Dylan Hanson is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors and Wisco Audio. Hanson is also involved with the Monona Grove Softball Booster Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a network of investment adviser representatives.

Dawn Koger is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2010 to 2020 before joining LPL Financial in 2020. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supporting its advisors with research, technology tools, and a broad platform that combines advisory and other financial activities.

Amanda Biggar is a Series 66-licensed financial advisor at LPL Financial with eight years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Global Asset Management. Outside of her advisory role, she acts as a fiduciary guardian for a family member. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gabrielle Conforti is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has previously worked at Advantage Plus Financing and Management Research Service. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Adam Kapusta is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Robert W. Baird & Co. since 2005, following prior experience at Strong Capital Management Inc. The DDK Group, where he works, is part of Baird’s Private Wealth Management department and serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separate managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Todd Metcalf is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously at B.C. Ziegler and Company from 2016 to 2018. Outside of his advisory role, he volunteers as a soccer coach at Oconomowoc High School during the spring season. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Karli Caine is a Financial Advisor with Merrill Lynch Wealth Management, where she applies a comprehensive approach to wealth management that emphasizes understanding clients’ goals and delivering personalized financial strategies. She is part of the TBS Group, which integrates client aspirations with strategic insights to develop action plans that address risk tolerances, time horizons, liquidity needs, and investment objectives. Karli began her career at Merrill in 2020 in client service roles before transitioning to financial advising. She leverages her background in client services to prioritize client satisfaction and provide ongoing support through a dynamic wealth management process. Her areas of focus include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, and retirement income. Karli earned a Bachelor of Science degree in Personal Finance with a minor in Entrepreneurship from the University of Wisconsin-Madison. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation, is licensed in life and health insurance in Wisconsin, and holds FINRA Series 7 and 66 registrations. She is involved with the Financial Occupations Club for University Students and participates in community activities with the ALS Association. Her personal interests include cooking, reading, tennis, and volleyball.

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 registrations and 22 years of industry experience. She has been with J.P. Morgan Securities since 2011 and with JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks, supported by centralized due diligence and implementation services from affiliated entities.

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 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2004 to 2009. He holds the Series 66 designation and is based in Milwaukee, WI. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Irina Lueth is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her prior experience includes Woodbury Financial Services Inc and ownership of Lueth Financial, Inc. She is also involved in health and life insurance services through several independent contractor roles. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization across various investment programs.

Parry Singh is a financial advisor with LPL Financial in Muskego, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Wells Fargo and BMO Bank NA. Outside of advisory work, he serves as a notary public. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by technology tools.

Stacy Brown is a financial advisor with Edward Jones in Waukesha, WI. She holds a Series 66 designation and has over 28 years of experience, including 27 years at Fis before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

Michael Murray is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He has been with Robert Baird & Co. since 1996 and holds Series 63 and Series 65 designations. 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 offers tailored financial planning and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Rachel Lutze is a financial advisor with Thrivent Investment Management in Oak Creek, WI, holding the Series 63 and Series 65 designations and having 20 years of industry experience. She has been with Thrivent Investment Management since 2006 and has worked with Thrivent Financial for Lutherans since 2005. Outside of her advisory work, she is a wellness advocate with doTERRA essential oils, conducting classes and managing an online sales site. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on a wide range of financial planning topics. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing approach while maintaining separate planning and portfolio management services.

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.