Tom Lucash is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. With 23 years of industry experience, he collaborates closely with clients to understand their financial goals and aspirations. Tom focuses on developing customized financial plans that emphasize flexibility, comfort, and sustainability. Before joining Fidelity Investments, Tom worked as an Investment Solutions Consultant at New York Life Insurance Company from 2005 to 2018. He also served as a Financial Advisor at Morgan Stanley from 2003 to 2004. Outside of his professional role, Tom engages in family activities and pursues interests including fitness, golf, hiking, caring for pets, and reading.

Robert Lalich is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI. He holds Series 63 and Series 66 credentials and has five years of industry experience. His prior roles include positions at Wells Fargo Funds Distributor, LLC, Quasar Distributors, LLC, and U.S. Bancorp Fund Service, LLC. Robert W. Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, tax management, and custody and brokerage services, supported by internal research and ongoing manager oversight.

David Morris is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank from 2020 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning services, leveraging in-house and third-party investment managers along with integrated capital markets capabilities.

Timothy Prevo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent a decade with Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable investment menu that includes insurance-related vehicles and bank deposit sweep options.

Patrick Mc Guinnis is a CFA® charterholder and registered investment advisor with Cetera, based in South Milwaukee, WI. He has four years of industry experience, including time at Wells Fargo Asset Management and Avantax Advisory Services. Outside of his financial advisory work, he is a part-time flight instructor and the managing member of a bookkeeping business. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized investment strategies, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Steven Luterbach is a financial advisor with Stifel in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at B. C. Ziegler and Company from 2010 to 2018 before joining Stifel. He serves on the advisory board for the UW-Whitewater Finance and Business Law Department, providing feedback on student presentations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Brennen Tofson is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and two years of industry experience. His prior work experience includes roles at Wilderness Resort, Wild Rock Golf Club, and Wealth Distribution Strategies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs through a broad network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ann Di Donato is a financial advisor with Ameriprise in Hartland, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized recommendations through a centralized consulting team.

Darin Dequardo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Before joining LPL Financial in 2025, he worked at G2 Insurance Services, Inc. and Ohio National Financial Services for seven years each. 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 financial planning and investment solutions, including model portfolios and third-party asset management access, supported by a large network of advisors and advanced operational tools.

Daniel Mares is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at BMO Bank, N.A. for six years and held positions at Local Job Network and Chase Bank, N.A. He serves as a board member of the Riverview Pointe Home Owners Association, overseeing monthly operations and contract negotiations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary advisory solutions under a fiduciary standard.

James Hyndman IV is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc., Packerland Brokerage Services, Inc., and New England Securities. Outside of his advisory role, he has operated as a financial aid consultant through Iron Board Financial LLC and worked as an Uber driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, leveraging both proprietary research and technology to support its network of over 22,800 advisors.

Michael Schroeder is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 24 years of industry experience. He has been with Robert W. Baird since 2013 and holds Series 63 and Series 66 licenses. Schroeder serves as Treasurer on the board of the Lakepointe Townhomes Condominium Association. Robert W. Baird & Co. provides wealth management services to individuals, corporate clients, pensions, and charitable organizations through a variety of portfolio management programs and financial planning services. The firm uses internal research, manager selection, and tax-management strategies as part of its advisory approach, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Amanda Ridgway is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. She has been with Robert W. Baird since 2016. The DDK Group, where Amanda works, is part of Robert W. Baird & Co.'s Private Wealth Management department and provides services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions, utilizing internal research, manager selection, and technology including artificial intelligence to support client advice.

Nicholas Larson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has over 21 years of experience in the financial industry, including previous roles as a Senior Financial Consultant at Wells Fargo Funds Distributor from 2005 to 2010, and as a Financial Consultant at Strong Investments from 2004 to 2005. As a Certified Financial Planner, Nicholas partners with clients to develop customized financial plans that start with setting goals and evaluating risks. He emphasizes adjusting these plans over time to help clients work toward their full financial potential. He prioritizes building trust through honesty, integrity, and transparency to become his clients' most trusted advisor. Outside of his professional work, Nicholas enjoys a variety of personal interests including family activities, fishing, golfing, outdoor adventures, traveling, and exploring food.

Laura Wilcox is a CFP® professional with 29 years of experience in financial advising. She is currently affiliated with Cambridge Investment Research Advisors and has held roles at the Financial Planning Center for Women since 2020 and Wilcox Financial Advisors from 2008 to 2019. Wilcox is involved in pro bono community education, providing financial coaching and education to civic groups without compensation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Jeffrey Jaeger is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by various portfolio management and financial planning services.

Madelynn Alejos is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. She has been with Robert W. Baird since 2014. Alejos is also the owner of a sole proprietorship unrelated to her investment activities. She is part of The DDK Group within Robert W. Baird’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, portfolio management, managed account programs, and custody and brokerage services, with a focus on manager selection, internal research, and the use of advanced tools such as artificial intelligence.

Joshua Pullmann is a Series 66 licensed advisor with LPL Enterprise who has three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as nearly two decades at Panera Bread. Outside of his advisory work, he is involved in the sale of fixed life insurance products through Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it provides financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 industry experience. He has been with Robert W. Baird & Co. since 2020 and previously worked at Wells Capital Management and Allspring Funds Management, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, with ongoing manager selection and internal research supporting client advice.