Brett Michaels is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Rockwell Automation, Baird, and Rexnord. J.P. Morgan Securities LLC 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.

Jacob Mattson is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he serves as a youth basketball and football official and acts as an administrator or trustee for estates and trusts. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through third-party programs, utilizing a hybrid referral and implementation model that incorporates various advisory and brokerage channels.

John Whalen Jr. is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, following a six-year tenure at City National Bank. Outside of his advisory role, Whalen teaches a weekly business class at College Lake Country. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Cashton Craig is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining Charles Schwab in 2024, he worked at LPL Financial LLC, Omni Financial LLC, and Wells Fargo Advisors. He serves as treasurer on the board of the Blackhawk Lofts Condominium Association. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Erik Lindenberg is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at OSAIC since 2018, following eight years at Jhfn Sii. Lindenberg serves as council president for St. Peter Lutheran School, a charitable organization. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that can include various investment products across discretionary and non-discretionary accounts.

Benjamin Zimmer is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2007 and holds a Series 66 designation. He 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 team provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

Alice Ambrowiak is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 14 years of industry experience. She has been with Robert W. Baird since 2012. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients through a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs. The firm employs both internal research and external partnerships to support its investment strategies and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Brittany Boyle is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Robert Baird since 2014. 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, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Wendy Citko is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 20 years of industry experience. Her prior roles include positions at Freedom Wealth Alliance, Intrua Financial, LPL Financial, Aurora Health Care, and Landaas & Company. 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 institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional asset classes.

Charles Weber is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 19 years of industry experience. He has been with Robert Baird & Co. since 2005. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, with an investment approach supported by internal research and a mix of manager-traded and model-traded strategies.

Joshua Christensen is a financial advisor with Edward Jones in Franklin, WI. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

James Wozniak is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 designations and having 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Wozniak serves on the board of directors for Fr. Genes Help Center, an organization that educates, feeds, and clothes needy individuals. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with customizable strategies implemented through a combination of in-house and third-party managers, supported by a broad capital-markets platform and affiliated asset management capabilities.

Scott Hanson is a financial advisor with Robert W. Baird & Co. in West Bend, Wisconsin, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird & Co. since 1998. 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 customized financial planning and portfolio management services using a variety of investment strategies and manager options.

Matthew Taken is a financial advisor at Edward Jones in New Berlin, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served as a consultant for Stigmacure SC, a mental health clinic, and has management experience as president of MET 5 Management LLC, a franchise business. He is also associated with SEM Foods Investment, LLC, a frozen food production company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

John Marlis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. He is also involved with Pinnacle Legacy Partners, a business related to his work at LPL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active product sales.

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 credential and one year of industry experience. His prior work includes roles at JP Morgan Chase & Co. and service in the Wisconsin Army National Guard. He has also been involved with FOCUS Catholic and worked in hospitality and event management. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing program sponsorships and third-party managers to deliver advisory and brokerage 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 CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Wauwatosa, WI. Outside of his advisory role, Malten serves as a finance committee board member at St. Matthew's Evangelical Lutheran Church, where he is involved in overseeing the church’s operating budget and investments. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.