Brian Donnelly is a financial advisor with Robert Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1996. Outside of his advisory role, he serves as Treasurer for the YMCA of Northern Rock County. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Ethan Dahlberg is a financial advisor with Robert W. Baird & Co. in Janesville, Wisconsin, holding a Series 66 designation and bringing nine years of industry experience. He has been with Robert W. Baird since 2017, following two years at Lakeshore Electrical Sales. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, emphasizing ongoing manager selection and the use of internal research tools in client advice.

Leah Fink is a financial advisor with LPL Financial in Roscoe, IL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with LPL Financial since 2018, following prior roles at SII Investments Inc and other positions outside the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by extensive research and model portfolios.

Dennis Alt is a financial advisor with Cetera who holds a Series 63 designation and has 39 years of industry experience. He has an extensive background including roles at Avantax Advisory Services and Alt Tax & Financial Services Inc. Outside of his advisory work, he is involved in tax preparation and financial advisory through his own firm, Alt Tax & Financial Services Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Scott Richardson is a financial advisor with LPL Financial in Janesville, WI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is involved as an insurance agent and notary and is engaged in business activities related to elder life and wealth management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Kelly Garrow is a financial advisor with Robert W. Baird & Co. in Janesville, Wisconsin, holding a Series 66 designation and seven years of industry experience. Prior to joining Baird in 2019, Garrow worked at Thrivent Investment Management Inc. and Thrivent Financial, as well as serving at Trinity International University. Baird’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research, model-traded strategies, and ongoing manager monitoring.

Ryan Benton is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2020 before joining Thrivent. Outside of his advisory role, Benton creates product review content for Amazon and TikTok. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers ongoing or one-time engagements without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Genise Brandt is a financial advisor with Robert Baird & Co. in Janesville, WI, holding a Series 66 designation and 25 years of industry experience. She has been with Robert Baird & Co. since 1997. Brandt serves as a board member and secretary for the LPGA Amateurs Stateline Chapter. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse range of clients, including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers, and provides municipal advisory and public finance services alongside its investment management capabilities.

Gary Pankonien is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 32 years of industry experience. His work history includes over two decades at Avantax in various advisory and insurance roles as well as ongoing involvement with Alt Tax and Financial Services, where he personally prepares individual income tax returns for clients. He also serves as power of attorney for his mother’s finances. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party model portfolios and strategies.

Tammy Schindler 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 2005. Outside of her advisory role, she assists occasionally with office duties at River Bend Builders, a general contracting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer Schwarze is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at Bates Financial Group, Bates Financial Advisors, Bates Securities, and Stifel Nicolaus, among others. Schwarze is based in Janesville, Wisconsin. She 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 provides tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Prudence Harker is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 47 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of her advisory role, she serves as Vice President of the KANDU Endowment Fund, participates on the grants committee of the Stateline Community Foundation, and is involved with several local nonprofit financial and advisory committees. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Kari Drascic is a financial advisor at Robert Baird & Co. with nine years of industry experience. She has been with Robert Baird & Co. since 2016 and holds a Series 66 designation. Kari is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and alternative investment strategies.

Anne Schumacher is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Direct Supply for six years and has held positions at the University of Wisconsin La Crosse and Kwik Trip. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gabriel Szerlong is a financial advisor at Edward Jones in Janesville, WI, holding a Series 66 designation with seven years of industry experience. Prior to his current role, he worked at The Mens Wearhouse and held positions with the State of Wisconsin and a political campaign. He has concurrent business activities with The Mens Wearhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm offers various investment strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Branden Johnson is a Series 66 licensed financial advisor with Edward Jones in Beloit, WI, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at World Cup Packing for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Stacey Wiedenmeier is a financial advisor with Wells Fargo Advisors in Janesville, WI, holding Series 63 and Series 66 designations and having 10 years of industry experience. Prior to her current role with Wells Fargo Advisors Financial Network, she worked at Wells Fargo Clearing Services LLC and BMO Harris. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas like business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Joel Otto is a financial advisor with Thrivent Investment Management in Beloit, WI, holding a Series 66 credential and seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019. Outside of his advisory role, he serves on multiple nonprofit boards in the Beloit area, including Beloit Cares, Willow Women’s Center, and Outdoor Outreach, and occasionally sells sports cards through online platforms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management or institutional client services.

Michael Rowley is a financial advisor at LPL Financial in Janesville, WI, holding a Series 66 designation with two years of industry experience. He has worked at firms including Johnson Financial Group and Retirement Income Strategies. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Mark Forberg is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Associated Investment Services, Inc. He is also a partner at Mutually Focused Financial Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and oversees more than $256 billion in assets across over 10,000 advisors.