Jacob Goran is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior experience at U.S. Bank and Belfre Kitchen. Outside of his advisory role, he works seasonally at Riehle's Tree Farm in Dousman, Wisconsin. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The team employs a variety of strategies, including both traditional and non-traditional investments, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerances.

Richard Hagan is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI, holding a Series 63 designation and 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co. since 2016, with prior experience at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income insurance, as well as life, accident, and health insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative annual financial planning engagements using firm-approved tools to analyze goals, offering event-driven planning services such as estate settlement and employer-sponsored plans.

Joshua Corroy is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2012 and began his career with Edward Jones. Based in Brookfield, WI, Corroy has spent his career with large advisory firms. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides personalized, tax-aware retirement planning through collaborative, non-discretionary recommendations.

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.

Frank Mularz III is a financial advisor with LPL Financial in Wauwatosa, WI, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. His prior roles include positions at PNC Wealth Management, U.S. Bancorp Investments, Inc., Wells Fargo Clearing, Chase Investment Services Corp., and M&I Financial Advisors, Inc. He also maintains a wealth management practice affiliated with UW Credit Union. 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 access, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

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.

Jacob Pfeifer is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Northwestern Mutual and has experience in retail and education sectors. Pfeifer also maintains part-time employment with Kroger. 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, and institutional platforms, supported by extensive technology and a large network of advisors.

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 financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked previously at BMO Harris Financial Advisors and BMO Harris Global Asset Management. Amanda also serves as a fiduciary guardian for her brother. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.