Paula Burns is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She previously worked at Robert W. Baird and Company from 2010 to 2018 before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by notable capital markets and affiliated asset management capabilities.

Colin Indermuehle is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. His prior work history includes roles at Morgan Stanley Private Bank, N.A. and Schreiber Foods, along with periods of full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and emphasizes an advisory role without providing individual security recommendations as part of standalone planning.

Kurtis Maltby is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his primary role, Maltby is involved with Annex Insurance Services and Annex Wealth Management, where he provides financial planning and investment advice. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs that include tailored financial planning supported by firm-approved tools and analyses.

Jake Luthardt is a financial advisor with Wells Fargo Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC and Robert W Baird & Co., Incorporated. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored recommendations.

Michael Schroeder is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Robert W. Baird & Co. since 1986. Outside of his advisory role, Schroeder serves as an outside shareholder and board member of Sanitas Brewing Company, a craft beer brewery. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Christopher Williams is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He has worked at Baird since 2019 and previously spent six years with Wells Fargo Fund Distributer, LLC. Williams holds the Series 66 designation. He 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. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Kaj Edstrom is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. He has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Lauren Thompson is a financial advisor at Osaic Wealth, Inc. with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc and Girard Securities, Inc. Thompson is involved with ABATE of Wisconsin as a state treasurer, handling regional treasurers' monthly reporting and bookkeeping duties. Osaic Wealth, Inc. serves a diverse clientele including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, employing asset-allocation tools, risk assessments, and various investment platforms to manage portfolios across multiple asset classes.

Jeffrey Petrus is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Richard Walters is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2011. Walters serves on the finance committee of the Sixteenth Street Community Health Center and is a member of the endowment committee for Friends of Mount Morris Lake District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

William Morse is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to Stifel, he worked at B. C. Ziegler and Company for eight years. He is involved with Trinity Episcopal Church in Wauwatosa, WI, serving on the Vestry and participating in the outreach committee and Sunday volunteer activities. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Darek Nelson is an advisor at Robert W. Baird & Co. based in Milwaukee, WI, holding a Series 66 designation. He joined Robert W. Baird in 2026 and has prior experience working in educational institutions and retail. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services using a combination of manager-traded and model-traded strategies, tax management, and proprietary research tools.

Alec Johnson is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2021, following five years at Citadel Enterprise Americas LLC. Based in Milwaukee, WI, Johnson is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Robert W. Baird & Co. manages approximately $394 billion in assets and offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and brokerage services. The firm utilizes a combination of manager-traded and model-traded strategies with ongoing manager selection supported by internal research and technology, including artificial intelligence.

Gary Nadolsky is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and related entities since 2017. In addition to his advisory role, he is involved in selling fixed insurance products and serves as a customer relationship manager at BeneVest Inc. and BeneTrak, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Dana Felton is a CFP® with 24 years of experience in the financial services industry. She has been with Ameriprise since 2005, including her current role at the firm since 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mark Heinen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Robert Schultz is a financial advisor with Robert W. Baird & Co. in Oak Creek, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Robert W. Baird & Company since 1998. 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, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay services, employing a range of traditional and non-traditional investment strategies.

Christopher Jones is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for eight years and Sii for five years. In addition to his advisory role, he is involved in the sales and marketing of fixed annuities and non-variable insurance through his sole proprietorship, Strategic Wealth & Legacy Advisors. OSAIC serves a broad range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and risk-assessment frameworks to build diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jose Yamat is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Peter Koleske is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Wintrust Private Client, U.S. Bancorp Investments, and BMO Harris Financial Advisors. Outside of his advisory work, he serves on the board of directors for the Catholic Community Foundation of the Archdiocese of Milwaukee and acts as a trustee for St. Joseph Parish, assisting with business decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.