James Mccartan is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in sales and referral activities related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custodial services.

Ethan Gebert is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Drexel Building Supply and Target. 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 customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Nora Byrne is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation. Prior to joining Baird, she worked at the Milwaukee District Attorney's Office and has experience with the Milwaukee Rowing Club. The DDK Group at Robert W. Baird & Co., where Byrne is a team member, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Nicholas Gomez is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, BMO Harris Bank, and Robert W. Baird & Co. Outside of his advisory role, he serves as Associate Director of Alumni Relations for the UWM Veteran Alumni Chapter, which builds a community of University of Wisconsin-Milwaukee veterans. 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, supported by both discretionary and non-discretionary management and research from multiple sources.

Daniel Duran is a financial advisor with LPL Financial in Greendale, WI. He holds Series 63 and Series 65 licenses and has worked in related roles at BMO Harris Bank and other firms since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Charles Rice is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Enverra Capital LLC, Metric Financial, and Bison Wealth, among others. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary services. The firm’s advisory process is grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment offerings.

Christopher Brennan is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at B.C. Ziegler and Company for eight years. He is also involved in his local community as a member of the Parish Pastoral Council at St Mary Church in Sayner, Wisconsin. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Jonathan Lopez is a financial advisor at Robert Baird & Co. based in Milwaukee, WI. He holds a Series 66 designation and has been with Baird since 2022. Prior to joining Baird, Lopez held positions at Rocky Rococos, Roc Ventures, Ups, and Hiya Taco. Robert Baird & Co.’s DDK Group serves a range of clients including individuals, families, pensions, corporations, and charitable organizations. The team provides financial planning, portfolio management, and brokerage services, tailoring strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Michael Monfeli II is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he owns a sole proprietorship focused on website creation and maintenance. 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 offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Carl Veenendaal is a financial advisor with Raymond James Financial in Elm Grove, WI, holding a Series 63 designation and 35 years of industry experience. He has been with Raymond James Financial and its affiliate since 2008 and previously worked at Catholic Memorial High School for 15 years. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, often working in an advisory and implementation-support role rather than as a delegated manager.

Dann Ingebritson is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked with LPL Financial since 2021 and has been associated with BMO Harris since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and a range of investment strategies.

Mircea Dobre is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Outside of his advisory role, he is a co-owner of an LLC that manages residential and commercial rental properties, with his spouse actively handling management. 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 a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes both in-house and third-party managers to tailor strategies to client goals and risk tolerances.

Rob Kuehn is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jason Cherny is a financial advisor at Merrill with 38 years of industry experience. He holds the Series 63 designation and has worked at Merrill since 1996 and Bank of America, N.A. since 2011. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America enables access to a broad set of products and services beyond typical investment management.

William Steinhafel is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at firms including Marquette Associates and Block Time Financial, as well as a position with the United States Senate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in constructing recommended strategies.

Hudson Kugel is a financial advisor with Fidelity in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Equitable Advisors, Cutler Financial Group, and LPL Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Sorin Iancu is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and customizes investment strategies based on client risk profiles, utilizing both in-house and third-party investment managers.

Ryan Hitchcock is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, Mass Mutual Investors Services, Massmutual Life Insurance, and Metlife Securities. Hitchcock is also a shareholder in High Point Capital Group, Inc. and works as an independent insurance agent for fixed products through Crump Insurance Services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios that include a range of investment types managed on discretionary or non-discretionary bases.

Heather Melzer is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2006. Outside of her advisory role, she coaches age group swimmers at the Menomonee Falls Swim Club. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored advice and a range of portfolio management services, including discretionary and non-discretionary management, with access to both traditional and non-traditional investment strategies.

Paul Jackson is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Based in Hartland, WI, Jackson focuses on serving clients through the firm’s institutional platform. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and tax-efficiency analysis.