Nick Costello is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 15 years of industry experience. He has been with Robert W. Baird since 2016 and holds Series 63 and Series 66 designations. Nick is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing internal research and technology including artificial intelligence in client advisory processes.

Matthew Malten is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Wauwatosa, WI. Outside of his advisory role, Malten serves as a finance committee board member at St. Matthew's Evangelical Lutheran Church, where he is involved in overseeing the church’s operating budget and investments. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Kevin Sharping is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has been with LPL Enterprise since 2024 and has prior experience with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and brokerage services.

Daniel Gundrum is a financial advisor with Robert W. Baird & Co. in Brookfield, Wisconsin, holding a Series 66 designation and 25 years of industry experience. He has been with Robert W. Baird since 1999. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Matthew Domski is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation with 20 years of industry experience. He has been with Robert W. Baird since 2004. The DDK Group, where Domski works, is part of Robert W. Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The team provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex and non-traditional investments.

Zachary Schneck is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at Deloitte for three years. Schneck began his career after completing five years at UW-Madison. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate 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 separately managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Harrison Seidner is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023, as well as Charles Schwab Bank, SSB since 2025. Prior to his financial services career, he spent several years involved with the Fiesta Bowl and in education. 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 and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing functions.

Jeremy Frantz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 10 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and J.P. Morgan Chase Bank, N.A. since 2018. Outside of his advisory role, he is a partial owner of Brew Town Trading Co., LLC, a business involved in collecting and selling sports cards and collectibles. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations while delivering recommendations on a non-discretionary basis.

John Furrer is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations. He has 30 years of industry experience and has worked at both LPL Financial and BMO Harris Financial Advisors, Inc. Additionally, he serves as a basketball official outside of his financial advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

Michael Sellinger is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2015. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Joseph Vavruska is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved with non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Robert Von Rueden is a financial advisor with RBC Capital Markets in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining RBC Capital Markets, he worked at PricewaterhouseCoopers LLP for seven years and at Marquette University for four years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Scott Lovejoy is a financial advisor with Edward Jones in Elm Grove, WI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Edward Jones since 2019 and has also been involved with COUNTRY Capital Management Company since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branches, and operates under a fiduciary standard.

Gerald Thomas is a financial advisor at J.P. Morgan Securities with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014, with a brief interval before rejoining in 2022. Outside of his advisory role, he is an owner of GimmeShelter Freeze Dry LLC, where he manages scheduling for a freeze dryer. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Russell Kenitzer is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Woodbury Financial Services Inc and Sii Investments. In addition to his advisory role, he owns Kenitzer Tax Group, a sole proprietorship focused on tax preparation and planning, and operates an insurance agency specializing in fixed insurance products. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools, risk-tolerance assessments, and third-party money managers.

Tracy Pesl is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of her advisory role, she has served as a poll worker for Menomonee Falls. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Phillip Strosahl is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Cetera Wealth Services, LLC, having previously held positions at Avantax Advisory Services and 1st Global Advisors Inc. Outside of his advisory work, he serves as treasurer for Venturing Crew 109, a youth group affiliated with the Boy Scouts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform that includes affiliated and third-party model portfolios.

Lori Eckhardt is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. She has been with RW Baird since 2018 and previously worked at GE Capital from 2010 to 2018. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, SMA programs, and overlay strategies, addressing a broad range of investment objectives and risk tolerances.

Lauren Post is a financial advisor with Robert W. Baird & Co. in Evanston, IL, holding CFP® and Series 66 designations and bringing seven years of industry experience. She has worked at Baird since 2018, following prior roles at Fis and BMO Harris Bank. Lauren is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and nonprofit clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Blake Wiskirchen is a financial advisor with Cambridge Investment Research Advisors in Mequon, WI, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Baker Tilly and Networkers Funding, LLC. He is also the owner of Wiskirchen Financial Group, a business engaged in investment-related activities and tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management strategies tailored to client objectives.