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.

Lisa Mccue is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has been with Cetera and Cetera Investment Services LLC since 2011 and also works as a personal banking officer at First Community Bank, where she provides deposit services and manages staff. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and investment strategies.

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.

Michael Schoeder is a financial advisor with LPL Financial based in Janesville, WI. He holds Series 63 and Series 66 credentials and has 34 years of industry experience. He has worked at LPL Financial since 2011 and Old National Bank since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Megan Mc Carthy Cline is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2020 and previously spent 14 years at Blain Supply, Inc. Edward Jones is a full-service wealth management firm serving over four million individuals and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other financial services through a nationwide network of more than 23,700 advisors.

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.

Cari Henning is a financial advisor with Edward Jones in Milton, WI, holding Series 63 and Series 65 designations and having 22 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services supported by a network of approximately 23,701 advisors and 15,121 branches. The firm provides discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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.

Thomas Lindell is a financial advisor with Edward Jones in Janesville, WI, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He worked at Invest Financial from 2013 to 2017 before joining Edward Jones in 2017. 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.

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.

Dawson Dahlberg is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2020, following prior work at North Shore Country Club and a period focused on full-time education. 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, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Ezra Robinson is a financial advisor at Edward Jones with two years of industry experience. His prior work includes roles at Chase Bank and various positions outside finance, including military service in the Air Force and employment at Amazon. He is also the owner of The Caring Brothers, a moving and contracting business based in Janesville, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.