Darren Dewing is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has two years of industry experience, including prior roles at Associated Bank and Rinka Architecture. Dewing is a limited partner in a limited liability company focused on constructing and operating a residential apartment complex in Oak Creek, WI. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Farrah Stephan is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012. Stephan also has prior experience at JPMorgan Chase Bank and Bank One in Wisconsin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Anna Gorman is a CFP® with 20 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Woodbury Financial Services, VOYA Financial Advisors, Wells Fargo Investments, and Citigroup Global Markets. Beyond her advisory role, she is also an independent insurance agent. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services that include comprehensive financial planning and advisor-managed portfolios. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and provides multiple program options through its extensive affiliate network.

Timothy Cerny is a financial advisor with LPL Financial in Oak Creek, WI, holding Series 63 and Series 65 credentials and having 34 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, Inc., BMO Harris Bank NA, M&I Trust Company, and Chase Investment Services Corp. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Christopher Leberfing is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, he serves as a board member for the Steinle Foundation, a charitable organization, and volunteers with Junior Achievement of Racine. Baird’s DDK Group operates within the firm’s 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, and custody, utilizing internal research and a combination of investment strategies.

Joshua Kassulke is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including CUNA Mutual Group, CUNA Brokerage Services, Ameriprise Financial Services, Southport Bank, and Magnum.Media. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolio programs and third-party asset management, supported by advanced operational and research tools.

Bradley Roe is a financial advisor with Edward Jones in Burlington, WI. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Waznik Heike Group, Merchants Bank, and Geneva National. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management and a large national network of advisors and branch offices.

Kevin Newton is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2023. Prior to joining Baird, he was with Farmers Insurance and Farmers Financial Solutions from 2016 to 2023. Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through its Private Wealth Management department, offering financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies, tax-management techniques, and ongoing manager oversight, managing approximately $394 billion in regulatory assets as of the end of 2025.

Sarah Borchardt is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at BMO Bank, Re/Max Leading Edge The Fabiano Group, Johnson Financial Group, and TCF Bank. Outside of her advisory role, she works part-time for DoorDash in a non-investment capacity. The DDK Group, where she works, is part of Baird’s Private Wealth Management department and serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies with ongoing manager selection by internal investment professionals.

Joel Beck is a financial advisor with Robert W. Baird & Co. in Racine, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Robert W. Baird since 2009. Joel is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Alejandro Zamora Jr. is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, supporting non-discretionary recommendations tailored to client needs.

Aaron Spitzner is a financial advisor with LPL Financial in Waterford, WI, holding the CFP® designation and Series 66 license. He has 14 years of industry experience, having worked at several firms including Creative Planning, LLC and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio programs and technology tools while overseeing substantial discretionary assets.

Jacob Follis is a financial advisor with Merrill holding a Series 66 credential and has less than one year of industry experience. His prior work includes roles at FORM Wealth Advisors and the University of Alabama, along with positions in public works and education sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tara Pankow is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2013. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations by providing a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Jeane Schell is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC. Schell serves as a director for the South Suburban Chamber of Commerce in Oak Creek, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a significant retail advisor and branch network.

Jessica Strini is a Series 66-licensed financial advisor with LPL Financial, based in Racine, WI, and has 25 years of industry experience. Her prior experience includes roles at BMO Harris Financial Advisors, BMO Harris Bank, M&I Investment Management Corp., and Chase Investment Services Corp. She is also employed outside the investment industry at The Rave in Milwaukee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a variety of financial planning and asset management solutions, including model portfolios and third-party subadvisors, supported by advanced research and operational tools.

Thomas Follis is a financial advisor at Merrill with 29 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Outside of his advisory role, he manages a family-owned real estate business, Follis Hunting Cabin LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

Michael Schold is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses and is based in Racine, WI. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Jason White is a financial advisor with Merrill in Oak Creek, Wisconsin, holding a Series 66 designation and 15 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Bishop is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He has been with Robert Baird & Co. for 33 years and holds Series 63 and Series 66 licenses. He serves as a board member and on the investment and finance committee for Roma Lodge in Racine, WI. Robert Baird & Co.'s DDK Group provides private wealth management services to individuals, families, pensions, corporations, and charitable organizations. The group offers financial planning, discretionary and non-discretionary portfolio management, and utilizes a range of investment strategies tailored to client goals and risk tolerances.