Matthew Loverine is a financial advisor with OSAIC based in Milwaukee, WI, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. He owns Thomey Financial Services, where he meets clients and provides portfolio design and financial planning. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, managed on either a discretionary or non-discretionary basis.

Matthew Kolb is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. He has been with RBC Capital Markets since 2018, previously working at Edward Jones and the University of Dayton. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Thomas Klug is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at UBS Financial Services Inc. and has been with Ameriprise in various capacities since 2017. Outside of his advisory role, Klug is a musician who performs with the band Van Eskes. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools to support its recommendations.

Natalie Cook is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked at the University of Wisconsin-Milwaukee and the Greendale School District. 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 provides customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Vijay Raj is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 34 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. There are no reported outside business activities involving Vijay Raj beyond his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and brokerage products through an integrated platform that combines advisory programs with insurance and lending solutions.

Trent Remmers is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has previously worked with Ellenbecker Investment Group and held various roles at Halquist Stone and the University of Wisconsin. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Patrick Bergman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2012. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Abraham Dispennette is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and American Family Insurance. Outside of advising, he is a 33% owner of a franchise holding company and serves in the Wisconsin Army National Guard. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, using proprietary research and model-based asset allocations to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Carl Axel Sjoeberg is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. Prior to his current role, he held positions with various professional soccer organizations including San Antonio FC, D.C. United, Columbus Crew, and Colorado Rapids. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Charles Albrecht is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Brookfield, Wisconsin. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public finance and institutional consulting capabilities.

Patrick Mcguire is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2010. Based in Milwaukee, WI, he is part of a firm that serves a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The DDK Group, where Mcguire works, is a team within Baird’s Private Wealth Management practice that offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to address client goals and risk tolerances across a variety of traditional and non-traditional investment strategies.

Michael Charboneau is a Series 66-licensed financial advisor with Morgan Stanley, based in Waukesha, WI, and has 17 years of industry experience. He previously worked at Robert W Baird & Co. for seven years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Debra Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. She has been associated with Raymond James since 2010 in various capacities and is also involved with Intelligent Investors Group. Outside of her advisory role, she supports Intelligent Investors, LLC in a non-investment capacity. Raymond James Financial Services Advisors serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than delegated management.

Davin Kuokkanen is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Anthony Szymborski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has worked with Cambridge and its related entities since 2019 and has been affiliated with Nettworth Financial Group since 2004, where he is also a founder and owner. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering a range of financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals. The firm provides both proprietary model strategies and access to third-party managers, with investment solutions tailored to client objectives across multiple platform arrangements.

Caroline Gundersen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with less than one year of industry experience. Her background includes multiple roles at the University of Wisconsin-Madison and Johnson Controls International PLC, as well as a position at Simma's Bakery. The DDK Group at Robert W. Baird & Co., where she works, serves individuals, businesses, pensions, and charitable organizations with a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax management and direct-indexing capabilities.

Nicholas Cafaro is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. He has been with Baird since 2019. Outside of his advisory role, he serves as a baseball coach for Glendale Knights Baseball. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Michael Leberman is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Robert W. Baird & Co. since 2003. 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, 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.

Ricky Burroughs is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans and implement strategies aimed at simplifying their financial lives. Ricky has experience in wealth management and financial representation, having worked as a Registered Wealth Management Associate at U.S. Bancorp Investments from 2018 to 2023, and as a Financial Representative II at Fidelity Investments from 2016 to 2018. Outside of his professional work, Ricky is interested in family activities, football, golf, softball, and volunteering.

Emily Wright is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has worked at Cetera Investment Services LLC since 2016 and has been associated with North Shore Bank since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts.