Jonas Edstrom is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2013, following a tenure at City National Bank from 2022 to 2025. Based in Milwaukee, WI, he serves clients through RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers, with services that include portfolio management, financial planning, custody, and brokerage.

Bradley Simenz is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves as a trustee for family trusts aimed at generational wealth preservation and distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and underwriting services.

John Richards is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. He holds the Series 66 designation and has 20 years of industry experience, including 15 years with Robert W. Baird & Co. Inc. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice. The firm advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations, offering tailored consulting and portfolio services that incorporate both traditional and complex investment strategies.

Laura Thurow is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and having 25 years of industry experience. She has been with Robert W. Baird since 2000. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals—including high net worth clients—as well as corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and tools.

Sara Brown is a financial advisor at Robert Baird & Co. with 21 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Investments. Brown serves as a board member of the Rolling Meadow Condo Association in Mequon, WI. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies alongside active manager selection and internal research to deliver its advisory services.

Keith Martens is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model various outcomes, supporting clients in managing approximately $2.74 trillion in assets.

Carrie Clarizio is a financial advisor with Morgan Stanley in Milwaukee, Wisconsin, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 16 years at Citigroup Global Markets. 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 utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Joseph Vruwink is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection and internal research tools.

Kyle Wold is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade in various capacities since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

John Maguire is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lazard Asset Management from 2014 to 2019. Outside of advising, he serves as an office administrator for a construction contracting business, handling permitting and payroll functions on a part-time basis. Fisher Investments serves a diverse client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management with a centralized, research-driven investment process and a global approach to risk management.

Mark Pittleman is a financial advisor at OSAIC with 40 years of industry experience. He spent four decades at Lincoln Financial Advisors before joining OSAIC in 2025. Outside of his advisory role, he serves as a board member of Anshe Sfard Kehillat Torah synagogue in Milwaukee and manages an office building through his ownership of AJC Realty, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Sarah Knudson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab in Brookfield, WI. She has been with Charles Schwab and Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a distinctive operational structure.

Matthew Deering is a financial advisor with Robert Baird & Co. in Whitefish Bay, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Robert Baird & Co. since 2008. 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 customized consulting and portfolio services, including financial planning and discretionary management, using a range of investment strategies and overlays tailored to client goals and risk tolerances.

Scott Sullivan is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 35 years of industry experience. He has been with Robert Baird & Co. since 1990. Outside of his advisory role, he is an owner and member of a non-investment related S Corporation. 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 with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Margaret Spada is a CFP® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2009, totaling 16 years of industry experience. She is based in Brookfield, WI. Outside of her advisory role, she has participated in guest welcoming and wine tasting events at a winery in Skaneateles, NY. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Wisniewski is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes 35 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. Wisniewski also owns and operates several financial services businesses, including Strategic Wealth & Legacy Advisors, where he provides registered representative and investment advisory services. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed portfolios and third-party investment solutions. The firm utilizes a variety of asset-allocation tools and manages accounts with flexibility to accommodate client-imposed investment restrictions.

Matthew Young is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Fidelity Investments and has prior experience at Westpac Wealth and Northwestern Mutual. Outside of his advisory work, he coaches for the Milwaukee Jr Admirals hockey team. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nolan Mueller is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked with Cetera and affiliated firms since 2023 and previously held roles including bartender at North Shore Country Club. Mueller also serves as an independent contractor providing financial advising through North Star Resource Group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients with a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Ashley Gaszak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank in Wisconsin since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Allison Mayer is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 2015. She has 10 years of industry experience and is based in Milwaukee, Wisconsin. Robert W. Baird & Co. is an institutional firm whose Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of internally researched investment strategies and manager-traded accounts.