David Kroeninger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies, as well as operating his own advisory business since 2000. In addition to advising, he is involved in tax preparation and accounting services. 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 third-party asset management, supported by a network of over 22,800 advisors.

Michelle Buestrin is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience and holds a Series 66 designation. She has been with Robert W. Baird since 2011. Outside of her advisory role, she owns and operates Open Books, a business creating and selling journals and sketchbooks online and at craft fairs. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, supported by ongoing manager selection and internal research.

Amy Ley is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services Inc, Girard Securities, Inc., and Matrise, Polzin & Company. In addition to her advisory role, she serves as a shareholder and board member of Midwest Planning Company and is involved in fixed insurance sales and health insurance agency activities. OSAIC Wealth provides a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a variety of managed portfolio programs delivered through a complex network of affiliated entities.

Elizabeth Lailer is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and totaling 26 years of industry experience. Her prior roles include positions at Johnson Wealth Inc, Robert W. Baird, and LPL Financial. She is based in Milwaukee, WI. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Angelo Gonzales is a financial advisor with LPL Financial in Brookfield, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at BMO Harris Bank and Wells Fargo Clearing, as well as Wells Fargo Bank, N.A. He is also a commissioned notary for the State of Nebraska. 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, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services platform.

David Lindberg is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior work includes positions at Citigroup Global Markets from 1993 to 2009 and extensive tenure at Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009. He serves on the board of BIOLOGIQ, Inc., a company specializing in the development and manufacture of biodegradable plastics. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and investment committee resources.

Joshua Traudt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Stifel from 2018 to 2026 and B.C. Ziegler and Company from 2014 to 2018. 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, with advice delivered through investment adviser representatives who utilize a range of discretionary and non-discretionary strategies.

Laura Gilbert is a Series 66 licensed financial advisor at Robert W. Baird & Co. with five years of industry experience. She has been with Baird since 2021 and previously worked in educational roles including positions at Line Range Preschool and Menomonee Falls School District. Laura is part of The DDK Group, a team within Robert W. 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 advisory services including financial planning, portfolio management, and separately managed account programs, utilizing ongoing manager selection and internal research tools.

Alec Lothert is a financial advisor with Edward Jones in Cedarburg, WI, holding a Series 63 designation and bringing 20 years of industry experience. He has been with Edward Jones since 2006. 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, offers a range of advisory strategies including discretionary and non-discretionary wrap fees, and provides affiliated mutual funds, tax-efficient services, and securities-based lending options.

Jerry Faust is a financial advisor with Edward Jones in Grafton, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2003 and has longstanding involvement with the YMCA West Suburban and the Wisconsin Interscholastic Athletic Association. Outside of advising, Faust is involved in managing family-related real estate entities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including both discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Seth Paradowski is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds the Series 66 designation and has been with Baird since 2019. Prior to joining Baird, he worked at U.S. Bank, Baker Tilly Search & Staffing, Dick's Sporting Goods, and the University of Wisconsin-Whitewater. Outside of his advisory role, he volunteers as a youth athletic coach at Prospect Training Academy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

John Trepanier is a CFP® professional with 10 years of industry experience, currently affiliated with MassMutual Investors Services in Milwaukee, WI. His prior roles include positions at Cambridge Investment Research, Prudence Harker, and AXA Advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning supported by firm-approved analytical tools.

Robert Filetti is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Robert Baird since 2012. 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 consulting and portfolio services, including discretionary and non-discretionary management, using a mix of in-house and third-party strategies across traditional and alternative asset classes.

Ashley Strickland is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, leveraging manager selection, internal research, and a combination of manager-traded and model-traded strategies.

Jessica Vecitis is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and three years of industry experience. She previously worked at Dunham Trust Company and Dunham & Associates Investment Counsel for two years and spent seven years at the University of Kentucky. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, providing a range of investment strategies from traditional to non-traditional approaches.

Zachery West is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Fisher Investments and Northwestern Mutual, with a career spanning advisory and investment services roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advisory approaches.

Gary Barutzke is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Baird in 2025, he worked for Allspring Global Investments, Inc. for 21 years. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and strategic partnerships.

Matthew Sternkopf is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Cetera Advisor Networks for four years before joining LPL Financial in 2018. Sternkopf also has a non-variable insurance business complementary to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive investment tools and a large network of advisors.

Ryan Lundeen is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Robert W. Baird & Co. and has previously worked at Ellenbecker Investment Group, Annex Wealth Management, and JPMorgan Chase. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research tools.

Eric Sobczak is a financial advisor with Robert W. Baird & Co. in Brookfield, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Robert W. Baird & Co. since 2006. 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 offers financial planning, portfolio management, and consulting services, implementing tailored investment strategies through a combination of in-house and third-party managers.