Raquel Zehr is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and previously worked in education and retail before joining Ameriprise. Zehr is also employed at K&S Operations, LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Lori Baneck is a financial advisor with Osaic Wealth, Inc. in Brookfield, Wisconsin, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Woodbury Financial Services Inc and Girard Securities, Inc., among other firms. In addition to her advisory role, she is a notary and holds a position as an insurance advisor specializing in fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a variety of investment tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jacob Dziubek is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for four years. Outside of his advisory role, he has been involved with Whitnall Park Lutheran Church since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Fry is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2012. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other 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 traditional and non-traditional investment strategies.

Paul Gwidt is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has worked for three years. His prior experience includes roles at Wells Fargo Clearing Services, The VanderBloemen Group, and the University of St Thomas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit entities. The firm provides non-discretionary financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

Madeline Schroeder is a financial advisor at Robert Baird & Co. with eight years of industry experience. She has been with R.W. Baird since 2018 and previously worked at Nordstrom from 2016 to 2018. Schroeder holds a Series 66 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, including high net worth clients, businesses, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs supported by internal research and ongoing manager oversight.

Gregory Dorf is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Axa Advisors and Wintrust Commercial Banking. Outside of finance, he is involved in diverse activities such as music performance, handyman and house painting services, operating a coffee resale business for organizations, and hosting on Airbnb. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Chantz Kwapick is a Series 66-licensed financial advisor at Fidelity with seven years of industry experience. His prior roles include positions at Compass Distributors, USA Mutuals, Ultimus Fund Distributors, and Premier Legacy Wealth Management. He is based in West Allis, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Marsha Kademian is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has held roles at Cetera Investment Advisors and Cetera Advisors since 2022, and previously worked at First Allied Advisory Services and First Allied Securities from 2000 to 2022. She is also president of Kademian Financial Group, Inc., a registered investment advisory firm. Cetera Investment Advisors LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Scott Mank is a financial advisor with Edward Jones in Oak Creek, WI. He holds the Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive nationwide network of advisors and branches.

Roger Klumb Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, 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 traditional and non-traditional investment strategies.

Ashley Carlson is a CFP® with two years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. She previously worked at Merrill and has diverse experience including involvement with Milwaukee Pedal Tavern, Get Pie, PBC, and Get Hot Yoga. The DDK Group at Robert W. Baird & Co., where she works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies supported by home-office research and distinguishes itself through strategic partnerships and municipal advisory services.

Jay Murphy is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 17 years before joining RBC Capital Markets in 2025 and City National Bank in 2026. Outside of his advisory role, he owns Chick-n-Whistle LLC, a business not related to investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that combine portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Bernard Lynn is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at BMO Harris Financial Advisors and BMO Harris prior to joining LPL Financial. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, with advice provided through a large network of investment adviser representatives.

Henry Otten is a financial advisor with Stifel in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for the Knights of Columbus Council 4648 in Brookfield, where he supervises the council’s financial activities and participates in community charitable events. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Connor Jacoby is a financial advisor at RBC Capital Markets with one year of industry experience. Prior to joining RBC, he worked at Overstocked Retail, a construction and reselling company, and has served as a referee for the Wisconsin Interscholastic Athletic Association. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through various advisory programs.

Ryan Vandeloo is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial plans and allows clients to integrate planning with managed accounts under a consolidated billing option called WealthPlan, while maintaining separate planning and management services.

Michael Hilbert is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with eight years of industry experience. He holds the Series 66 designation and has worked at Baird since 2020, following prior roles at Edward Jones between 2016 and 2020. Baird’s DDK Group serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and proprietary research tools to support its advisory work.

Herman Hodes III is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Nicholas Company and William Blair & Company. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing internal research and model-based strategies to support client advice.

Kevin Duffey is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, Duffey is an owner and member of Common Investment Partners, LLC, a non-investment related business. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning, portfolio management, and consulting services, utilizing a range of investment strategies and manager options to meet client goals.