Lisa Marcinkowski is a Series 66-licensed financial advisor with Merrill in Milwaukee, WI, where she has worked since 1999. She has 25 years of industry experience. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, which gives clients access to a broad suite of products and services.

Erik Anderson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2005. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Mccartan is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in sales and referral activities related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custodial services.

Charlie Werner is a Planning Consultant at Fidelity Investments, where he assists individuals and families in making financial decisions aligned with their goals and values. He emphasizes a straightforward approach to financial planning and prioritizes building long-term relationships based on trust, clarity, and transparency. He has held various roles at Fidelity Investments, including Planning Consultant since 2026, Relationship Manager from 2025 to 2026, and Financial Representative from 2023 to 2025. His progression within the company reflects his growing expertise in financial planning and client relationship management. Outside of his professional role, Charlie enjoys boating, golfing, running, exploring food as a foodie, and spending time with his pets.

Ethan Gebert is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Drexel Building Supply and Target. 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 customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Rachel Lazewski is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has been with Robert W. Baird since 2016 and holds a Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services using a combination of in-house and third-party strategies, including traditional and non-traditional investment approaches.

Kiersten Brennan is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has over a decade of professional experience in financial services, having previously served as Director of Wealth Management at Maiden Cove Capital from 2022 to 2023, Financial Advisor at Kowal Investment Group-Raymond James between 2013 and 2020, and Client Services Specialist at LPL Financial from 2011 to 2013. As a Certified Financial Planner™ and fiduciary, Kiersten specializes in guiding individuals and families through personalized, comprehensive financial planning processes. Her approach is informed by her early exposure to financial planning through her father's practice, which instilled an appreciation for the role of trusted advice and thoughtful guidance. She focuses on helping clients navigate periods of uncertainty with clarity and confidence. Outside of her professional work, Kiersten enjoys gardening, hiking, kayaking, outdoor adventures, spending time with pets, and traveling.

Nora Byrne is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation. Prior to joining Baird, she worked at the Milwaukee District Attorney's Office and has experience with the Milwaukee Rowing Club. The DDK Group at Robert W. Baird & Co., where Byrne is a team member, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Nicholas Gomez is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, BMO Harris Bank, and Robert W. Baird & Co. Outside of his advisory role, he serves as Associate Director of Alumni Relations for the UWM Veteran Alumni Chapter, which builds a community of University of Wisconsin-Milwaukee veterans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by both discretionary and non-discretionary management and research from multiple sources.

Daniel Duran is a financial advisor with LPL Financial in Greendale, WI. He holds Series 63 and Series 65 licenses and has worked in related roles at BMO Harris Bank and other firms since 2017. 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 investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Steven Russ is a financial advisor with Robert W. Baird & Co. Inc. in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, Russ serves on the boards of several nonprofit and religious organizations, including Congregational Home, Inc., and First Congregational Church of Wauwatosa, where he participates in finance and investment committees. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and nonprofit clients, providing tailored financial planning and portfolio management services through a mix of in-house and third-party managers.

Charles Rice is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Enverra Capital LLC, Metric Financial, and Bison Wealth, among others. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary services. The firm’s advisory process is grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment offerings.

Christopher Brennan is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at B.C. Ziegler and Company for eight years. He is also involved in his local community as a member of the Parish Pastoral Council at St Mary Church in Sayner, Wisconsin. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Cole Froistad is a financial advisor at Edward Jones in Waukesha, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Gustave A. Larson and Kohl's. 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 range of advisory and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nicholas Rohlfing is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques.

Jonathan Lopez is a financial advisor at Robert Baird & Co. based in Milwaukee, WI. He holds a Series 66 designation and has been with Baird since 2022. Prior to joining Baird, Lopez held positions at Rocky Rococos, Roc Ventures, Ups, and Hiya Taco. Robert Baird & Co.’s DDK Group serves a range of clients including individuals, families, pensions, corporations, and charitable organizations. The team provides financial planning, portfolio management, and brokerage services, tailoring strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Michael Monfeli II is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he owns a sole proprietorship focused on website creation and maintenance. 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, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Carl Veenendaal is a financial advisor with Raymond James Financial in Elm Grove, WI, holding a Series 63 designation and 35 years of industry experience. He has been with Raymond James Financial and its affiliate since 2008 and previously worked at Catholic Memorial High School for 15 years. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, often working in an advisory and implementation-support role rather than as a delegated manager.

Dann Ingebritson is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked with LPL Financial since 2021 and has been associated with BMO Harris since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and a range of investment strategies.

Stephen Mlinaz is a financial advisor at Thrivent Investment Management based in Waukesha, WI, holding a Series 66 designation with one year of industry experience. He previously worked at Core BTS from 2012 to 2024 before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”