Bryan Johnson is a financial advisor with Robert W. Baird & Co. Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he is a passive member of Gameday Men's Health. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

Robert Groth is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Cetera Advisor Networks and has operated Groth Accounting, Inc., a tax preparation and accounting firm, since 2009. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Hoppenrath is a financial advisor with Ameriprise in Lake Mills, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Finance for St. Paul's Church and School in Lake Mills and is an assistant volleyball coach at Lakeside Lutheran High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research and modeling with tax-efficient strategies to support client retirement goals.

James Richter is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services LLC and Waukesha State Bank. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides tailored financial planning and portfolio management services using a range of strategies including discretionary management and separately managed accounts.

Toniette Flint is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing seven years of industry experience. She previously worked at First Bank Financial Centre before joining Thrivent, where she has been since 2019. Outside of her advisory role, she serves as Vice President of the Johnson Creek Historical Society and is a Development Board Member for Safe Families for Children Wisconsin. 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 financial planning covering a range of topics, delivered either as one-time or ongoing engagements, without discretionary trading authority or institutional portfolio management.

Julie Starchevich is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2014 and holds the Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Gena Friend is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird since 2007 and holds the Series 66 designation. She is part of the DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing both internal research and external partnerships in its advisory approach.

Todd Sivak is a financial advisor at LPL Financial with 34 years of industry experience. He has previously worked at MML Investors Services and MassMutual Life Insurance Company for 19 years. Outside of his advisory role, he serves as an agent for fixed annuities with GBU Financial Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with various investment platforms, including model portfolios, third-party subadvisors, and customized strategies.

Michael Higbee is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Heart of America Corp and Taiho Oncology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

David Strohmayer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for eight years at Kayser Chrysler Center of Watertown. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Nicholas Burge is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial and CUNA Mutual Group before joining Raymond James and also serves as a financial advisor at Farmers & Merchants State Bank, where he focuses on asset allocation, income planning, and college funding for both bank customers and non-customers. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals, and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Aaron Genthe is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 designation. Outside of his advisory role, he serves as President and currently as Director At-Large of the Lake Mills Area Community Foundation, where he manages an eight-person board overseeing community donations and grants. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households and institutional clients. The firm offers a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Ethan Schmidt is a Series 66-licensed financial advisor with Edward Jones, based in Lake Mills, WI, and has three years of industry experience. His prior roles include positions at Summit Credit Union, Retirement Income Strategies, and Mutual of Omaha Investor Services and Insurance Company. 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 financial advisors and branch offices.

Robert Bortz Jr. is a financial advisor with Ameriprise in Oconomowoc, WI, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 2008. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Monastery Hill Homeowner Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis with a broad range of advisory, brokerage, and insurance solutions.

Ronald Counsell is a financial advisor at Edward Jones in Watertown, WI, with 16 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.