Patrick Mc Guinnis is a CFA® charterholder and holds Series 63, 65, and 66 licenses. He has four years of industry experience, currently serving at Cetera since 2025. His prior roles include positions at Avantax Advisory Services and Wells Fargo Asset Management. Outside of finance, he provides flight instruction and manages a bookkeeping business. Cetera Investment Advisers LLC serves a broad client base, including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of investment management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform featuring both affiliated and third-party investment options.

Brennen Tofson is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 66 licenses. He has one year of industry experience and previously worked at Wealth Distribution Strategies and in various roles in the hospitality sector. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a focus on LPL-sponsored programs and third-party managers, providing a range of advisory and brokerage solutions.

Darin Dequardo is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at G2 Insurance Services, Inc and Ohio National Financial Services and has a long tenure with THE O.N. Equity Sales Company. Outside of his advisory role, he is involved with Dequardo Insurance Services, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of advisers, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Daniel Mares is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at BMO Bank, N.A. for six years and held positions at Local Job Network and Chase Bank, N.A. He serves as a board member of the Riverview Pointe Home Owners Association, overseeing monthly operations and contract negotiations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary advisory solutions under a fiduciary standard.

James Hyndman IV is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2018 and previously worked at SII Investments, Inc. from 2013 to 2018. Outside of his advisory role, he provides financial aid consulting through Iron Board Financial LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

Michael Schroeder is a financial advisor with Robert W. Baird & Co. in Port Washington, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Robert W. Baird since 2013. Schroeder serves as Treasurer and Board Member of the Lakepointe Townhomes Condominium Association. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Amanda Ridgway is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. She has been with Robert W. Baird since 2016. The DDK Group, where Amanda works, is part of Robert W. Baird & Co.'s Private Wealth Management department and provides services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions, utilizing internal research, manager selection, and technology including artificial intelligence to support client advice.

Laura Wilcox is a CFP® professional with 29 years of experience in financial advising. She is currently affiliated with Cambridge Investment Research Advisors and has held roles at the Financial Planning Center for Women since 2020 and Wilcox Financial Advisors from 2008 to 2019. Wilcox is involved in pro bono community education, providing financial coaching and education to civic groups without compensation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements.

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 at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird since 2014. Alejos also owns a sole proprietorship unrelated to investment activities. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies and investment options, including discretionary and non-discretionary management and overlay services.

Joshua Pullmann is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. Before joining LPL Enterprise in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in the sale of fixed life insurance products under Prudential. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutions, through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third‑party asset management arrangements, and access to various brokerage and insurance products via an integrated platform.

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 industry experience. He has been with Robert W. Baird & Co. since 2020 and previously worked at Wells Capital Management from 2010 to 2020. Outside of his advisory role, he is an owner and landlord of a rental property in Hobart, Wisconsin. He 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 offers a range of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies supported by internal research and investment tools.

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 21 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he occasionally assists with showing rental property units. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies that include traditional and non-traditional investments, discretionary and non-discretionary management, and overlay services.

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.

Christopher Walker is a financial advisor with Morgan Stanley in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Manifesto for two years and Core Creative for five years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

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 Securities, he has held roles at various firms including Lowe's Companies, Inc. Outside of his advisory work, he owns and manages Kamprath Coins, Gems, and Collectibles LLC, where he creates custom jewelry, buys and sells coins, and restores antiques. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.