Irina Dianov is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Wendy Casetta is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at National Exchange Bank and Trust and Wells Fargo Asset Management. 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 with customized financial planning and portfolio management services. The group offers a range of strategies and overlays, including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside its investment capabilities.

Mark Otten is a financial advisor with Stifel, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling.

Kevin Cahill is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 designations and 39 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and National Life of UT. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Sharon Schmid is a financial advisor with Robert Baird & Co. in Mukwonago, WI. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, having been with Robert Baird & Co. since 1995. 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 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 complex investment strategies.

Adam Rick is a financial advisor with LPL Financial based in Franklin, WI, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL Financial in 2015, he worked at RBC Capital Markets for six years and Commerce State Bank for five years. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Nicholas Barth is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients navigate financial decisions through personalized guidance and building meaningful relationships. Nicholas works closely with clients to understand their individual challenges and identify opportunities to support their financial goals. He specializes in areas including personal retirement planning, portfolio management services, tax minimization, and retirement income. Nicholas combines data-driven insights with relationship-based trust and accountability to develop tailored strategies. Nicholas holds a Bachelor's Degree from the University of Wisconsin-Whitewater and holds the Personal Investment Advisor (PIA) professional designation. Outside of work, he enjoys boating, fishing, golfing, music, painting, pickleball, swimming, and spending time with his family.

Diane Sherwin is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 license and over 20 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves on the Elmbrook School Board, representing the community's interests in local education matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor client solutions.

Mary Sidney is a Series 63-registered financial advisor with Raymond James Financial Services, Inc. in Milwaukee, WI, where she has worked for 27 years. She has 38 years of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, using risk profiling and analytical tools to support investment decisions.

Hunter Riley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and previously at TD Ameritrade. Prior to his financial services career, he was employed at Mattress Firm and attended Stephen F. Austin State University. Charles Schwab & Co., Inc. serves a large client base primarily made up of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Benjamin Koehler is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, Koehler worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and lending products through affiliated entities.

Michael Schlueter is a financial advisor at Osaic Wealth with 39 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, he worked at LPL Financial for six years and SII Investments, Inc. for five years, while maintaining a longstanding role at First Team Financial Group since 2002. He also owns a tax preparation business that operates seasonally. Osaic Wealth serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to various third-party money managers and managed-account solutions.

Dale Wroblewski is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Ameriprise and New England Securities. Outside of his advisory work, he has participated as a football player with the Racine Raiders. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations using a variety of portfolio management and advisory services. The firm employs manager-traded and model-traded SMA strategies, tax-management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Lada Avrunina is a financial advisor at Robert W. Baird & Co. with two years of industry experience and holds a Series 66 designation. Before joining Baird in 2022, she worked in various roles including at VCA Saukville Animal Hospital and Fiddleheads Coffee Roasters. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research and investment strategies that include manager-traded and model-traded separately managed account programs.

Kevin Lewis is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at Wells Fargo Funds Distributor, LLC from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Andrew Laudicina is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has been with Baird in various roles since 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with an emphasis on ongoing manager selection and internal research.

Andrei Junge is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and BMO Harris Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and various affiliated services including trust custody and insurance product facilitation.

Pamela Kelly is a Series 66-licensed financial advisor with UBS Financial Services in Brookfield, WI. She has 11 years of industry experience and has been with UBS since 2013. Outside of her advisory role, she serves as an associate board member for Friends of the Parks, a charitable organization focused on environmental and park-related volunteer efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and integrated capital markets services.

Brett Sikorski is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, Wells Fargo, Northwestern Mutual, and US Bancorp Fund Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Christopher Durkin is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird & Co., Inc. for eight years and Wells Fargo Funds Distributor, LLC for two years. Outside of advising, he co-owns and resides in a rental property in West Allis, Wisconsin. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.