Thomas Hayden is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird since 2002. Outside of his advisory role, he owns interests in waterpark condominiums, which are managed by the waterpark management program. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Nicholas Pluemer is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior roles include positions at JP Morgan Chase & Co., the Wisconsin Army National Guard, and involvement with FOCUS Catholic. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver customized investment solutions.

Jeffrey Baier is a Series 66 licensed financial advisor with Edward Jones in Elm Grove, WI, bringing one year of industry experience. Prior to joining Edward Jones, he worked for eight years at Roundy's Supermarkets, Inc., a division of The Kroger Co., and has additional experience with the University of Minnesota in wellness and recreation roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, including wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Nick Costello is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 15 years of industry experience. He has been with Robert W. Baird since 2016 and holds Series 63 and Series 66 designations. Nick is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing internal research and technology including artificial intelligence in client advisory processes.

Matthew Malten is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining RBC in 2026, he spent 12 years at Edward Jones. Malten serves as a finance committee board member for St. Matthew's Evangelical Lutheran Church in Wauwatosa, WI, where he helps review and manage the church's operating budget and investments. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies that incorporate internal and third-party managers and provides access to alternative investments, tax management, and responsible investing options.

Kevin Sharping is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Daniel Gundrum is a financial advisor with Robert W. Baird & Co. in Brookfield, Wisconsin, holding a Series 66 designation and 25 years of industry experience. He has been with Robert W. Baird since 1999. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Matthew Domski is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation with 20 years of industry experience. He has been with Robert W. Baird since 2004. The DDK Group, where Domski works, is part of Robert W. Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The team provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex and non-traditional investments.

Zachary Schneck is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at Deloitte for three years. Schneck began his career after completing five years at UW-Madison. He is part of The DDK Group within Robert W. Baird & Co.’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, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Harrison Seidner is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023, as well as Charles Schwab Bank, SSB since 2025. Prior to his financial services career, he spent several years involved with the Fiesta Bowl and in education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing functions.

Jeremy Frantz is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Brookfield, WI. He has 10 years of industry experience and has been with J.P. Morgan Securities since 2015. Outside of his advisory role, he is a partial owner of Brew Town Trading Co., LLC, a business involved in collecting and selling sports cards and collectibles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative screens and qualitative research to build model asset allocations, with recommendations that may include an ESG eligibility framework.

Gilbert Garcia is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, Inc., BMO Harris Bank NA, and M&I Brokerage Services, among others. Garcia operates out of Greendale, WI. 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 financial planning and investment services, utilizing a network of investment adviser representatives who implement both proprietary and third-party strategies.

Joseph Vavruska is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, and corporate entities. The firm employs a model-driven investment approach, primarily offering access to third-party asset managers and participating in the Model Wealth Portfolios wrap program.

Robert Von Rueden is a financial advisor with RBC Capital Markets in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining RBC Capital Markets, he worked at PricewaterhouseCoopers LLP for seven years and at Marquette University for four years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Scott Lovejoy is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. Prior to that, he was with COUNTRY Capital Management Company beginning in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth and corporate and charitable entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jamie Poulos is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Bank N.A. and Allspring Global Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research to develop model asset allocations, including ESG considerations.

Gerald Thomas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior roles include positions at Citigroup Global Markets, Citicorp Investment Services, and Merrill. Outside of finance, he is an owner and partner of GimmeShelter Freeze Dry LLC, a business that rents time on a freeze dryer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Russell Kenitzer is a financial advisor with OSAIC, holding a Series 63 designation and possessing 33 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and Sii Investments. He is also the owner of Kenitzer Tax Group, where he has been engaged in tax preparation and planning since 2005. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

Tracy Pesl is a financial advisor with Equitable Advisors, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2008. Outside of advising, she has served as a poll worker for Menomonee Falls. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Brittni Lamothe is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and four years of industry experience. She has worked at LPL Financial since 2020 and concurrently has been affiliated with BMO Harris Bank since 2012. 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, and institutional platforms, supported by advanced research and operational tools.