Michael Kramer is a financial advisor with Stifel in Mequon, Wisconsin, holding a Series 66 designation and 25 years of industry experience. Prior to joining Stifel in 2018, he worked at B C Ziegler and Company for 18 years. He has held leadership and board roles outside of advising, including past president of the Mequon-Thiensville Chamber of Commerce, membership on the City of Mequon's Economic Development Board, and a board position with Community Projects for Seniors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

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 with LPL Financial in Wauwatosa, WI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Transamerica Financial Advisors, Inc., and Wisco Audio, and currently affiliates with HD Wealth Solutions and WFGIA. Outside of his advisory work, Hanson is involved with the Monona Grove Softball Booster Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Dawn Koger is a financial advisor with LPL Financial based in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining LPL Financial in 2020, she worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2010 through 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Amanda Biggar is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Global Asset Management. Amanda also serves as a fiduciary guardian for her brother. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning and advisory services.

Gabrielle Conforti is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and four years of industry experience. She has worked at Raymond James since 2019, following prior roles at Advantage Plus Financing and Management Research Service. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and serves municipal clients with specialized public financing and investment banking capabilities.

Adam Kapusta is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2005. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides 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.

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.

Kim Wisniewski is a financial advisor at Cetera with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several related firms, including First Allied Advisory Services and Cetera ADVISORS LLC. Outside of her advisory role, she is involved with the Wisconsin Athletic Club, where she works as a general cleaner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment programs.

Jennifer Stillman is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been with J.P. Morgan Securities since 2011 and has worked at JPMorgan Chase Bank since 2004. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Nathaniel Radke is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Oshkosh Corporation, and LSC Communications. He 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Michael Good is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Daniel Schneck is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert Baird & Co. since 1999. Schneck serves as a board member and treasurer for Prevent Blindness Wisconsin. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies along with ongoing manager selection and monitoring.

Phillip Dallman is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 1987. 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 provides a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Denise Klemens is a CFP® with 26 years of experience in the financial industry. She has worked at Stifel since 2018 and previously spent 13 years at B C Ziegler and Company. She holds the Series 66 designation and is based in Mequon, WI. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Todd Haschker is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Joseph Arnold is a financial advisor with LPL Financial in Brookfield, Wisconsin, holding a Series 66 designation and having 22 years of industry experience. He has worked with LPL Financial since 2018 and with SII Investments, Inc. since 2010. Outside of his advisory role, Arnold coaches basketball at Lake Country School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by research and model portfolios.