Kenneth Malczewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Primerica since 2005 and was previously involved with Cross Plains Brewing Company for nine years. He is also a 15% co-owner of Polski Investments, doing business as Bull & Bear Associates. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-based investment strategies managed by unaffiliated asset managers.

Jonah Durham is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at U.S. Bank, CBRE, DPI Supply, and Morgan Dempsey Capital Management. Durham also worked at the University of Wisconsin Milwaukee from 2014 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

Katie Jackson is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Robert W. Baird. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Robert Wright is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Aaron Benson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Robert W. Baird & Co. since 2007 following a brief tenure at Northwestern Mutual Investment Management. Benson serves as Vice President of the Board for the CFA Society of Milwaukee. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, employing manager-traded and model-traded strategies alongside tax-management tools and internal research resources.

Jodi Ristau is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird & Co. since 1997. She 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. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies from traditional to complex allocations.

Joshua Nett is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC for a combined six years and spent nine years at Piggly Wiggly Midwest. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Timothy Bonk is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. His career includes roles at US Bancorp Investments, TIAA-CREF, and Fidelity. Outside of his advisory work, he is a passive investor and owner/partner in a recruiting firm managed by his brother. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured, non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates unique regulatory registrations related to derivatives and commodities.

Lori Mayer is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2008. Outside of her advisory role, Mayer is involved in independent consulting for several skincare and wellness direct sales businesses, including PRUVIT, Ever Skincare, and L'Bri Pure n' Natural. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies, utilizing both in-house and third-party managers.

Daniel Lukes is a financial advisor with Wells Fargo Clearing in Mequon, WI, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. and Office Depot OfficeMax. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Katherine Schoen is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She has been with Robert W. Baird since 2008 and holds a Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Dawn Boegel is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley and Robert Baird & Co. Outside of her advisory role, she has been involved in real estate ownership unrelated to investment advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services with a focus on dependable income sources and tax-aware withdrawal strategies.

Sharon Staley Smith is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019 and previously worked at Thrivent Financial from 2015 to 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual collaborative planning engagements without discretionary investment authority.

Leo Lesch is a CFP® with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. and Waddell & Reed, Inc., and owns Sky Guard Planning, LLC. Outside of his advisory role, Lesch is a commercial pilot and owner of VORTEX LEASING, LLC, which leases helicopters to commercial operators. He also serves as Past Council President and volunteer for the Potawatomi Area Council of the Boy Scouts of America. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a multi-advisor platform with brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supported by proprietary tools and multiple managed account options.

Roger Gervais II is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He has been with Robert Baird since 2009 and holds a Series 66 designation. Outside of his advisory role, he is also an author. Robert Baird’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations by providing tailored financial planning and portfolio management services. The group offers a range of strategies, including discretionary management and separately managed accounts, utilizing both in-house and third-party managers.

Joseph Weirich Jr. is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with RBC Capital Markets since 2008 and has worked at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles. The firm leverages in-house and third-party investment managers and offers strategies including tax management and responsible investing.

Max Mann is a CFA® charterholder with 17 years of industry experience, currently advising at Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2008. He holds a Series 63 license and is a passive member of RioCap Investors LLC, an unrelated business activity. He 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 offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Whitney Sweet is a financial advisor at Robert Baird & Co. with a Series 66 designation and 12 years of experience at the firm. Based in Milwaukee, WI, Sweet has been with Baird since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

Thomas Ewig is a financial advisor with LPL Financial, holding a Series 66 license and six years of industry experience. His prior roles include positions at Mutual of America Financial Group and Securian Financial Services. Outside of his advisory work, he has served as a basketball and softball official since 2017. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Moriarty is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Outside of his advisory role, Moriarty serves on the board of directors of EKSIGENT Technologies, a medical technology company, where he owns about 1% of the company. Moriarty is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and technology tools.