UBS Financial Services from 2006 to 2010. Outside of his advisory role, he occasionally assists with rental property management. Baird’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, with ongoing investment manager oversight and integration of internal research tools.

Lisa Lennon is a financial advisor at Edward Jones in St Francis, WI, holding a Series 66 designation with 13 years of experience at the firm. Prior to joining Edward Jones, she was involved with the Holistic Moms Network from 2017 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Lisa Becker is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and 22 years of experience at the firm. She has worked exclusively at Edward Jones since 2004. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Rams is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to UBS, he was employed at Bank Five Nine and has experience in education with the Oconomowoc School District as well as a brief tenure at Nike. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

Nathan Kamprath is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan, he worked in various roles including at Lowe's Companies and Thrivent Financial. Outside of his advisory work, he owns and operates Kamprath Coins, Gems, and Collectibles LLC, where he creates custom jewelry, trades coins, and restores antiques. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a broad range of eligible strategies.

Michael Savelkoul is a financial advisor with Edward Jones in Brookfield, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Gabriel Torres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry for six years and focuses on helping clients pursue their financial goals through personalized wealth management strategies. Gabriel works closely with families, individuals, and business owners, emphasizing wealth management and portfolio construction. He guides clients through the complexities of investing by creating tax-efficient plans that align with their goals, risk tolerance, and time horizons. He also leverages resources available through Bank of America and Merrill to enhance the client experience. Gabriel grew up on the South Side of Chicago and attended Brother Rice High School before earning a Bachelor's Degree from the University of Chicago, where he studied Law/Letters and Music. He remains active in the university community and volunteers his time with several organizations. Gabriel holds the Personal Investment Advisor (PIA) designation and is a member of professional organizations including those in Illinois and the University of Chicago Alumni Association. In addition to his professional activities, Gabriel enjoys basketball, cooking, music, spending time with his family, and traveling. He conducts his work in both English and Spanish, providing service suited to his clients' needs.

Tyler Sass is a financial advisor at LPL Financial in Germantown, WI, with nine years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role, he has worked at several firms including WaterStone Bank and Associated Investment Services, Inc. Outside of his advisory work, he operates a Twitch streaming channel focused on video games. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both proprietary research and advanced operational tools.

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.

John Hutchinson is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services, LPL Financial, and First Midwest Bank. In addition to advisory work, he assists clients with life, disability, and long-term care insurance through MPC Insurance Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that includes asset allocation, portfolio optimization, and access to both discretionary and third-party-managed strategies.

Scott Measner is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company for five years. He holds the Series 63 and Series 65 designations. Outside his advisory role, Measner serves as a Board of Elders member at Trinity Lutheran Church and School in West Bend, Wisconsin, assisting the pastor with church functions. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Sandra Kalve is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2009. Kalve joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Annemieke Van Der Werf is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Edward Jones prior to joining Ameriprise. Outside of her advisory work, she serves as a dog show judge for the American Kennel Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.