Kiersten Brennan is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has over a decade of professional experience in financial services, having previously served as Director of Wealth Management at Maiden Cove Capital from 2022 to 2023, Financial Advisor at Kowal Investment Group-Raymond James between 2013 and 2020, and Client Services Specialist at LPL Financial from 2011 to 2013. As a Certified Financial Planner™ and fiduciary, Kiersten specializes in guiding individuals and families through personalized, comprehensive financial planning processes. Her approach is informed by her early exposure to financial planning through her father's practice, which instilled an appreciation for the role of trusted advice and thoughtful guidance. She focuses on helping clients navigate periods of uncertainty with clarity and confidence. Outside of her professional work, Kiersten enjoys gardening, hiking, kayaking, outdoor adventures, spending time with pets, and traveling.

Nicholas Gomez is a financial advisor at LPL Financial with 11 years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, BMO Harris Bank, and Robert W. Baird & Co. He serves as the Associate Director of Alumni Relations for the UWM Veteran Alumni Chapter, which supports a community of University of Wisconsin-Milwaukee veterans. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including access to third-party asset managers and various account platforms.

Charles Rice is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, J.P. Morgan Securities, UBS Financial Services, and multiple wealth management firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Michael Monfeli II is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he owns a sole proprietorship focused on website creation and maintenance. He 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 offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Carl Veenendaal is a financial advisor with Raymond James Financial in Elm Grove, WI, holding a Series 63 designation and 36 years of industry experience. He has been with Raymond James Financial and its related entity since 2008. Veenendaal also worked at Catholic Memorial High School for 15 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports a large advisor network with specialized municipal advisory and SIMPLE IRA consulting programs.

Dann Ingebritson is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at BMO Harris since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mircea Dobre is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Outside of his advisory role, he is a co-owner of an LLC that manages residential and commercial rental properties, with his spouse actively handling management. 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 a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes both in-house and third-party managers to tailor strategies to client goals and risk tolerances.

Brady Gerritson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at BCI Burke and J F Ahern Co. He also has a background working at the University of Wisconsin Madison and in various other capacities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolios, and maintains distinctive registrations and advisory roles within the institutional market.

Rob Kuehn is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers customized advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Jason Cherny is a financial advisor at Merrill with 38 years of industry experience. He holds a Series 63 designation and has been with Merrill for 30 years, also working at Bank of America, N.A. for the past 15 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sorin Iancu is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and customizes investment strategies based on client risk profiles, utilizing both in-house and third-party investment managers.

Ryan Hitchcock is a financial advisor at Osaic Wealth with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Mass Mutual Investors Services, Massmutual Life Insurance, and Metlife Securities. Hitchcock is also an independent insurance agent offering fixed products through Crump Insurance Services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, offering multiple program options and third-party manager selections within a large, multi-advisor platform.

Heather Melzer is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2006. Outside of her advisory role, she coaches age group swimmers at the Menomonee Falls Swim Club. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored advice and a range of portfolio management services, including discretionary and non-discretionary management, with access to both traditional and non-traditional investment strategies.

Benjamin Rennicke is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at West Bend Insurance Company for seven years. Rennicke also has experience as an associate at Gentian Financial, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Andrew Kroll is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2020, previously serving at UW Credit Union since 2015. In addition to advisory work, he is a licensed notary. 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 provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and a broad platform of financial products.

Peter Ament is a financial advisor with Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 1992 and is also associated with Nmis since 2001. He 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 offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through various portfolio management and overlay solutions.

Morgan Vander Missen is an advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2023. Prior to joining Baird in 2024, Vander Missen held roles at Nicolet National Bank and the University of Wisconsin-Milwaukee. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm combines internal research, manager selection, and innovative strategies, including tax management and direct-indexing, to provide tailored advisory solutions.

Krisi Dimo is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding a Series 66 designation and eight years of industry experience. She has been with Robert W. Baird since 2016 and previously worked at UBS for one year. 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, and charitable organizations. The group offers customized financial planning and portfolio management using a range of strategies, including discretionary and non-discretionary services, separately managed accounts, and overlay solutions.

Jonas Edstrom is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2013, following a tenure at City National Bank from 2022 to 2025. Based in Milwaukee, WI, he serves clients through RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers, with services that include portfolio management, financial planning, custody, and brokerage.

John Richards is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. He holds the Series 66 designation and has 20 years of industry experience, including 15 years with Robert W. Baird & Co. Inc. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice. The firm advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations, offering tailored consulting and portfolio services that incorporate both traditional and complex investment strategies.