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.

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 financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. Thomas has worked at Merrill since 2010 and at Bank of America, N.A. since 2013. Merrill 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 to individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a broad set of products and services beyond traditional investment management.

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.

Shelly Rynearson is a CFP® with 40 years of industry experience, currently serving at LPL Financial since 2018. She previously worked at Invest - Delafield and Invest Financial Corporation from 1985 to 2018. Outside of her advisory role, she is a trustee of Holly Hock Hollow Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services, supported by research and model portfolios from multiple sources.

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.

Laura Gough is a CFA® charterholder with 41 years of industry experience and has been with Robert Baird & Co. since 1991. She is based in Shorewood, WI, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the finance committee of the United Performing Arts Foundation, a nonprofit supporting the performing arts in the Milwaukee area. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and manager options, along with municipal advisory and public finance services.

Katherine Voss is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63 designation and has been with Robert W. Baird in various roles since 2008. Prior to her current tenure, she worked briefly with the West Bend School District. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, using a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Matthew Winter is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC since 2021 and prior positions at Beacon Wealth Advisors, Beacon Insurance Advisors, and Partum Prime Partners. 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 offers a structured financial planning process supported by proprietary tools and analysis.

Bryan Gosda is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 25 years of industry experience, including previous roles at MetLife Resources and MassMutual Life Insurance Company. In addition to his advisory work, he is licensed as an individual life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Matthew Verdico is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Marquette University and Tropical Smoothie Cafe. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a wide client base including individuals, pension plans, corporations, and government entities.

Andrew Cowan is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank and the Office of the Comptroller of the Currency. Outside of his advisory role, he is the owner of a personally held duplex in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a variety of wrap fee advisory programs and tailors investment strategies according to each client’s Advisory Risk Profile using both in-house and third-party managers.

Brian Wilmet is a financial advisor with OSAIC based in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 24 years of industry experience. His prior work includes roles at SagePoint Financial, Mass Mutual Investors Services, and MetLife Securities. He is also a shareholder at High Point Capital Group, Inc. and operates as an independent insurance agent selling fixed products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and multiple investment platforms to manage portfolios that include a broad range of securities and alternative investments.

Benjamin Elias is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked in roles at Cobra Puma Golf and Coldwell Banker Realty prior to joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.