Emily Allee is a Series 66-licensed financial advisor with LPL Financial, based in Elm Grove, WI. She has two years of industry experience, including roles at BMO Investment Services and BMO Bank. Additionally, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Kurtis Belongea is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2009, also maintaining a role with JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Arjun Singh is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Edward Jones and the University of Wisconsin-Madison. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and customized investment strategies.

Devon Norwood is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience and holds the Series 66 designation. He has been with Robert W. Baird since 2008. Outside of his advisory role, Norwood serves as Treasurer for Lannon Elementary School. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and custody services. Baird manages approximately $394 billion in regulatory assets and offers distinctive features such as municipal advisory services and strategic minority partnerships.

Darin Kochanski is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Crabel Capital Management and Artisan Partners. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that 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.

Samuel Brinkman is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2020, with prior experience at Marquette University, Children's Hospital of Wisconsin, and service in the United States Army. 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 through tailored consulting and portfolio services, including discretionary management and separately managed accounts.

Jacquelyn Niedermeier is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2011. 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 institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Robert Roenitz is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Outside of his advisory work, he is involved as an officer in an investment-related finance entity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved analytical tools.

Nathan Laib is a financial advisor at Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Fox Valley Metrology and Laib Restoration Inc., as well as involvement with the Oshkosh Chamber of Commerce and University of Wisconsin-Whitewater. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual-registered model and utilizes various LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Anthony Galati is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and MPC Advisers. Before entering the financial industry, he was involved with Continuum Footspas, LLC for twelve years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs various portfolio construction tools and third-party platforms to support its extensive network of affiliated advisers.

Cameron Wiczek is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience, including prior roles at Cambridge Investment Research, Inc., and earlier work at the University of Wisconsin-Whitewater. Outside of advising, he serves as a coach for PIUS XI WBB. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm delivers services through a network of independent professionals using a range of portfolio management and model-based solutions, offering both discretionary and non-discretionary investment implementation across multiple platforms.

Timothy Wallerius is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with Charles Schwab in Brookfield, WI, where he has worked since 2021. His prior experience includes positions at TD Ameritrade and Edward Jones. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Jennifer Norvik is a financial advisor with Edward Jones in Oak Creek, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Molded Rubber and Plastic Corp and C&C Administration. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Anstett is a financial advisor with LPL Financial in Wauwatosa, WI, holding a Series 63 license and bringing 43 years of industry experience. He has been associated with Linsco Private Ledger since 2006 and operates a business under the name Anstett Investment Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Charlene Strauss Wilson is a financial advisor at Morgan Stanley in Mequon, WI, holding a Series 66 designation with 23 years of industry experience. She has worked at Morgan Stanley since 2017, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

Scott Van Klompenburg is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Johnson Financial Group, U.S. Bank, and Zywave, and he has served in the Wisconsin Army National Guard since 2017. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients, including individuals, families, pensions, corporations, and charitable organizations. The group offers comprehensive consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Robert Bacskai Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and advisory services. Its investment approach relies on proprietary methodologies developed by its Investment Strategy Group that use forward-looking capital market assumptions and probabilistic modeling.

Mandy Hess is a Series 66-licensed financial advisor with Robert Baird & Co. in Milwaukee, WI, where she has worked since 2019. She has five years of industry experience and previously spent 14 years with The Lynde and Harry Bradley Foundation, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Christopher Yingling is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Osaic, he has been associated with Kutschenreuter Financial Services Inc since 2016. He is also a property and casualty insurance broker engaged in the sale of personal and commercial lines insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and provides integrated brokerage and advisory services. The firm employs various asset allocation tools and offers portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments managed on discretionary or non-discretionary bases.

Keith Dickerson is a CFA® charterholder with 15 years of industry experience. He currently works at Robert W. Baird & Co. and has held prior roles at Northwestern Mutual Investment Services LLC and the City of Milwaukee Employees' Retirement System. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies including separately managed accounts and tax-managed solutions, supported by internal research and oversight.