Brenda Hutchinson is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Robert Baird & Co. since 1989. She 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 consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management.

Tal Diekvoss II is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation and PricewaterhouseCoopers LLP. He serves as a director at Fiduciary Management Group, LLC, overseeing retirement plan services including plan sponsor support and participant education. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and retirement plan consulting. The firm utilizes asset-allocation tools and third-party money managers to construct portfolios managed on discretionary or non-discretionary bases.

Christian Wemmert is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. He also serves as an administrator or executor of estates and trusts for non-family and family members. 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 a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client strategies.

Timothy Fotsch is a CFA® charterholder and Series 63 licensee based in Milwaukee, WI, with four years of industry experience. He has been with R.W. Baird since 2022 and previously worked at PPM America for ten years. He is part of The DDK Group within Robert W. Baird & Co.’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 and portfolio management services, utilizing a mix of manager-traded and model-traded strategies along with advanced research and technology tools.

Joshua Hoffman is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank First, The Wharf, and the University of Wisconsin-Madison. Outside of his advisory role, he serves as an assistant JV basketball coach at Lincoln High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and a range of investment strategy options.

Joseph Van Dorn is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Robert Lindner is a financial advisor with Charles Schwab & Co., Inc. in Mequon, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Charles Schwab since 2016. Outside of his advisory work, Lindner serves as a general board member for Congregation Sinai, a religious nonprofit organization. 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 combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by dedicated research and due diligence.

Breanna Strerath is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 12 years of industry experience. Her career includes previous roles at RBC Capital Markets, LLC and Wells Fargo Advisors. 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 offers both brokerage and advisory solutions supported by research and analytics.

Charles Coakley Jr. is a financial advisor with Stifel in Brookfield, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Stifel Nicolaus since 2009. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling conducted by its Investment Strategy Group to support asset allocation and financial planning.

James Cotturone Jr. is a CFP® professional with 17 years of industry experience, currently advising at Ameriprise since 2020. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as treasurer for both the Stone Brook Hollow Homeowners Association and the Rotary Club of Mukwonago. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficiency strategies to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Brett Michaels is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Rockwell Automation, Baird, and Rexnord. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jacob Mattson is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he serves as a youth basketball and football official and acts as an administrator or trustee for estates and trusts. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through third-party programs, utilizing a hybrid referral and implementation model that incorporates various advisory and brokerage channels.

John Whalen Jr. is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, following a six-year tenure at City National Bank. Outside of his advisory role, Whalen teaches a weekly business class at College Lake Country. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Cashton Craig is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining Charles Schwab in 2024, he worked at LPL Financial LLC, Omni Financial LLC, and Wells Fargo Advisors. He serves as treasurer on the board of the Blackhawk Lofts Condominium Association. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Erik Lindenberg is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at OSAIC since 2018, following eight years at Jhfn Sii. Lindenberg serves as council president for St. Peter Lutheran School, a charitable organization. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that can include various investment products across discretionary and non-discretionary accounts.

Benjamin Zimmer is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2007 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

Adam Stapleton is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 license and two years of industry experience. Prior to joining Edward Jones, he worked for Blair Fire Protection, LLC for 12 years. He is a minority shareholder in two real estate companies but has no operational responsibilities in those businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a nationwide network of advisors and branches.

Alice Ambrowiak is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 14 years of industry experience. She has been with Robert W. Baird since 2012. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients through a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs. The firm employs both internal research and external partnerships to support its investment strategies and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Brittany Boyle is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Robert Baird since 2014. 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, 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.

Wendy Citko is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 20 years of industry experience. Her prior roles include positions at Freedom Wealth Alliance, Intrua Financial, LPL Financial, Aurora Health Care, and Landaas & Company. 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 financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional asset classes.