Joshua Beaugrand is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, and he is also the owner and president of Beaugrand Tax & Accounting LLC, a tax preparation service in South Milwaukee. Additionally, he serves as treasurer for Hope Village International Inc., overseeing financial reporting and compliance. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified investment programs and financial services through a multi-manager platform supported by over 10,000 advisors nationwide.

Brittany Zeske is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 12 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2012. 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 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.

Jordan Fritz is a financial advisor at Robert W. Baird & Co. with a Series 66 credential. He joined Baird in 2026 and has prior experience in technology and defense firms, including Blue Canyon Technologies and Northrop Grumman. The DDK Group, part of Baird’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Kyle Rossi is a financial advisor with LPL Financial in Wauwatosa, WI, holding a Series 66 designation and over 13 years of industry experience. His prior positions include roles at Johnson Bank, INVEST Financial Corporation, and Iowa State Bank. 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 provides a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and custom strategies across discretionary and non-discretionary platforms.

Frank Vaeth is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes positions at U.S. Bancorp Investments, Wells Fargo Clearing Services, Merrill, and Robert W. Baird & Co. Frank is based in Thiensville, WI. 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, model portfolios, third-party asset management, and institutional platforms.

Mary Sharon Deguzman is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2000. She has 24 years of industry experience. Deguzman serves on the investment and finance committees of several nonprofit organizations, including Catholic Charities Foundation, TEMPO Milwaukee, Divine Savior Holy Angels High School, and the Wauwatosa Public Library Foundation, and holds board roles in community and faith-based groups. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Richard Dallen is a CFP® with 39 years of industry experience and is currently with Ameriprise in Pewaukee, WI. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for Happy Snout Ranch, LTD, and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet certain asset thresholds, delivering written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide these services and offers a broad range of advisory, brokerage, and insurance solutions.

Jake Zarling is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Brenda Merschdorf is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds Series 63, Series 65, and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Kathleen Cobb is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds a Series 63 designation and has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in managing rental property maintenance through two LLCs. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Jonathan Fiorito is a financial advisor with LPL Financial in Milwaukee, WI, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, AXA Advisors, Chase Investment Services, MSI Financial Services, and Money Concepts Capital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Rachel Panasuk is a Certified Financial Planner® with 23 years of industry experience. She is affiliated with RBC Capital Markets and City National Bank, having worked at RBC Capital Markets since 2008 and City National Bank since 2017. She serves as a committee member for Secure Futures, a nonprofit that provides financial literacy programs aimed at empowering students to make sound financial decisions. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers while providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Matthew Turner is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 26 years of industry experience. He has been with Robert Baird & Co. since 2005. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by in-house investment research and tax-management capabilities.

Michael Fohr is a CFA® charterholder with eight years of industry experience. He is currently with Robert W. Baird & Co. Incorporated and previously worked at National Investment Services of America, LLC, National Investment Services, Inc., and Reinhart Partners, LLC. Michael is based in Milwaukee, WI. He is part of The DDK Group at Robert W. Baird & Co., a team within the Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, tax management, and internal research including artificial intelligence tools.

Jennifer Olen is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 18 years of industry experience. She has been with Robert W. Baird since 1997. She 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 financial planning and discretionary and non-discretionary portfolio management, utilizing a range of strategies from traditional to complex allocations.

Rebekah Bozich is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Co. since 2014. 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, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and advisory services supported by internal research and investment tools.

Nicholas Sulla is a financial advisor with Equitable Advisors in Milwaukee, WI. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles outside the financial industry and involvement with the Children's Hospital of Wisconsin. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Michelle Schmitz is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has prior experience with BMO Harris Financial Advisors and BMO Harris Bank. 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 financial planning and investment management solutions, including access to model portfolios, third-party subadvisors, and institutional platforms.

Lara Steinbach is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jeffery Lister is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Woodbury Financial Services, Inc. for 22 years. He has engaged in the occasional sale of fixed life insurance through a sole proprietorship. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.