Dana Felton is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this role, she worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Heinen is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. 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 internal and third-party research.

Robert Schultz is a financial advisor with Robert W. Baird & Co. in Oak Creek, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Robert W. Baird & Company since 1998. 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, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay services, employing a range of traditional and non-traditional investment strategies.

Christopher Jones is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for eight years and Sii for five years. In addition to his advisory role, he is involved in the sales and marketing of fixed annuities and non-variable insurance through his sole proprietorship, Strategic Wealth & Legacy Advisors. OSAIC serves a broad range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and risk-assessment frameworks to build diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jose Yamat is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 brokerage and advisory solutions supported by research and analytics.

Peter Koleske is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Wintrust Private Client, U.S. Bancorp Investments, and BMO Harris Financial Advisors. Outside of his advisory work, he serves on the board of directors for the Catholic Community Foundation of the Archdiocese of Milwaukee and acts as a trustee for St. Joseph Parish, assisting with business decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored 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 third-party money managers.

John Campbell is a Series 66-credentialed financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 21 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Campbell serves as a board member and co-chairman of the farm committee at the E.F. Wildermuth Foundation, where he also acts as vice president of the Board of Directors and co-chair of the investment council. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm offers a mix of manager-traded and model-traded strategies, overlay management, tax management, and direct-indexing capabilities along with ongoing manager selection and monitoring supported by internal research and technology.

Emily Raychel is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Robert Baird & Co. since 2015. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning, consulting, and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Matthias Strotman is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and previously worked at Marquette University for 14 years. 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 other institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Richard Wartman is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced analytical tools.

Jordan Masnica is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert Baird & Co. since 2010. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services through a variety of strategies and utilizes internal research and tools, including artificial intelligence, to support client advice.

Andrew Schaefer is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments and Robert W. Baird. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

John Mc Innes Jr. is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Packerland Brokerage Services, and Edward Jones. Outside of his advisory role, he manages The Pru Crew, LLC, a real estate rental business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs.

David Klapatch is a Series 66-licensed financial advisor with LPL Financial in Brookfield, WI, bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously operated Klapatch Wealth Management, LLC since 2010, alongside experience at SII Investments, Inc. and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services including financial planning and model portfolio programs, leveraging both proprietary and third-party resources across discretionary and non-discretionary strategies.

Lisa Marcinkowski is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Weil is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Landmark Credit Union, UMB Fund Services, and Northwestern Mutual. Outside of his advisory role, he has been involved with Bigler Sports. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

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.