Wendi Hall is a financial advisor at Cetera with Series 63 and Series 65 credentials and 21 years of industry experience. She has held roles at Avantax Insurance Services, Avantax Advisory Services, and currently serves as President of Hall Wehring CPAs, where she provides tax and accounting services. Hall is also involved with the Accounting and Financial Women's Alliance, serving in leadership roles focused on education and scholarship programs for women in accounting and finance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform allowing advisors to implement a range of investment strategies under various program structures and custodial relationships.

Jonathan Gleason is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and is based in Milwaukee, WI. His career includes roles at JPMorgan Chase Bank, N.A. and various J.P. Morgan Securities entities since 2016, as well as work with Pourfolio App. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches, supported by a centralized due diligence team.

Lisa Pugel is a financial advisor at Cetera with over 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Avantax Investment Services and DB Tax & Financial Services. Outside of advising, she is involved in tax preparation and consulting through Hall Wehring CPAs. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing advisors access to both affiliated and third-party investment strategies.

Carter Amundson is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including North Star Resource Group and Securian Financial Services. Outside of his advisory role, he serves as an elected board member of Buena Tierra MKE Inc., a nonprofit focused on community engagement. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across various program structures.

Christine Jasso is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 10 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and previously at Northwestern Mutual Investment Management from 2015 to 2017. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, 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.

Dylan Krause is a financial advisor with LPL Enterprise holding a Series 66 designation and has less than one year of industry experience. His prior work includes roles at Northwestern Mutual and running an independent venture, Two Dog Enterprise. He has also been involved in education at several institutions including the University of Wisconsin La Crosse and Muskego High School. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Michael Dearing is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, H. Beck, Inc., and Johnson Controls. 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 offers a broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational tools.

Brian Jacobs is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with eight years of industry experience. Prior to joining Baird in 2018, he worked at PricewaterhouseCoopers, LLP for two years. He serves as Chief Financial Officer on the board of the Raymond School Foundation, a nonprofit organization. The DDK Group at Robert W. Baird, where Jacobs works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies with ongoing investment monitoring.

Lesley Augustine is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 16 years of industry experience. She 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, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies and overlay services to meet diverse client goals and risk tolerances.

Abigayle Spitzer is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding the Series 66 designation and bringing two years of industry experience. Prior to joining Baird in 2023, she worked at Target and Piggly Wiggly Midwest. She 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 provides financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and custody and brokerage services, supported by ongoing manager selection and internal research tools including artificial intelligence.

James Johnson is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2011. Outside of his advisory role, Johnson owns Port Retro, a toy, hobby, and game business, and serves as treasurer for the Misty Ridge Community Association in Grafton, WI. Johnson is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet diverse client goals.

Dawn Okon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative analysis to develop model asset allocations, incorporating ESG frameworks and broader derivatives capabilities.

Emmanuel Sona is a financial advisor with Edward Jones in Brookfield, WI, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2025, he worked at JPMorgan Securities LLC for six years and held roles at Massmutual Life Insurance Co and WFG. Outside of his advisory work, he owns and operates an investment club called NOWIJE GROUP focused on real estate investment, and he manages a property maintenance business, Four Sons Realty Group LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its additional services such as trust and securities-based lending options.

Patrick Gaitens is a financial advisor with Wells Fargo Clearing based in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has 39 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, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Sara Cliff is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked with various firms within the Cetera network and has maintained a longstanding association with John Coloso Investments. Outside of advisory roles, she is active as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified investment strategies through a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Benjamin Eggert is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. He has been with Robert W. Baird & Co. since 2016. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and manager monitoring.

Gregory Pfaff is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 63 designation and 35 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Brett Selke is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds the Series 66 designation and has been with Baird since 2020. Outside of his advisory role, he serves as an adjunct professor at Carroll University. Baird's DDK Group, where Selke is based, advises a broad range of clients including individuals, families, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and alternative investment strategies.

Mark Sexton is a financial advisor with Ameriprise in Hartland, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations, supported by algorithmic tools and oversight committees.

Matthew Krueger is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2014. He is based in Milwaukee, WI, and holds a Series 63 license. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment strategies and a combination of consulting, portfolio management, and brokerage services, including access to both traditional and non-traditional asset classes.