Susan Walton is a financial advisor with RBC Capital Markets in Brookfield, WI. She holds Series 63 and Series 65 designations and has 34 years of industry experience. She has worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Rochelle Wacker is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Elizabeth Weinkauf is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2015. Outside of her advisory role, she works as a yoga instructor on a part-time basis. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and overlays tailored to client goals and risk tolerances.

Dirk Robichaud is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside his advisory role, he serves as co-trustee for family trusts in Wisconsin and Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Colton Whitaker is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors in 2022, he held various roles including positions at Miura Boiler and Generac Power Systems. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to advisory models or discretionary managers, with a significant reliance on third-party program sponsors and TAMPs.

Don Dahlman is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 33 years of industry experience, including roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust Company. Dahlman has been with LPL Financial since 2021 and has a long history in various financial services firms. 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 model portfolios and third-party asset managers.

Colin Dewey is a financial advisor with Edward Jones in Wauwatosa, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked in governmental roles, including positions with Senator David Craig and Governor Scott Walker, and served in the United States Navy Reserve from 2013 to 2019. Outside of finance, Dewey coaches group fitness classes at CrossFit Rohkeus and Badger CrossFit. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Paul Purifoy Robertson is a financial advisor with Merrill in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and UMB Fund Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Steil Palma is a financial advisor with Wells Fargo Advisors in Waukesha, Wisconsin, holding a Series 66 designation and 19 years of industry experience. Her prior work includes five years at BMO Harris Bank and five years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2026. Outside of her advisory role, she is involved in retail wine and spirit sales as a sales team member at Total Wine and More. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a wide range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses its own research and planning tools to develop tailored recommendations delivered through client meetings and summary letters.

Anthony Pecoraro is a financial advisor with LPL Financial in Milwaukee, WI, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at BMO Harris Financial Advisors, M&I Trust, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Daniel Mueller is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of his advisory role, he is an owner and member of Sunflower Partners LLC, an investment property entity. 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, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers across traditional and complex investment strategies.

Jose Freyre is a financial advisor with LPL Financial in Milwaukee, WI. He holds a Series 66 designation and has 22 years of industry experience, including 19 years with LPL Financial (formerly Linsco/Private Ledger Corp.). He operates a separate business under the name Monarch Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of portfolio management strategies and operational tools.

Adam Voss is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Investment Solutions Representative, International Trading Associate, High Net Worth Service I, and Financial Representative Full Trader. As a Certified Financial Planner™, Adam partners with clients to create personalized financial plans tailored to their goals and needs. He emphasizes building relationships based on communication and trust to simplify clients' financial lives. Outside of his professional work, Adam enjoys biking, golf, hiking, kayaking, and traveling.

Mark Haglin is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under consolidated billing, while maintaining separate service provisions.

Fred Hancock is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held positions at several firms, including RBC Capital Markets, Edward Jones, Foreside Fund Services, Amplify Investments, ABRDN, Wintrust Wealth Management, Great Lakes Advisors, and Windhaven Investment Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Jack Stewart is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AXA Advisors LLC, Paramount Financial Strategies, and Northwestern Mutual. He operates a separate business under the name Paramount Financial Partners that involves outside business insurance through Pacific Life. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes various advisory models and third-party asset managers, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Kilian is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Axa Advisors and Oracle Corp., alongside managing his own firm, K & M Killian LLC. Kilian serves on the Stewardship Commission at Lumen Christi parish and assists with Planned Giving initiatives. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm employs a range of advisory models and partners with third-party asset managers to deliver customized investment solutions.

Lindsey Kreske is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2023. Prior to this, she spent 18 years at Ameriprise Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment approaches through a large network of investment adviser representatives.

Bryan Donovan is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with Financial Consultants and clients to create detailed roadmaps tailored to clients' visions for future retirement and their unique financial needs. He works collaboratively to navigate clients' financial futures, connecting them with Fidelity Investments' resources. Bryan's experience at Fidelity Investments includes roles as a Relationship Manager from 2020 to 2021 and as a Financial Representative from 2018 to 2020. Through these positions, he has developed expertise in financial planning and client relationship management. Outside of his professional responsibilities, Bryan has interests in comedy, concerts, fitness, music, pets, and reading.

Joseph Schmidt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes multiple roles at Hillsdale College and other organizations in varied fields before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs, and holds distinctive registrations and advisory roles uncommon among large institutional peers.