James Richter is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services LLC and Waukesha State Bank. 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 other institutional clients. The group provides tailored financial planning and portfolio management services using a range of strategies including discretionary management and separately managed accounts.

Kevin McCormick is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes nine years at BMO Harris Financial Advisors and long-standing roles with BMO Harris Bank and M&I-affiliated companies dating back to 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports its advisors with various proprietary and third-party investment strategies.

Kevin Bay is a financial advisor with Stifel in Brookfield, WI, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. His prior experience includes roles at Kevin Bay Investments, LLC, UBS Financial Services, and Piper Sandler & Co. He has been with Stifel since 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing analytical support for asset allocation and financial planning.

Thomas Bongard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Allspring Funds Management, LLC, and Strong Capital Management Inc. He is involved in investment-related business activities through ownership in Heritage Private Wealth LLC and Bongard Asset Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, and specialized planning areas.

Andrew Low is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he owns a custom woodworking business and serves as the head varsity boys' basketball coach at Lake Country Classical Academy. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Robert Drida is a financial advisor with UBS Financial Services in Brookfield, WI. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Drida has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocations tailored to client goals.

Bryan Marshall is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services Inc, Girard Securities, Inc., and MPC Advisors, LLC. He is also a shareholder and board member of Midwest Planning Company, where he participates in board duties. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools, and it offers discretionary and non-discretionary investment strategies along with alternative investments through third-party platforms.

Christopher Brackman is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2005. He has also been affiliated with Cambridge Investment Research since 2000. Outside of his advisory role, he operates Brackman Financial Strategies as an independent insurance agent and serves as a councilman for Reformation Evangelical Lutheran Church. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Penny Seeley Dean is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior roles include positions at BMO Harris Bank, Landmark Credit Union, Wells Fargo Funds Distributor, and Trans International. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various advisory and non-advisory financial activities.

Erin Ulicki is a financial advisor with Edward Jones in Hartland, WI, holding a Series 66 designation and over 10 years of industry experience. She has been with Edward Jones since 2016 and also founded Ulicki Strategy LLC in 2013. Erin established The Table, a networking group for female financial advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Lisa Haushalter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. Her career includes roles at Old National Bank since 2016, LPL Financial since 2011, Uvest Financial Services Group, Inc., and MSI Financial Services, Inc. She currently serves as a wealth advisor at Old National Bank on a part-time basis. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives with a range of strategic and customized investment options.

Julie Starchevich is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2014 and holds the Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers 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.

Neil Conway is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust Company, spanning nearly two decades before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocation to tailor client strategies.

Micah Bloom is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and various companies outside the financial sector. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs tailored to clients' risk profiles, combining in-house and third-party investment management with options for tax management, responsible investing, and alternative investments.

Ruth Kitzmann is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior work includes roles at RBC Capital Markets and City National Bank before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Stephen Barnes is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His prior roles include positions at Waddell & Reed, Kaplan Financial, and various insurance carriers. Barnes has also been involved with the Waukesha County Business Alliance and the Waukesha YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, utilizing a large network of investment adviser representatives.

Harry Mewes is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2006, including roles at Cetera Investment Services LLC from 2006 and Waukesha State Bank since 2000. Outside of advisory services, he is involved in the sale of fixed insurance products through Waukesha State Bank's insurance agency and makes occasional referrals to wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary programs, and diverse account structures.

Timothy Ferguson is a financial advisor at OSAIC Wealth, Inc. with 13 years of industry experience. His prior roles include positions at Royal Alliance, MAP Retirement, and GWFS Equities, Inc. He holds Series 63 and Series 65 registrations and operates an investment advisory and fixed insurance business through MK Financial Group, Inc. OSAIC Wealth serves a broad range of retail and institutional clients, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports various client types through a multi-advisor platform and provides access to a diverse set of investment programs and third-party managers.

Daniel Gehring is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment options through a large nationwide network of advisors and branch offices.

Gena Friend is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird since 2007 and holds the Series 66 designation. She is part of the DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing both internal research and external partnerships in its advisory approach.