Tom Lenkiewicz is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at J.P. Morgan Securities. His prior roles include positions at BMO Harris Financial Advisors and BMO Harris Wealth Management. He is based in Milwaukee, WI. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Heidi Schneider is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 27 years of industry experience. She holds a Series 63 designation and has been with Robert W. Baird & Co. since 2013. Outside of her advisory role, she serves on the Finance Committee of the Milwaukee Public Schools Foundation and is a board member of the MPS Foundation and Sojourner, as well as treasurer of the Homestead High School Ski Team. She 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 by providing tailored consulting and portfolio management services. The group employs a range of strategies including discretionary and non-discretionary management, manager selection, and overlay services, offering both traditional and complex investment solutions.

Alejandro Zamora Jr. is a financial advisor with J.P. Morgan Securities in Oak Creek, WI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a program that combines quantitative asset-allocation modeling with centralized manager due diligence and incorporates an ESG eligibility framework.

Daniel Rolls is a financial advisor with LPL Financial based in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he was with Johnson Financial Group and Pac West Wealth Partners Ameriprise Financial. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Richard Colvin is a CFA® charterholder with 28 years of industry experience. He has been with Robert W. Baird & Co., Inc. in Milwaukee, WI since 2005. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and custody and brokerage services.

Mark Falci is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 1998. Outside of his advisory role, he serves as an instructor for a business class at the University of Wisconsin Milwaukee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a blend of in-house and third-party managers across traditional and non-traditional investment strategies.

Bradley Niswonger is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 40 years of industry experience. He has been with Robert Baird & Co. since 1992 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a varsity golf coach at Marquette University High School. 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 provides customized financial planning and portfolio management services, utilizing a range of strategies and manager options tailored to client goals and risk tolerances.

Robert Larkin is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He collaborates closely with clients to develop personalized financial strategies aimed at achieving their long-term goals. His approach emphasizes a comprehensive understanding of each client's unique circumstances and aspirations. Robert has expertise in generational wealth management, focusing on financial strategies, estate planning services, and wealth transfer. His client focus areas include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Illinois System. In addition to his professional work, Robert participates in community service, reflecting the Merrill tradition of community involvement. His personal interests include basketball, cooking, football, golfing, hiking, hunting, ice hockey, swimming, woodworking, and spending time with his family.

Kirsten Dickinson is a CFP® professional with 10 years of experience, currently serving as an advisor at Robert W. Baird & Co. since 2015. She holds the Series 66 designation and is based in Milwaukee, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm provides customized financial planning and portfolio management services, employing a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Gregory Zwick is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he teaches a retirement education course targeted at baby boomers and serves on the advisory board of a church endowment fund. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services, leveraging affiliated and third-party managers.

Anthony Griffin is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at JHFN SII for seven years before joining Osaic in 2018. Griffin is also involved as an agent at MK Financial Group, Inc., where he focuses on sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by proprietary tools for portfolio construction and access to third-party money managers across multiple platforms.

Penelope Kailing is a financial advisor at RBC Capital Markets with Series 63 and Series 66 designations and 44 years of industry experience. She has worked at RBC Capital Markets since 2008 and was previously employed at City National Bank from 2019 to 2025. Outside of her advisory work, she serves as an officer for the Kettle Moraine Kennel Club, organizing its annual dog show. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Nancy Jensen is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has worked at RBC Capital Markets since 2008 and operates a side business called Nancy's Basement. Jensen also serves as Treasurer for Alcoholics Anonymous, managing funds and payments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on client risk profiles and integrates in-house and third-party investment managers with a variety of program account options.

Ashley Thomas is a Series 66–licensed financial advisor with Merrill in Waukesha, WI, and has 13 years of industry experience. She has worked at Merrill since 2010 and at Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justine Eiting is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has worked at Baird since 2018, following two years at PyraMax Bank and four years in full-time education. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional asset classes.

Christopher Svacina is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including previous roles at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. based in Brookfield, WI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, retirement plan consulting, and brokerage services. The firm offers both discretionary and non-discretionary management supported by research and model portfolios, along with additional financial products and technology-driven solutions.

Aaron Spitzner is a CFP® certificant affiliated with LPL Financial, with 13 years of experience in the financial advisory industry. His prior roles include positions at Creative Planning, Kowal Investment Group, Mutual Securities, Raymond James Financial Services, and BMO Investment Distributors. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party research, and various investment strategies.

Sara Kennedy is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Bank, N.A. and Great Lakes Services LLC. Outside of her advisory role, she has an ownership interest in a rental property in Milwaukee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Jeane Schell is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC. Schell serves as a director for the South Suburban Chamber of Commerce in Oak Creek, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a significant retail advisor and branch network.

Brian Bonewell is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2021. He has also worked with BMO Financial Advisors, Inc. for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.