Brennen Tofson is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 66 licenses. He has one year of industry experience and previously worked at Wealth Distribution Strategies and in various roles in the hospitality sector. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a focus on LPL-sponsored programs and third-party managers, providing a range of advisory and brokerage solutions.

Ann Di Donato is a financial advisor with Ameriprise in Hartland, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized recommendations through a centralized consulting team.

Darin Dequardo is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at G2 Insurance Services, Inc and Ohio National Financial Services and has a long tenure with THE O.N. Equity Sales Company. Outside of his advisory role, he is involved with Dequardo Insurance Services, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of advisers, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Michael Schroeder is a financial advisor with Robert W. Baird & Co. in Port Washington, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Robert W. Baird since 2013. Schroeder serves as Treasurer and Board Member of the Lakepointe Townhomes Condominium Association. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Amanda Ridgway is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. She has been with Robert W. Baird since 2016. The DDK Group, where Amanda works, is part of Robert W. Baird & Co.'s Private Wealth Management department and provides services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions, utilizing internal research, manager selection, and technology including artificial intelligence to support client advice.

Nicholas Larson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has over 21 years of experience in the financial industry, including previous roles as a Senior Financial Consultant at Wells Fargo Funds Distributor from 2005 to 2010, and as a Financial Consultant at Strong Investments from 2004 to 2005. As a Certified Financial Planner, Nicholas partners with clients to develop customized financial plans that start with setting goals and evaluating risks. He emphasizes adjusting these plans over time to help clients work toward their full financial potential. He prioritizes building trust through honesty, integrity, and transparency to become his clients' most trusted advisor. Outside of his professional work, Nicholas enjoys a variety of personal interests including family activities, fishing, golfing, outdoor adventures, traveling, and exploring food.

Sean Fahey is a financial advisor with LPL Financial, holding the Series 63, 65, and 66 designations and over 34 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Investment Centers of America. Fahey also works as an independent insurance agent for multiple insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisers, offering a range of advisory programs, financial planning, and brokerage services.

Jeffrey Jaeger is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by various portfolio management and financial planning services.

Madelynn Alejos is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird since 2014. Alejos also owns a sole proprietorship unrelated to investment activities. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies and investment options, including discretionary and non-discretionary management and overlay services.

Joshua Pullmann is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has worked at LPL Enterprise since 2024 and previously at The Prudential Insurance Company of America. Outside of his advisory role, he is involved in the sale of fixed life insurance products through Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutions, providing financial planning, advisory, and brokerage services. The firm uses an integrated platform that combines investment adviser programs with sales of financial products including insurance, and offers access to model portfolios and third-party asset managers.

Zachary Richardson is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at Kohl's Corporation and Waterstone Mortgage. Outside of his advisory role, he is the owner of Richardson Fitness LLC, a non-investment-related business. 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 tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with a range of strategies from traditional to complex investments.

Gabriel Diederich is a CFA® charterholder with 12 years of industry experience. He has been with Robert W. Baird & Co. since 2020 and previously worked at Wells Capital Management from 2010 to 2020. Outside of his advisory role, he is an owner and landlord of a rental property in Hobart, Wisconsin. 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 financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies supported by internal research and investment tools.

Tiana Henika is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2015 and is also involved with Slinger Speedway. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Ryan Schneider is a financial advisor with LPL Financial in Hartland, WI, holding a Series 66 designation and 21 years of industry experience. His prior roles include 17 years at Ameriprise Financial Services and three years at BMO Bank. 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 representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Steven Clasen is a financial advisor with Thrivent Investment Management in Cedarburg, WI, holding Series 63 and Series 66 registrations. He has 21 years of industry experience and has worked with Thrivent since 2004. Outside of his advisory role, he serves as School Ministry Chair for Morning Star Lutheran School in Jackson, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across a wide range of financial topics. The firm offers planning separately from managed accounts and does not accept discretionary trading authority for its planning services.

Christopher Brennan is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Rudius Management and Sanford C. Bernstein & Co., LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio services, employing a variety of investment strategies and management approaches tailored to client goals and risk tolerances.

Dan Gilipsky is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he occasionally assists with showing rental property units. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies that include traditional and non-traditional investments, discretionary and non-discretionary management, and overlay services.

Lisa Becker is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and 22 years of experience at the firm. She has worked exclusively at Edward Jones since 2004. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Rams is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to UBS, he was employed at Bank Five Nine and has experience in education with the Oconomowoc School District as well as a brief tenure at Nike. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines 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.

Christopher Walker is a Series 66-licensed advisor with Morgan Stanley in Milwaukee, WI, possessing three years of industry experience. Prior to joining Morgan Stanley, he worked at Manifesto for two years and Core Creative for five years. Morgan Stanley Wealth Management offers advisory programs for individuals and institutions, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.