Daniel Lukes is a financial advisor with Wells Fargo Clearing in Mequon, WI, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. and Office Depot OfficeMax. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Katherine Schoen is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She has been with Robert W. Baird since 2008 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 a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Dawn Boegel is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley Smith Barney and Ameriprise Financial Services, Inc. Outside of her advisory role, she has been involved in real estate ownership. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions.

Sharon Staley Smith is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019 and previously worked at Thrivent Financial from 2015 to 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual collaborative planning engagements without discretionary investment authority.

Leo Lesch is a CFP® with 18 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services and Waddell & Reed, and owns Sky Guard Planning, LLC. Outside of his advisory role, Lesch is a commercial pilot and member-owner of Vortex Leasing, LLC, which leases helicopters to commercial pilots and helicopter businesses. He also serves as Past Council President and Chair of the Nominating Committee for the Potawatomi Area Council of the Boy Scouts of America. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by a wide range of investment platforms and third-party managers.

Joseph Weirich Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, also working at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party managers.

Max Mann is a CFA® charterholder with 17 years of industry experience, currently advising at Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2008. He holds a Series 63 license and is a passive member of RioCap Investors LLC, an unrelated business activity. 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 tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Whitney Sweet is a financial advisor at Robert Baird & Co. with a Series 66 designation and 12 years of experience at the firm. Based in Milwaukee, WI, Sweet has been with Baird since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions 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 alongside internal research and tools.

Thomas Ewig is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Mutual of America Financial Group, Securian Financial Services, and MassMutual. Outside of his advisory work, he has been a basketball referee since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

John Moriarty is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Outside of his advisory role, Moriarty serves on the board of directors of EKSIGENT Technologies, a medical technology company, where he owns about 1% of the company. Moriarty is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and technology tools.

William Naleid is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 44 years of industry experience. He has been with Robert Baird & Co. since 1981. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management, separately managed account programs, and municipal advisory services.

Anne Wiesman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. Prior to joining Baird in 2023, she worked at Artisan Partners Distributors LLC and Artisan Partners Limited Partnership from 2016 to 2023. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

Christopher Napholz is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Ameriprise Financial Services, Inc. He also worked in the hospitality industry at Thunder Bay Grille and has experience at the University of Wisconsin. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides specialized retirement income planning through written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Patrick Wielgosh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their long-term goals, offering services including college education planning, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. He provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. A lifelong Wisconsin resident, Patrick graduated from Greendale High School, where he was Senior Class President, and earned a Bachelor's Degree from the University of Wisconsin Madison. He holds the Personal Investment Advisor (PIA) designation and has an exclusive practice focused on building close, trusted relationships with clients. Patrick is also a certified firefighter and EMT, contributing to his local community through volunteer service. Outside of his professional work, Patrick enjoys camping, fishing, golfing, and spending time with his family. He values community involvement and dedicates time to volunteering with local organizations.

Anthony Silva is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors, Llc. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Molly Urbanek is a financial advisor at Robert Baird & Co. in New Berlin, WI, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert Baird & Co. since 2012. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a variety of investment strategies and management approaches tailored to client goals and risk tolerances.

Nicholas Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at LPL Financial, Grove Point Investments, Elmbrook Associates, and several other firms. He also serves as a notary and is involved with a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Wayne Frank is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B C Ziegler and Company for 11 years before joining Stifel in 2018. Outside of his advisory role, he serves as a member of the board of trustees at Immanuel Presbyterian Church in Milwaukee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

Philip Sherman Bender is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2024. Prior to this, he was involved with Primerica Financial Services and Marketplace Chaplains, and he is also an owner of Brew City Pizza. Outside of advising, he works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Daniel Renouard is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Outside of his advisory role, he serves as an adjunct professor teaching venture capital at Marquette University and is a member of advisory boards including Character VC and investment committees for NVNG and the Milwaukee Tech Hub. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and offering both discretionary and non-discretionary management options.