Benjamin Johnson is a CFP® professional with five years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He has held positions with Raymond James entities since 2019 and is also associated with Intelligent Investors Group LLC in a support capacity. Johnson's career includes prior roles at Fresh Madison Market and educational institutions. 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 employs tailored, non-discretionary planning supported by analytical tools and a broad advisor network, with specialized offerings in municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Bridget Pucel is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Planning Consultant from 2022 to 2024 and as a Financial Representative from 2021 to 2022 within the same organization. Bridget focuses on understanding her clients' goals and priorities to develop effective financial plans. She emphasizes client education and collaborative planning to build confidence in financial decision-making. Bridget and her team prioritize clear and consistent communication to support clients throughout the financial planning process. Outside of her professional work, Bridget engages in family activities, fitness, exploring food, traveling, and volunteering.

Scott Grenier is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding CFP® and ChFC® designations and over 25 years of industry experience. He has been with Robert W. Baird since 2010. Grenier serves as a board member of the Milwaukee Winter Club. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pensions, corporations, and charitable organizations, utilizing a range of investment strategies and management approaches.

Laura Hopp is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1995. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Diane Veenendaal is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. She has been with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kristin Lindblom is a CFA® charterholder with 28 years of experience in the financial industry. She has been with Robert W. Baird & Co. since 2001. Outside of her advisory role, she serves as Treasurer and board member of the Tourette Syndrome Association of Wisconsin. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and nonprofit clients through a range of consulting and investment management solutions.

Emma Hofman is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has prior work experience at The Ohio State University and Americas Restaurant. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning, portfolio management, and brokerage services using a variety of strategies and overlay tools to meet client goals and risk tolerances.

Shannon Lutze is a Series 63-licensed financial advisor with Ameriprise in Sussex, WI, and has 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Christine King is a CFP® with 28 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of her advisory role, she serves on the Board of Directors for the Rotary of Kenosha West as Co-Sargeant at Arms. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports delivered in partnership with advisors like King.

John Henningfield is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including over 20 years with Cetera Investment Services and more than two decades at The Equitable Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Henry Schlenker is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential and three years of industry experience. Prior to joining Baird in 2022, he worked at U.S. Bank Global Fund Services and has experience in both the financial and food service industries. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Robert Schultz is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Baird since 2021. Prior to that, he was with CWM, LLC, Red Cedar Capital, and Cyprium Partners, and also spent four years at Creighton University. Robert W. Baird & Co. is a large institution with over 2,600 advisors serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology-driven tools.

Brandon Andreasen is a financial advisor with Ameriprise who holds a Series 66 designation and has nine years of industry experience. He has been with Ameriprise Financial Services since 2016. Andreasen serves on the Board of Directors for the Zoological Society of Milwaukee Associate Board. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing annual advice.

Matthew Coburn is a financial advisor with Robert W. Baird & Co. in Mequon, Wisconsin, holding a Series 63 designation and 33 years of industry experience. He has been with Robert W. Baird & Co. since 1997. Robert W. Baird & Co.'s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, discretionary and non-discretionary portfolio management, and brokerage services. The team customizes investment strategies based on client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and non-traditional asset classes.

William Ticali is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 1997. Outside of finance, he has been involved with Filippo's Italian Restaurant for 30 years and serves as Treasurer for St. John's Lutheran Church in Sullivan, WI. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored investment solutions combining in-house and third-party managers, offering services from financial planning to discretionary portfolio management.

Benjamin Aronin is a financial advisor with LPL Financial based in Mequon, WI. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining LPL Financial, he worked at JPMorgan Chase Bank and J.P. Morgan Securities, as well as Northwestern Mutual Life Insurance Company. He is also involved with Legacy Basketball Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party management, and customizable strategies across various asset classes.

Lukas Barthel is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cetera in Milwaukee, WI. His prior experience includes roles at Minnesota Life Insurance Co and Securian Financial Services Inc, as well as communications positions at Prime Communications Inc and Spring Communications Inc. Barthel is also involved with North Star Resource Group, where he provides financial advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Timothy Fuhr is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He has been with Robert Baird & Co. since 1993 and holds a Series 63 designation. 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. The group provides 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.

Michelle Plumridge is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds a Series 63 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with customized strategies based on each client's Advisory Risk Profile.

William Richards is a financial advisor with Morgan Stanley in Mequon, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2015 and joined Morgan Stanley Private Bank, N.A. in 2026. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market modeling techniques.