William Duffy is a Vice President, Wealth Planner at Fidelity Investments. He holds the Certified Financial Planner designation and works closely with clients to understand their financial goals and develop tailored plans. His approach emphasizes partnership and clear communication to assist clients in reaching their objectives. Since joining Fidelity Investments in 2020, William has held multiple roles, including Financial Consultant and Senior Executive Stock Plan Specialist, gaining diverse experience within the firm. His career progression reflects a focus on wealth planning and client service. Outside of his professional work, William has interests in baseball, fitness, golf, museums, and volunteering.

Jeremy Grannan is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to partnering with clients to co-create comprehensive financial plans and assist in implementing strategies to achieve their financial goals. He holds the Certified Financial Planner™ designation and emphasizes ensuring his team has the skills to understand clients' needs and improve their experience. He has been with Fidelity Investments since 2011, progressing from Investment Consultant to Vice President, Financial Consultant, and currently Branch Leader. Prior to joining Fidelity, Jeremy held various roles including Associate Regional Director and Senior Investment Specialist at Wells Fargo Advantage Funds, as well as positions at Strong Investments and TCF Investments & Insurance Group. Outside of his professional work, Jeremy engages in family activities, golf, traveling, and volunteering.

Michael Ruggles is a financial advisor at Edward Jones in Elm Grove, WI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kurt Stengel is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 34 years of industry experience. He holds a Series 63 designation and has been with Robert W. Baird since 2002. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs tailored to client goals and risk tolerances.

Erin Stanek is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with nine years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, Stanek is a board member of the Wauwatosa Public Library Foundation and serves on its Investment and Finance Committee. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and investment vehicles tailored to client goals and risk tolerances.

Zachary Hitchcock is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2017 and previously worked at Combat Corner Professional. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The firm provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Craig Lotz is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds the Series 63 designation. 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 wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Sara Aalpoel is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and has held roles outside of finance, including work at Lang Family Eye Care LLC and experience in university advancement and admissions. She also co-founded Fiddleheads Coffee Roasters, operating it for four years. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes a blend of manager-traded and model-traded strategies with ongoing investment oversight.

Abby Quock is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex investments, and provides both discretionary and non-discretionary management options.

Dylan Hanson is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors and Wisco Audio. Hanson is also involved with the Monona Grove Softball Booster Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a network of investment adviser representatives.

Dawn Koger is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2010 to 2020 before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset management, supporting its advisors with research, technology tools, and a broad platform that combines advisory and other financial activities.

Amanda Biggar is a Series 66-licensed financial advisor at LPL Financial with eight years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Global Asset Management. Outside of her advisory role, she acts as a fiduciary guardian for a family member. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gabrielle Conforti is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has previously worked at Advantage Plus Financing and Management Research Service. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Adam Kapusta is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Robert W. Baird & Co. since 2005, following prior experience at Strong Capital Management Inc. The DDK Group, where he works, is part of Baird’s Private Wealth Management department and serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separate managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Cody Nicpon is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning his advisory career in 2025. His previous work experience includes roles at UW-Milwaukee, Mila Wealth Management, A.B. Data, and the Washington County Golf Course. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice based on proprietary research and algorithmic tools. The firm’s approach includes restrictive enrollment criteria and operates within an investment universe influenced by its affiliated product ecosystem.

Matthew Giese is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and previously worked at Next Financial Group, Inc., US Bank, and Great Lakes Senior Living. He serves on the finance committee of a nonprofit board for the Village of Waterford, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Kim Wisniewski is a financial advisor at Cetera with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several related firms, including First Allied Advisory Services and Cetera ADVISORS LLC. Outside of her advisory role, she is involved with the Wisconsin Athletic Club, where she works as a general cleaner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, 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 various third-party managers and investment programs.

Jennifer Stillman is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 65 registrations and 22 years of industry experience. She has been with J.P. Morgan Securities since 2011 and with JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks, supported by centralized due diligence and implementation services from affiliated entities.

Nathaniel Radke is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Oshkosh Corporation, and LSC Communications. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Michael Good is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2004 to 2009. He holds the Series 66 designation and is based in Milwaukee, WI. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.