Lori Mayer is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2008. Outside of her advisory role, Mayer is involved in independent consulting for several skincare and wellness direct sales businesses, including PRUVIT, Ever Skincare, and L'Bri Pure n' Natural. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies, utilizing both in-house and third-party managers.

Derek Jelinski is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 registrations with 24 years of industry experience. He has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association, since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Daniel Lukes is a financial advisor with Wells Fargo Clearing in Mequon, WI, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. and Office Depot OfficeMax. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Katherine Schoen is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She has been with Robert W. Baird since 2008 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 a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Dawn Boegel is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley Smith Barney and Ameriprise Financial Services, Inc. Outside of her advisory role, she has been involved in real estate ownership. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions.

Sharon Staley Smith is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019 and previously worked at Thrivent Financial from 2015 to 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual collaborative planning engagements without discretionary investment authority.

Benjamin Barrette is a financial advisor with Fidelity Investments in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Outlier AI, Under Armour, and Purdue University Northwest. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm serves retail and institutional investors and maintains a distinctive role in delivering model portfolios and advising registered investment companies.

Leo Lesch is a CFP® with 18 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services and Waddell & Reed, and owns Sky Guard Planning, LLC. Outside of his advisory role, Lesch is a commercial pilot and member-owner of Vortex Leasing, LLC, which leases helicopters to commercial pilots and helicopter businesses. He also serves as Past Council President and Chair of the Nominating Committee for the Potawatomi Area Council of the Boy Scouts of America. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by a wide range of investment platforms and third-party managers.

Roger Gervais II is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He has been with Robert Baird since 2009 and holds a Series 66 designation. Outside of his advisory role, he is also an author. Robert Baird’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations by providing tailored financial planning and portfolio management services. The group offers a range of strategies, including discretionary management and separately managed accounts, utilizing both in-house and third-party managers.

Thomas Nowalis Jr. is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a trustee for multiple family trusts and holds power of attorney responsibilities related to family financial matters. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions while utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Joseph Weirich Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, also working at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party managers.

Max Mann is a CFA® charterholder with 17 years of industry experience, currently advising at Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2008. He holds a Series 63 license and is a passive member of RioCap Investors LLC, an unrelated business activity. 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 tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Whitney Sweet is a financial advisor at Robert Baird & Co. with a Series 66 designation and 12 years of experience at the firm. Based in Milwaukee, WI, Sweet has been with Baird since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

Thomas Ewig is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Mutual of America Financial Group, Securian Financial Services, and MassMutual. Outside of his advisory work, he has been a basketball referee since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

John Moriarty is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Outside of his advisory role, Moriarty serves on the board of directors of EKSIGENT Technologies, a medical technology company, where he owns about 1% of the company. Moriarty is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and technology tools.

William Naleid is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 44 years of industry experience. He has been with Robert Baird & Co. since 1981. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management, separately managed account programs, and municipal advisory services.

Anne Wiesman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. Prior to joining Baird in 2023, she worked at Artisan Partners Distributors LLC and Artisan Partners Limited Partnership from 2016 to 2023. She is part of The DDK Group within Baird’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, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

Christopher Napholz is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Ameriprise Financial Services, Inc. He also worked in the hospitality industry at Thunder Bay Grille and has experience at the University of Wisconsin. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides specialized retirement income planning through written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Patrick Wielgosh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their long-term goals, offering services including college education planning, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. He provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. A lifelong Wisconsin resident, Patrick graduated from Greendale High School, where he was Senior Class President, and earned a Bachelor's Degree from the University of Wisconsin Madison. He holds the Personal Investment Advisor (PIA) designation and has an exclusive practice focused on building close, trusted relationships with clients. Patrick is also a certified firefighter and EMT, contributing to his local community through volunteer service. Outside of his professional work, Patrick enjoys camping, fishing, golfing, and spending time with his family. He values community involvement and dedicates time to volunteering with local organizations.

Connor Young is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previous experience at Thrivent Financial, Carr Services LLC, Northwestern Mutual, CJW Inc, and Wisconsin Lutheran College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services under its WealthPlan option, focusing on a broad range of financial topics through a network of financial advisors.