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.

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.

John Furrer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc., M&I Investment Management Corp., and M&I Financial Advisors, Inc. Outside of his advisory role, he is a basketball official in Menomonee Falls, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

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.

Rob Henry is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held the position of Financial Advisor at Janney Montgomery Scott from 2015 to 2023. Rob focuses on helping clients understand their personal finances and aims to build confidence across various life stages by establishing relationships, identifying concerns, and setting goals. With nearly a decade of experience in the financial advisory field, Rob works collaboratively with clients to develop financial plans aligned with their objectives. His approach emphasizes foundational relationship-building and goal-setting as the basis for effective financial planning. Outside of his professional role, Rob engages in family activities, social events with friends, music, outdoor adventures, reading, and volunteering.

James Asplin is a financial advisor with LPL Financial in Port Washington, WI, holding a Series 63 designation and 31 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 19 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with Newport Partners Wealth Management, LLC and JDA Financial, which operate as insurance agencies and investment-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various investment strategies supported by research and operational technology.

Phillip Strosahl is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Cetera Wealth Services, LLC, having previously held positions at Avantax Advisory Services and 1st Global Advisors Inc. Outside of his advisory work, he serves as treasurer for Venturing Crew 109, a youth group affiliated with the Boy Scouts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform that includes affiliated and third-party model portfolios.

Lori Eckhardt is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. She has been with RW Baird since 2018 and previously worked at GE Capital from 2010 to 2018. 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 consulting and portfolio management services, including discretionary and non-discretionary management, SMA programs, and overlay strategies, addressing a broad range of investment objectives and risk tolerances.

Lauren Post is a financial advisor with Robert W. Baird & Co. in Evanston, IL, holding CFP® and Series 66 designations and bringing seven years of industry experience. She has worked at Baird since 2018, following prior roles at Fis and BMO Harris Bank. Lauren is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and nonprofit clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Blake Wiskirchen is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Networkers Funding, LLC, and Baker Tilly. He owns Wiskirchen Financial Group, which provides investment-related services and tax preparation. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals.

Jimmie Collicott Jr. is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. since 2013, as well as prior experience at The Mutual Fund Store and SII Investments, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm integrates a committee-driven modeling process with planner delivery and online tools, offering diversified portfolio management and long-term investment strategies across discretionary and non-discretionary platforms.

Michael Jansen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of his advisory work, he is involved in selling disability insurance for independent contractor real estate agents and also works as a makeup artist with Seint. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Daryl Devorkin is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in a restaurant/bar business in Cedarburg, Wisconsin, where he works as a bartender. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning using structured discovery conversations and firm-approved planning tools.

Timothy Byrne is a financial advisor with Robert W. Baird & Co., Inc. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience, all with Baird since 2002. He serves on the Finance Council for the Archdiocese of Milwaukee and participates on the Investment Committee of the Board at Marquette University High School. Additionally, he attends board meetings for Fairfax Publishing Company Inc., a publisher of senior living guides. Baird’s Private Wealth Management department, including the DDK Group to which Byrne belongs, serves individual, corporate, pension, and charitable clients with financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded SMA strategies with ongoing investment monitoring and offers municipal advisory services alongside its advisory and brokerage capabilities.

Tiffany Kowieski is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm delivers advisory services through a variety of strategies, including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management capabilities, supported by internal research and home-office investment professionals.