Susy Suarez Lemcke is a CFP®-credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erik Stowers is a financial advisor with LPL Financial in Pewaukee, WI, holding a Series 66 designation and 20 years of industry experience. He previously worked at J.P. Morgan Securities for five years before joining LPL Financial in 2017. Outside of his advisory role, he is involved with Verdant Capital Inc, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Alison Aquino is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 2006. Outside of her advisory role, she serves as a trustee for two family trust accounts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Nadya Tenges is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has worked at Baird since 2024. Her prior experience includes roles at New York Life Insurance Company and several positions outside the financial industry. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and alternative investment strategies.

Brandi Hahn is a financial advisor at Osaic with four years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services Inc. and BMO Harris Bank. Outside of advising, she serves as an administrative assistant at D&L Financial Advisors LLC and acts as a licensed life insurance and funeral trust agent. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Anna Jaeger is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at Robert W. Baird & Co. since 2020, following roles at Midland Financial Advisors and Cedarpoint Investment Advisors, Inc. Jaeger is also licensed in insurance, though this represents a minor part of her business. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and investment strategies including separately managed accounts and tax-management features.

Kristin Guadagno is Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2010. She has over 30 years of experience in the financial industry, with prior roles including Vice President, Regional Planning Consultant from 2007 to 2010 and Investment Consultant from 1992 to 2006 at Fidelity Investments. Kristin's practice focuses on developing personalized strategies for retirement and tax-efficient investing, as well as reviewing estate planning considerations, income generation, and asset allocation. Her approach emphasizes understanding clients' priorities to co-create tailored financial plans. Kristin values client referrals as a key indicator of her service quality. Outside of her professional role, she enjoys family activities, horseback riding, scuba diving, traveling, and yoga.

James Richter is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services LLC and Waukesha State Bank. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides tailored financial planning and portfolio management services using a range of strategies including discretionary management and separately managed accounts.

Kevin Mccormick is a financial advisor with LPL Financial in Pewaukee, WI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes long-term roles at BMO Harris Financial Advisors, M&I Trust Company, and affiliated entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Bay is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following a 12-year period running his own firm, Kevin Bay Investments, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Bongard is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is involved with Heritage Private Wealth LLC and wholly owns Bongard Asset Management, LLC, both investment-related activities in West Bend, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial product sales and referral channels.

Andrew Low is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he owns a custom woodworking business and serves as the head varsity boys' basketball coach at Lake Country Classical Academy. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Christopher Brackman is a CFP® professional with 35 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He has been affiliated with Cambridge Investment Research since 2000. Outside of his advisory role, he works as an independent insurance agent and serves as a councilman for Reformation Evangelical Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers multiple platform options and proprietary model strategies, with services tailored to client objectives through a network of independent Financial Professionals.

Erin Ulicki is a financial advisor with Edward Jones in Hartland, WI, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and also operates Ulicki Strategy LLC, which she founded in 2013. Erin founded The Table, a networking group for female financial advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lisa Haushalter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at LPL Financial since 2011 and concurrently serves as a wealth advisor at Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Julie Starchevich is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2014 and holds the Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Micah Bloom is a financial advisor at RBC Capital Markets with two years of industry experience. He previously worked at Fidelity Investments and has held roles in diverse sectors including medical staffing and retail. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers customized advisory programs with discretionary and non-discretionary portfolio management, utilizing a combination of in-house and third-party investment managers.

Ruth Kitzmann is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Raymond James & Associates since 2019, following roles at City National Bank and RBC Capital Markets. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

John Pelletier is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held positions at BMO Harris Financial Advisors, Inc. and BMO HARRIS Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Stephen Barnes is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His career includes over two decades with Waddell & Reed, Inc. and experience with Kaplan Financial. Barnes has also been involved with local organizations such as the Waukesha County Business Alliance and the Waukesha YMCA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources alongside discretionary and non-discretionary management options.