Alison Frederick is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and has been with Baird since 2020. Prior to joining Baird, she was self-employed for three years and held positions at Bob Evans Farms and other roles. She also serves as plan administrator for an LLC's 401(k) plan. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Scott Schalk is a CFP® with 32 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Schalk serves on the Board of Directors for Horizon Health Services and is Treasurer of the Crezco Foundation, Inc. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Mast is a financial advisor with Thrivent Investment Management in Saint Joseph, Michigan, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with Thrivent and its investment management division since 2014. 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 and planning that can be combined with managed accounts under a consolidated billing option, focusing on a broad range of financial planning topics.

Rebecca Young is a financial advisor at Edward Jones in St Joseph, MI, with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Wendy Mitchell is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services Inc and SagePoint Financial. Outside of her advisory role, she has an ownership interest in a single-family real estate property. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dana Wales is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Wales holds trustee and director positions at Corewell Health Foundation Southwest Michigan and Andrews University, and is involved in tax preparation and independent insurance brokering. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Lee Zimmerman is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1990. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlay services tailored to client goals and risk tolerances.