Brennen Tofson is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and two years of industry experience. His prior work experience includes roles at Wilderness Resort, Wild Rock Golf Club, and Wealth Distribution Strategies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs through a broad network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Darin Dequardo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Before joining LPL Financial in 2025, he worked at G2 Insurance Services, Inc. and Ohio National Financial Services for seven years each. 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 financial planning and investment solutions, including model portfolios and third-party asset management access, supported by a large network of advisors and advanced operational tools.

Michael Schroeder is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 24 years of industry experience. He has been with Robert W. Baird since 2013 and holds Series 63 and Series 66 licenses. Schroeder serves as Treasurer on the board of the Lakepointe Townhomes Condominium Association. Robert W. Baird & Co. provides wealth management services to individuals, corporate clients, pensions, and charitable organizations through a variety of portfolio management programs and financial planning services. The firm uses internal research, manager selection, and tax-management strategies as part of its advisory approach, managing approximately $394 billion in regulatory assets as of December 31, 2025.

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.

Nicholas Larson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has over 21 years of experience in the financial industry, including previous roles as a Senior Financial Consultant at Wells Fargo Funds Distributor from 2005 to 2010, and as a Financial Consultant at Strong Investments from 2004 to 2005. As a Certified Financial Planner, Nicholas partners with clients to develop customized financial plans that start with setting goals and evaluating risks. He emphasizes adjusting these plans over time to help clients work toward their full financial potential. He prioritizes building trust through honesty, integrity, and transparency to become his clients' most trusted advisor. Outside of his professional work, Nicholas enjoys a variety of personal interests including family activities, fishing, golfing, outdoor adventures, traveling, and exploring food.

Sean Fahey is a financial advisor with LPL Financial and holds Series 63, Series 65, and Series 66 licenses. He has 34 years of industry experience, including prior roles at Cambridge Investment Research Advisors, Investment Centers of America, and ON Investment Management. Outside of his advisory work, he is an independent insurance agent affiliated with multiple insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

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 industry experience. He has been with Robert W. Baird & Co. since 2020 and previously worked at Wells Capital Management and Allspring Funds Management, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, with ongoing manager selection and internal research supporting client advice.

Tiana Henika is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2015 and is also involved with Slinger Speedway. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Steven Clasen is a financial advisor with Thrivent Investment Management in Cedarburg, WI, holding Series 63 and Series 66 registrations. He has 21 years of industry experience and has worked with Thrivent since 2004. Outside of his advisory role, he serves as School Ministry Chair for Morning Star Lutheran School in Jackson, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across a wide range of financial topics. The firm offers planning separately from managed accounts and does not accept discretionary trading authority for its planning services.

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 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 Series 66-licensed advisor with Morgan Stanley in Milwaukee, WI, possessing three years of industry experience. Prior to joining Morgan Stanley, he worked at Manifesto for two years and Core Creative for five years. Morgan Stanley Wealth Management offers advisory programs for individuals and institutions, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Nathan Kamprath is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Thrivent Financial and WaterStone Bank. 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 recommendations.

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.