Nathanael Bier is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized financial strategies tailored to individual client goals. He is a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor who has been assisting individuals and families with their financial planning needs since 2015. Nathanael focuses on a range of client areas including retirement income, tax minimization, college education planning, divorce transition planning, legacy planning, liquidity management, portfolio management, and socially responsible investing. Nathanael leads the Bier Wealth Management Group, which coordinates financial affairs for families, retirees, corporate executives, business owners, and non-profit organizations primarily in the Milwaukee area and beyond. His team emphasizes client education to help simplify and clarify financial decision-making while regularly reviewing and updating strategies to meet evolving goals. Nathanael holds a bachelor's degree from the University of Minnesota System. Outside of his professional role, Nathanael enjoys camping, cooking, football, photography, reading, spending time with family, and watching movies. He seeks to develop one-on-one relationships with clients to deliver customized financial plans that provide confidence and clarity in pursuing long-term objectives.

Jeffrey Eichel is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. His prior experience includes roles at Northshore Bank and Cetera Investment Services LLC beginning in 2005. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management, financial planning, and retirement services through a multi-manager platform with a range of discretionary and non-discretionary program options.

Deanne Soetenga is a CFP® with 23 years of industry experience, currently serving at Robert W. Baird & Co. since 2004. She holds Series 63 and Series 66 licenses and is based in Waukesha, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The firm offers customized financial planning and portfolio management services, employing a range of strategies from traditional allocations to complex alternatives, and provides municipal advisory and public finance services alongside its investment management capabilities.

Wendy Wallace is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 1992 and holds a Bachelor of Science degree in Mathematics from the University of Wisconsin-Milwaukee. Wendy has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her areas of expertise include Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Women and Wealth, and Retirement Income. Based in Shorewood, Wisconsin, Wendy is involved in community organizations such as Impact 100 Greater Milwaukee, Kinship Community Food Center, and Secure Futures. Outside of her professional career, Wendy enjoys biking, hiking, swimming, traveling, and practicing yoga. She balances her work and personal life while residing with her family and two dogs.

Domingo Bastardo is a financial advisor with Primerica Advisors in Milwaukee, WI, holding Series 63 and Series 65 credentials and four years of industry experience. He has been with Primerica Advisors since 2021 and Primerica Financial Services since 2012. Outside of advising, he owns an independent tax business, Ismael's Services, LLC, and is a registered notary public in Wisconsin. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and uses a tiered percentage-based fee model distinct from fixed-fee billing options.

Robert Larkin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized financial strategies that address clients' unique circumstances and long-term goals. Robert focuses on areas including college education planning, family wealth management, legacy planning, retirement income, socially responsible and ESG investing, tax minimization, and portfolio management services. As a member of a generational wealth management team, Robert leverages his expertise in financial strategies, estate planning services, and wealth transfer to help clients pursue their financial objectives. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Illinois System. In addition to his professional work, Robert is involved in community service through volunteering with local organizations. Outside of work, his personal interests include basketball, cooking, football, golfing, hiking, hunting, ice hockey, swimming, woodworking, and spending time with his family.

Andrew Klinzing is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at BMO Harris Financial Advisors, Inc. and Edward Jones. He operates a DBA related to his LPL business in Brookfield, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research resources.

David Koning is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird since 2002. Outside of his advisory role, he serves on the finance committee of Brookfield Christian School. David is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Jeanna Woods is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. She has worked at Robert W. Baird since 2016, following previous roles at MassMutual and Metlife Securities Inc. The DDK Group, a team within Robert W. Baird’s Private Wealth Management department, serves a diverse clientele including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, leveraging internal research and a mix of manager-traded and model-traded strategies.

Heidi Schilling is a financial advisor at RBC Capital Markets based in Brookfield, WI, holding a Series 66 designation with one year of industry experience. She has been with RBC Capital Markets since 2006. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles through a combination of in-house and third-party investment managers.

Brenda Schafer is a Series 66-licensed financial advisor with Ameriprise in Brookfield, WI, and has 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Elizabeth Praeger is a financial advisor with Merrill in Milwaukee, WI, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She worked at Merrill from 2004 to 2017 and rejoined the firm in 2021, with additional experience at Speedway, Michael's, and as a self-employed consultant. Outside of her advisory role, she is an independent consultant for doTERRA and Mary Kay, involving product purchases and sales. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Mark Filla is a financial advisor with Ameriprise in Germantown, WI, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Services since 2016 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets in Ameriprise Managed Accounts.

Andreas Mears is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Wauwatosa, WI. His professional background includes roles at Kurz Industrial Solutions, Zenture Solution, and Wisconsin Lutheran College, among others. He has been with LPL Enterprise LLC since 2016. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by research, model portfolios, and third-party strategists.

Amanda Balistreri is a financial advisor at RBC Capital Markets with a Series 66 designation. She has prior experience at Brady Corporation and Trade Press Media Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Steven Craig is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools without providing individual security recommendations as part of standalone planning services.

Joseph Matrise is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, MPC Advisers, and Girard Securities. Matrise is also engaged as an agent for fixed insurance products through Midwest Planning Company LLC. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and a variety of investment options across discretionary and non-discretionary accounts.

Dianna Davis is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Robert W. Baird since 2010. Outside of her advisory role, she owns and operates Davis Jewelry Designs, a jewelry design and sales business. 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 consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and comprehensive financial planning.

Mark Kindler is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Robert Baird & Co. since 1993. Outside of his advisory role, he performs as a drummer in a rock band called Crazy Man's Basement. Mark is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a variety of strategies and managers, including traditional and non-traditional investments, along with municipal advisory and public finance services.

Charles Jessup is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. He has been with Robert W. Baird since 2018, with prior work experience at Miller's Liquor, Direct Supply, and Gordon Dining and Event Center. He is also currently a student. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.