Andrew Kroll is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2020, previously serving at UW Credit Union since 2015. In addition to advisory work, he is a licensed notary. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and a broad platform of financial products.

Brian Jansen is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and SECURITIES AMERICA, inc. He also serves on the 401(k) committee for Tri City National Bank. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Morgan Vander Missen is an advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2023. Prior to joining Baird in 2024, Vander Missen held roles at Nicolet National Bank and the University of Wisconsin-Milwaukee. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm combines internal research, manager selection, and innovative strategies, including tax management and direct-indexing, to provide tailored advisory solutions.

Krisi Dimo is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding a Series 66 designation and eight years of industry experience. She has been with Robert W. Baird since 2016 and previously worked at UBS for one year. 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 charitable organizations. The group offers customized financial planning and portfolio management using a range of strategies, including discretionary and non-discretionary services, separately managed accounts, and overlay solutions.

Jonas Edstrom is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2013, following a tenure at City National Bank from 2022 to 2025. Based in Milwaukee, WI, he serves clients through RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers, with services that include portfolio management, financial planning, custody, and brokerage.

Bradley Simenz is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves as a trustee for family trusts aimed at generational wealth preservation and distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and underwriting services.

John Richards is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. He holds the Series 66 designation and has 20 years of industry experience, including 15 years with Robert W. Baird & Co. Inc. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice. The firm advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations, offering tailored consulting and portfolio services that incorporate both traditional and complex investment strategies.

Laura Thurow is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and having 25 years of industry experience. She has been with Robert W. Baird since 2000. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals—including high net worth clients—as well as corporate and business clients, pension 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, with ongoing manager selection supported by internal research and tools.

Sara Brown is a financial advisor at Robert Baird & Co. with 21 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Investments. Brown serves as a board member of the Rolling Meadow Condo Association in Mequon, WI. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies alongside active manager selection and internal research to deliver its advisory services.

Keith Martens is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model various outcomes, supporting clients in managing approximately $2.74 trillion in assets.

Carrie Clarizio is a financial advisor with Morgan Stanley in Milwaukee, Wisconsin, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Joseph Vruwink is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection and internal research tools.

Kyle Wold is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade in various capacities since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

John Maguire is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Fisher Investments in 2020, he worked for Lazard Asset Management and Lazard Asset Management Securities from 2014 to 2019. Outside of his advisory role, he serves as an office administrator for a construction contracting business. Fisher Investments serves a global clientele of institutional and private clients, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment approach with a five-member committee, utilizing quantitative and qualitative analysis, tax-aware strategies, and risk management techniques.

Mark Pittleman is a financial advisor at OSAIC with 40 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for four decades before joining OSAIC in 2025. Outside of his advisory role, Pittleman serves as a board member of Anshe Sfard Kehillat Torah, a synagogue in Milwaukee, and owns AJC Realty, LLC, which manages an office building. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization alongside a range of managed portfolio programs and third-party manager options.

Sarah Knudson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab in Brookfield, WI. She has been with Charles Schwab and Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a distinctive operational structure.

Matthew Deering is a financial advisor with Robert Baird & Co. in Whitefish Bay, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Robert Baird & Co. since 2008. 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, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, using a range of investment strategies and overlays tailored to client goals and risk tolerances.

Scott Sullivan is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 35 years of industry experience. He has been with Robert Baird & Co. since 1990. Outside of his advisory role, he is an owner and member of a non-investment related S Corporation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Margaret Spada is a CFP® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2009, totaling 16 years of industry experience. She is based in Brookfield, WI. Outside of her advisory role, she has participated in guest welcoming and wine tasting events at a winery in Skaneateles, NY. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Wisniewski is a financial advisor with OSAIC based in Brookfield, WI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including 35 years at Signator Investors, Inc. and over 8 years at Royal Alliance Associates, Inc. Wisniewski owns several financial services businesses focused on fixed annuities, mutual funds, and insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, and it supports various program types including Unified Managed Accounts and third-party money manager programs.