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 experience in the investment industry. He has been with Robert W. Baird & Co. since 2020 and previously worked at Wells Capital Management and Allspring Funds Management, LLC. Gabriel is based in Milwaukee, WI. He is part of The DDK Group at Robert W. Baird & Co., 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 a blend of manager-traded and model-traded strategies supported by internal research and technology.

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.

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 Lennon is a financial advisor at Edward Jones in St Francis, WI, holding a Series 66 designation with 13 years of experience at the firm. Prior to joining Edward Jones, she was involved with the Holistic Moms Network from 2017 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.

Mark Nichol is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His prior work includes roles at Northwestern Mutual, Thrivent Financial, Axa Advisors, and Equitable Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and serves in advisory roles for multiple registered investment companies and model portfolios.

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 with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan, he worked in various roles including at Lowe's Companies and Thrivent Financial. Outside of his advisory work, he owns and operates Kamprath Coins, Gems, and Collectibles LLC, where he creates custom jewelry, trades coins, and restores antiques. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a broad range of eligible strategies.

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.

Gabriel Torres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry for six years and focuses on helping clients pursue their financial goals through personalized wealth management strategies. Gabriel works closely with families, individuals, and business owners, emphasizing wealth management and portfolio construction. He guides clients through the complexities of investing by creating tax-efficient plans that align with their goals, risk tolerance, and time horizons. He also leverages resources available through Bank of America and Merrill to enhance the client experience. Gabriel grew up on the South Side of Chicago and attended Brother Rice High School before earning a Bachelor's Degree from the University of Chicago, where he studied Law/Letters and Music. He remains active in the university community and volunteers his time with several organizations. Gabriel holds the Personal Investment Advisor (PIA) designation and is a member of professional organizations including those in Illinois and the University of Chicago Alumni Association. In addition to his professional activities, Gabriel enjoys basketball, cooking, music, spending time with his family, and traveling. He conducts his work in both English and Spanish, providing service suited to his clients' needs.

Samuel Peters is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various roles across several industries, including positions at Fontana Sports and Lifetime Fitness Club. He also has experience working in university settings and part-time roles in service and retail sectors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and asset management services. The firm’s financial planning process utilizes structured discovery tools and modeling techniques but generally does not include individual security recommendations within standalone planning programs.

Connor Fixel is a financial advisor at Osaic Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial, Inc. and High Point Capital. Outside of his advisory role, he is involved as a tax preparer with First Team Financial during the tax season. Osaic Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and model-based investment strategies. The firm is notable for its scale, recent consolidation activity, and its complex affiliate network that supports a wide range of client needs.

Dan O'heron is a financial advisor with Edward Jones in South Milwaukee, WI. He holds Series 63 and Series 66 credentials and has 13 years of industry experience, including 10 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

John Hutchinson is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services, LPL Financial, and First Midwest Bank. In addition to advisory work, he assists clients with life, disability, and long-term care insurance through MPC Insurance Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that includes asset allocation, portfolio optimization, and access to both discretionary and third-party-managed strategies.

Joseph Poletti is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sandra Kalve is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2009. Kalve joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Annemieke Van Der Werf is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Edward Jones prior to joining Ameriprise. Outside of her advisory work, she serves as a dog show judge for the American Kennel Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Justin Brellenthin is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He is based in New Berlin, WI, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and money market options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.