Jennifer Buttram is a financial advisor with Robert Baird & Co. in Sheboygan, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Baird in 2023, she was affiliated with Clear Track Financial Advisors and Raymond James Financial Services for nine years. She has also provided administrative support at Clear Track Financial Advisors. Jennifer 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 using a range of strategies, including discretionary management, separately managed accounts, and both traditional and non-traditional investment approaches.

Sherri Halverson is a financial advisor with Thrivent Investment Management based in Cleveland, WI. She holds a Series 66 designation and has 24 years of industry experience. Prior to joining Thrivent, she worked at Robert W Baird & Co, Inc for 17 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses addressing a wide range of planning topics, and clients can combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Lonna Near is a financial advisor at Morgan Stanley in Sheboygan, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked for the Howards Grove School District for 12 years. Outside of her advisory role, she is an Independent Associate with Legal Shield, providing legal services and identity theft monitoring. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and methodologies in its process.

Cory Davis is a financial advisor with Robert Baird & Co. in Sheboygan, WI, holding a Series 63 designation and 33 years of industry experience. He has been with Robert Baird & Co. since 1990. Outside of his advisory role, he serves as a principal and member of Jim Weimer Rod Garage and JWRG Holdings in Belgium, WI. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services utilizing a variety of traditional and non-traditional investment strategies.

Gregory Casper is a CFP® professional at Osaic with 13 years of industry experience. He previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Casper serves as president of a nonprofit organization, BNI, where he facilitates and leads meetings. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across multiple asset types.

John Frausto is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, TCFG Wealth Management, and SII Investments. Outside of finance, Frausto owns Topspin Tennis LLC and works as a tennis associate at Sports Core. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various technology-driven investment strategies.

Jacob Boyer is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. His previous roles include positions at Robert W. Baird, Hammes Partners, and KPMG, LLP. Outside of his advisory work, Boyer serves as treasurer of the board for Habitat for Humanity in Sheboygan and holds various volunteer and board roles in local community organizations. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and investment platforms.

Jean Ann Blanke is a financial advisor at Cetera with 22 years of industry experience. She holds the ChFC® designation and securities licenses Series 63, 65, and 66. Prior to joining Cetera in 2025, she worked at Avantax Advisory Services and related Avantax entities for over two decades. Outside of her advisory role, she owns a tax preparation and accounting business specializing in tax planning and IRS representation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services through multiple program structures and access to both affiliated and third-party investment managers.

Carl Rickmeier III is a financial advisor with RBC Capital Markets in Plymouth, WI, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors, as well as managing Rickmeier Corporation for 36 years. He serves on the boards of Camp Evergreen, a nonprofit supporting individuals with cognitive disabilities, and the Economic Club of Sheboygan. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individuals, institutions, and charitable organizations. The firm offers customized investment advisory programs with a variety of management and portfolio implementation options, supported by RBC’s extensive capital-markets capabilities.

Jonathan Risseeuw is a Series 66-registered financial advisor with Thrivent Investment Management, bringing six years of experience at the firm and five years in the industry. Prior to his advisory role, he worked for 19 years at Kohler Company. He serves as Vice President of the Kohler School Foundation, an organization that raises funds to support enhanced educational experiences for students. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm emphasizes planning across a wide range of topics and allows clients to combine these services with managed accounts through a consolidated billing option.

Victoria Brunner is a Series 66-licensed financial advisor with Morgan Stanley in Sheboygan, WI, and has 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and investment committee estimates.

Margaret Hansen is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of her advisory work, she serves on the investment committee of the Town & Country Garden Club in Sheboygan, Wisconsin, and works as a cashier at Parker John's Food Stand at Road America. Morgan Stanley Wealth Management offers a wide array of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through both individual and corporate financial planning agreements.

Eric Grasse is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 23 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Grasse serves as a board member of the Lakeshore Technical College Foundation and is an elder at Bethel Orthodox Presbyterian Church. He also owns a drone recovery business that provides infrared drone services to locate unrecovered game. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option, focusing on holistic analyses without managing institutional portfolios.

Robert Reindl is a Series 66-registered advisor with LPL Financial, based in Manitowoc, WI, and has six years of industry experience. He has worked with LPL Financial, CUNA Brokerage Services, Inc., and UnitedOne Credit Union in various financial services roles. Additionally, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Scott Mendelsohn is a financial advisor at Osaic with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic Wealth, Inc. in 2018, he worked at Signator Investors, Inc. and John Hancock Life Insurance Co. for 21 years. He also works as an insurance agent, advising clients on their insurance needs. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs, employing asset-allocation tools and risk-tolerance questionnaires to construct diversified portfolios.

Paul Leal is a financial advisor at Edward Jones in Plymouth, WI, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously worked at Fifth Third Securities from 2010 to 2016 before joining Edward Jones in 2016. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grace Satori is a financial advisor with Robert W. Baird & Co. in Sheboygan, WI, holding a Series 66 credential and with one year of industry experience. Prior to joining Baird in 2023, she worked at Treehouse Foods and Shipbuilders Credit Union while completing her studies. Outside of her advisory role, she serves as an athletic coach for the Lakeshore Storm Volleyball Club. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Michael Mussay is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Cantella & Co., Inc. for over 20 years before joining Cambridge in 2022. Mussay is also the owner and partner of Mussay Financial Group, Ltd. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of portfolio management options, including proprietary and third-party strategies, with flexible implementation across multiple platforms.

Mary Tarlton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at Shawano County, Brown County Child Support Agency, Bemis, Kohler, and UW-Milwaukee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices.

Daniel Hill is a financial advisor at Osaic with 20 years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Securities America Inc. for 14 years. Outside of his advisory role, he serves as a substitute teacher in the Sheboygan Area School District and is licensed to provide insurance solutions through USAdvisors Insurance Agency. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party investment platforms and managed accounts.