Adam Rick is a financial advisor with LPL Financial based in Franklin, WI, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL Financial in 2015, he worked at RBC Capital Markets for six years and Commerce State Bank for five years. 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 portfolio programs, third-party asset management access, and institutional platforms.

Nicholas Barth is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients navigate financial decisions through personalized guidance and building meaningful relationships. Nicholas works closely with clients to understand their individual challenges and identify opportunities to support their financial goals. He specializes in areas including personal retirement planning, portfolio management services, tax minimization, and retirement income. Nicholas combines data-driven insights with relationship-based trust and accountability to develop tailored strategies. Nicholas holds a Bachelor's Degree from the University of Wisconsin-Whitewater and holds the Personal Investment Advisor (PIA) professional designation. Outside of work, he enjoys boating, fishing, golfing, music, painting, pickleball, swimming, and spending time with his family.

Diane Sherwin is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 license and over 20 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves on the Elmbrook School Board, representing the community's interests in local education matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor client solutions.

Mary Sidney is a Series 63-registered financial advisor with Raymond James Financial Services, Inc. in Milwaukee, WI, where she has worked for 27 years. She has 38 years of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, using risk profiling and analytical tools to support investment decisions.

Hunter Riley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and previously at TD Ameritrade. Prior to his financial services career, he was employed at Mattress Firm and attended Stephen F. Austin State University. Charles Schwab & Co., Inc. serves a large client base primarily made up of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Benjamin Koehler is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, Koehler worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and lending products through affiliated entities.

Michael Schlueter is a financial advisor at Osaic Wealth with 39 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, he worked at LPL Financial for six years and SII Investments, Inc. for five years, while maintaining a longstanding role at First Team Financial Group since 2002. He also owns a tax preparation business that operates seasonally. Osaic Wealth serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to various third-party money managers and managed-account solutions.

Dale Wroblewski is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Ameriprise and New England Securities. Outside of his advisory work, he has participated as a football player with the Racine Raiders. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations using a variety of portfolio management and advisory services. The firm employs manager-traded and model-traded SMA strategies, tax-management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Lada Avrunina is a financial advisor at Robert W. Baird & Co. with two years of industry experience and holds a Series 66 designation. Before joining Baird in 2022, she worked in various roles including at VCA Saukville Animal Hospital and Fiddleheads Coffee Roasters. She is part of The DDK Group within Baird’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 and portfolio management services, utilizing internal research and investment strategies that include manager-traded and model-traded separately managed account programs.

Andrei Junge is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and BMO Harris Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and various affiliated services including trust custody and insurance product facilitation.

Pamela Kelly is a Series 66-licensed financial advisor with UBS Financial Services in Brookfield, WI. She has 11 years of industry experience and has been with UBS since 2013. Outside of her advisory role, she serves as an associate board member for Friends of the Parks, a charitable organization focused on environmental and park-related volunteer efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and integrated capital markets services.

Brett Sikorski is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, Wells Fargo, Northwestern Mutual, and US Bancorp Fund Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Christopher Durkin is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird & Co., Inc. for eight years and Wells Fargo Funds Distributor, LLC for two years. Outside of advising, he co-owns and resides in a rental property in West Allis, Wisconsin. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicole Sova is a financial advisor with Robert Baird & Co. in Port Washington, WI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Robert Baird & Co. since 1998. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Ashley Price is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and has been with Baird since 2017. Prior to her advisory role, she spent seven years at Marquette University. Ashley 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 provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

David Baum is a financial advisor with Ameriprise in Milwaukee, WI, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Baum serves on the board of the Milwaukee Bay Soling Fleet, acts as Treasurer for the United States Soling Association, and is Vice-President of the Executive Committee of the ISA. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

David Ellifson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Baird, he worked at Assurant Inc., Gordon Brothers, and held multiple roles at Milwaukee School of Engineering and Veolia Water. The DDK Group, a team within Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, leveraging internal research and strategic partnerships.

Connor Dyke is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. His prior work includes positions at U.S. Bank and full-time student status before returning to Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Andrew Johnson is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has held roles at Capital One Advisors, Woodbury Financial Services, and Ameriprise. Johnson has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Timothy Steffen is a financial advisor with Robert Baird & Co. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at PIMCO Investments LLC and Pacific Investment Management Company LLC, and has been with Baird since 1999. Outside of his advisory role, he teaches a tax review course for the Certified Private Wealth Advisor (CPWA) program and serves on the investment committee of a nonprofit endowment fund. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations, providing tailored consulting and portfolio management services that include traditional and non-traditional strategies as well as municipal advisory and public finance services.