Sorin Iancu is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and customizes investment strategies based on client risk profiles, utilizing both in-house and third-party investment managers.

Ryan Hitchcock is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, Mass Mutual Investors Services, Massmutual Life Insurance, and Metlife Securities. Hitchcock is also a shareholder in High Point Capital Group, Inc. and works as an independent insurance agent for fixed products through Crump Insurance Services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios that include a range of investment types managed on discretionary or non-discretionary bases.

Heather Melzer is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2006. Outside of her advisory role, she coaches age group swimmers at the Menomonee Falls Swim Club. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored advice and a range of portfolio management services, including discretionary and non-discretionary management, with access to both traditional and non-traditional investment strategies.

Brandon Wiggins is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent seven years at Bank of America and Merrill from 2010 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory services.

Paul Jackson is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Based in Hartland, WI, Jackson focuses on serving clients through the firm’s institutional platform. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and tax-efficiency analysis.

Benjamin Rennicke is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at West Bend Insurance Company for seven years. Rennicke also has experience as an associate at Gentian Financial, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Andrew Kroll is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2020, previously serving at UW Credit Union since 2015. In addition to advisory work, he is a licensed notary. 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 provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and a broad platform of financial products.

Brian Jansen is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and Tri City Investment Services. Jansen serves on the 401(k) committee for Tri City National Bank, where he collaborates on plan review and fund oversight. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Peter Ament is a financial advisor with Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 1992 and is also associated with Nmis since 2001. 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 a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through various portfolio management and overlay solutions.

Keith Dunton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Morgan Vander Missen is an advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2023. Prior to joining Baird in 2024, Vander Missen held roles at Nicolet National Bank and the University of Wisconsin-Milwaukee. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm combines internal research, manager selection, and innovative strategies, including tax management and direct-indexing, to provide tailored advisory solutions.

Krisi Dimo is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding a Series 66 designation and eight years of industry experience. She has been with Robert W. Baird since 2016 and previously worked at UBS for one year. 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 charitable organizations. The group offers customized financial planning and portfolio management using a range of strategies, including discretionary and non-discretionary services, separately managed accounts, and overlay solutions.

Jonas Edstrom is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2013, following a tenure at City National Bank from 2022 to 2025. Based in Milwaukee, WI, he serves clients through RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers, with services that include portfolio management, financial planning, custody, and brokerage.

Bradley Simenz is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves as a trustee for family trusts aimed at generational wealth preservation and distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and underwriting services.

John Richards is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. He holds the Series 66 designation and has 20 years of industry experience, including 15 years with Robert W. Baird & Co. Inc. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice. The firm advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations, offering tailored consulting and portfolio services that incorporate both traditional and complex investment strategies.

Patrick Bernauer is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. His prior work includes positions at Baker Tilly and several roles at the University of Minnesota - Twin Cities. Baird is a large institutional firm with approximately $394 billion in regulatory assets under management as of December 31, 2025. The DDK Group within Baird’s Private Wealth Management department serves individual, corporate, pension, and charitable clients, offering services such as financial planning, portfolio management, and separately managed account programs.

Laura Thurow is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI. She holds a Series 63 designation and has 24 years of industry experience, having been with Robert W. Baird since 2000. 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 provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Peter Dahlquist is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He previously worked at Waddell & Reed, Inc. from 2004 to 2021. Dahlquist is also involved with the Ake L. Dahlquist Scholarship Memorial Fund. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sara Brown is a financial advisor with Robert W. Baird & Co. in Oak Creek, WI, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a board member of the Rolling Meadow Condo Association in Mequon, WI. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio services, employing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Keith Martens is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model various outcomes, supporting clients in managing approximately $2.74 trillion in assets.