Katie Wilm is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. She has less than one year of industry experience and previously worked in education and hospitality roles, including positions with Teacher's On Call and multiple school districts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority or institutional portfolio management.

Henry Otten is a financial advisor with Stifel in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for the Knights of Columbus Council 4648 in Brookfield, where he supervises the council’s financial activities and participates in community charitable events. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Anthony Braun is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding a Series 63 designation and 37 years of industry experience. He has been with Robert Baird & Co. since 1993. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies including traditional and non-traditional allocations.

Sara Pitcel is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. She holds a Series 66 designation and is based in Waukesha, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Isaac Brewer is a financial advisor with Robert Baird & Co. in Wauwatosa, WI, holding Series 63 and Series 65 credentials and over 29 years of industry experience. He has been with Robert Baird & Co. since 1995. Brewer serves as a board member of WCCF, a charitable organization, where he has held roles including past chair of the Governance Committee. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pension plans, corporations, and charitable organizations. The firm offers a range of investment strategies and overlays, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

William Furlow is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Baird since 2021. Prior to that, he was employed by Wells Fargo Clearing and Wells Fargo Funds Distributor, LLC. The DDK Group, part of Baird’s Private Wealth Management department, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services through various separately managed account programs, employing an investment approach that combines manager-traded and model-traded strategies with ongoing manager selection, tax management, and direct indexing.

Daniel Bowerman is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Kelli Stuckart is a Series 66 licensed financial advisor with Edward Jones in Waukesha, WI, where she has worked since 2018. She has prior experience with M2K Investments LLC and Melton Investments LLC, and she was involved with Tadpoles for 17 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Darryl Witkowski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Zachery West is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Fisher Investments and Northwestern Mutual, with a career spanning advisory and investment services roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advisory approaches.

Robert Johnston is a financial advisor with J.P. Morgan Securities in Oconomowoc, WI, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management functions, delivering advice through a centralized due-diligence framework.

Bradley Sanborn is a Series 66-licensed financial advisor with six years of industry experience. He currently works with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he has held roles in restaurant operations and worked at the University of Wisconsin-Milwaukee. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining adviser programs with brokerage and insurance sales.

William Beauchene is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he served 25 years with the City of Milwaukee Police Department. He is also a Lieutenant Colonel in the United States Air Force Reserves, where he holds leadership roles including deputy mission support group commander and deputy branch chief. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Justin Heim is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he engages with clients through a collaborative planning process to provide guidance on financial decisions and help them gain clarity about their financial lives. Prior to joining Fidelity Investments, Justin worked as a Personal Banker at Wells Fargo from 2022 to 2023. His professional experience has centered around building client relationships and advising on financial matters.

Joseph Buday is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 1993. Outside of his advisory role, he is a partner in Red Door Remodeling LLC, a real estate investing and remodeling business. 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 charitable organizations. The group offers tailored investment strategies and a range of consulting and portfolio services, including discretionary and non-discretionary management and tax- and goal-based overlays.

Ashley Brown is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Robert W. Baird & Co. since 2008. Brown is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay services, with a range of traditional and complex investment strategies.

Kelley Wolff is a CFP®-designated financial advisor at RBC Capital Markets with five years of industry experience. Prior to joining RBC in 2026, Wolff worked at Edward Jones, Robert W Baird, and the Commonwealth Bank of Australia. Wolff also operated Milwaukee Food & City Tours from 2015 to 2017. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services. The firm utilizes both in-house and third-party investment managers and provides options for tax management, rebalancing frequency, and responsible investing.

Shannon Daly is a CFP® professional with 15 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines and has previously worked at Northwestern Mutual, Strategic Advisers INC, and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice with an emphasis on diversified portfolios, rebalancing, and a long-term investment approach.

Vaughn Retkowski is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at AT&T and PTP Manufacturing. Outside of his advisory role, he reviews products for brands on Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Collin Heitfeld is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has worked at Stifel since 2021 and previously held roles at FIS Global, UPS, RBC Capital Markets LLC, and other firms. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.