John Pelletier is a financial advisor at LPL Financial with 23 years of industry experience. He holds the CFP® and Series 66 designations. His career includes roles at BMO Harris Financial Advisors, Inc. and BMO HARRIS Bank prior to his current position. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of management and portfolio options.

Kevin Dailey is a financial advisor with Wells Fargo Clearing in Mequon, WI, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Thomas Wagner is a financial advisor with Ameriprise in Elkhorn, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver customized, non-discretionary retirement income advice.

Pamela Cain Henry is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Robert Baird & Co. since 1998. Outside of her advisory role, she manages a rental property in Milwaukee. 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 provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and access to a range of traditional and alternative investment strategies.

Debra Schmoker is a financial advisor at Robert Baird & Co. with 36 years of industry experience. She has been with Robert Baird & Co. since 1999 and holds a Series 63 designation. She 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 other institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing both in-house and third-party managers.

Thomas Naleid is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird since 2016. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, 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, supported by ongoing manager selection, internal research, and advanced tools such as artificial intelligence.

Allen Dearing is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and H. Beck, Inc. He is also associated with Elmbrook Associates, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Alejandro Sanchez is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill Lynch Private Wealth and Extreme Reach, and his background includes roles outside finance such as involvement with a soccer club and a health and fitness startup. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Brian Roell is a financial advisor with Mass Mutual Investors Services in Milwaukee, WI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. Outside of his advisory role, Roell serves as a trustee for two family trusts and is involved with Roell Capital Management LLC in the sale of individual life and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring financial planning as annual, collaborative engagements that emphasize written recommendations and goal-based analysis.

Andrew Due is a financial advisor at LPL Financial based in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Educators Credit Union, The Walt Disney Company, and the University of Wisconsin - Parkside. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

John O'Neil is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and CIBC Bank USA. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales.

Zachary Hietpas is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. He has worked at Equitable Advisors since 2023. Outside of his advisory role, he serves as a basketball coach for the New Berlin Eisenhower Boys Basketball Booster Club. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Corbin Weyer is a CFA® charterholder with 16 years of industry experience, all spent at Robert W. Baird & Co. He is based in Milwaukee, WI, and holds a Series 63 license. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of SMA strategies, tax-management tools, and proprietary research including artificial intelligence in client advice.

Patrick Modjeski is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 66 designation and 26 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2018 and at Sii from 2016 to 2018. In addition to his advisory role, he is involved as an insurance broker and agent in the sale and service of fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large affiliated adviser network. The firm provides integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to construct portfolios across various asset classes.

Ian Albin is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He joined Baird in 2025 and has prior work experience in hospitality and retail management, including roles at Kilroys Sports Bar and Gold Casters Jewelry Store. Outside of finance, his background includes several years at Rolling Hills Country Club and Showplace Family Entertainment. Ian is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with ongoing home-office research support.

William Schweitzer is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has worked at Fortis Investors, Inc. and Penn Mutual Life since 1992. Schweitzer serves as a board member for Friends for Health in Haiti and provides tax preparation services through WJS Wealth Management. 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 integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

John Roesner Jr. is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Robert Baird since 2006. Robert Baird’s DDK Group, where Roesner works, serves a range of clients including individuals, corporate entities, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, internal research, and technology including artificial intelligence in its advisory process.

Soumya Venkataraman is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding the Series 66 designation with two years of industry experience. Prior to joining Baird in 2023, Venkataraman worked at Northwestern Mutual. Venkataraman 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 offers 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.

Kayla Hollenbeck is a financial advisor at Robert Baird & Co. with six years of industry experience. She has worked at Baird since 2019 and previously spent eight years at Continental Properties. Kayla holds the Series 66 designation. 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, charitable organizations, and other institutional clients with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Timothy Wojs is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 19 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2005. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and comprehensive financial planning.