Andrew Lien is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2005. Outside of his advisory role, he is a passive investor in DMS Supplements LLC. 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 provides a range of consulting and portfolio services tailored to client goals, using a combination of in-house and third-party managers and offering various investment strategies including traditional and non-traditional allocations.

Brian Arvai is a Financial Consultant I at Fidelity Investments, where he has been working since 2026 in his current role. His career at Fidelity includes previous positions as a Planning Consultant from 2025 to 2026, Relationship Manager from 2023 to 2025, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, Brian worked at Wells Fargo Advisors as a Client Associate from 2021 to 2022 and served as a Service Manager at Wells Fargo from 2019 to 2021. Brian's approach to financial planning emphasizes building genuine relationships with clients to understand their individual stories, goals, and challenges. He focuses on co-creating tailored financial strategies that help clients navigate their financial journeys with confidence and clarity. His experience spans various roles within financial services, allowing him to provide personalized guidance and support. Outside of his professional work, Brian enjoys baseball, camping, fishing, football, golf, and outdoor adventures.

Michael Patterson is a financial advisor at OSAIC with 34 years of industry experience. His previous roles include positions at Woodbury Financial Services Inc. and Voya Financial Advisors. Outside of his advisory work, he has served on the Pastoral Council of St. Joseph Catholic Church. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Kyle Baus is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. Prior to his career in finance, he served with the Milwaukee Police Department for 17 years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning relationships that utilize firm-approved tools to support client goals.

Keith Black is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Baird in 2025, he worked at Heritage Investment Services, Inc. and Commonwealth Financial Network for 17 years, and Edward Jones for one year. He is a notary public and has ownership interests in Heritage Investment Services, Inc. Baird’s DDK Group serves a diverse client base including individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, supported by internal research and investment professionals.

Joshua Konkel is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is active as a non-variable insurance agent for Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and various institutional entities. The firm employs a model-driven investment approach, emphasizes access to third-party asset managers, and provides non-securities services such as affiliated trust and insurance offerings.

Rick Napholz is a CFP® with 43 years of industry experience, currently advising at Ameriprise in Brookfield, WI. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Abraham Goldberg is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding a Series 66 designation and 16 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 uses research and analytics to evaluate investment managers and offers a range of brokerage and advisory solutions.

Adam Klimas is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America and PRUCO Securities, LLC. Klimas serves as president of the Paradise Hills Home Owners Association, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation through third-party portfolio strategists and offers financial planning, asset manager access, and insurance product sales.

David Berka is a financial advisor at Osaic with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes positions at Woodbury Financial Services, Inc., Girard Securities, Inc., and MPC Advisors, LLC. He is also an agent with MPC Insurance Services, involved in the sales of life insurance and long-term care insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Andrew Kastenholz is a financial advisor with LPL Financial in Menomonee Falls, WI. He holds Series 63 and Series 66 credentials and has 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BMO Harris Financial Advisors, Inc. from 2015 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by a network of over 22,800 advisors.

Derek Winn is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior work includes roles at Woodbury Financial Services, Girard Securities, MPC Advisers, and Securian Financial Services. He is a board member of Midwest Planning Company LLC, a service entity supporting financial advisers, and also acts as an insurance agent for fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization, supported by multiple investment and platform options.

Joel Meyer is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2018. Outside of his financial career, he spent time involved with wine-related businesses from 2019 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Scott Greening is a CFP® with 14 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes roles at Thrivent Financial and UBS Financial Services. He is also the Chief Investment Officer of Pinnacle Wealth Management and RBG Ventures LLC, two support companies he owns in Hartland, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support tailored client recommendations.

Lauren Ven Housen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Balestrieri Environmental & Development, Inc., Ignition Dealer Services, and Kunes Auto Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ruth Tsakonas is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Rusty Coyle, Waddell & Reed, Regency Wealth Partners, and SII Investments. Ruth operates out of Waukesha, WI. 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 portfolios, third-party asset management, and institutional platforms.

William Strey is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and previously worked for General Finishes for six years. Outside of his advisory role, he serves as treasurer for the Twin Lakes Chamber of Business Association and its foundation and presents community seminars at Wilmot High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs delivered through a network of Investment Adviser Representatives and utilizes third-party asset managers and LPL-sponsored programs.

Andrew Armstrong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at Wells Fargo since 2016 and previously at Allspring Funds Management from 2005 to 2009. 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 research and analytics with diversification principles in its investment approach and provides a wide range of brokerage and advisory solutions.

Jacob Reinhart is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor AXA Advisors, and serves as a board member of the Holy Apostles Church Investment Advisory Board. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party asset managers, delivering services through a network of Investment Adviser Representatives.

Todd Krempasky is a financial advisor with RBC Capital Markets in Delafield, WI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His career includes positions at RBC Capital Markets since 2017, Wells Fargo Clearing, and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in‑house and third‑party managers, supporting various account structures and investment options.