Mark Sexton is a financial advisor with Ameriprise in Hartland, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations, supported by algorithmic tools and oversight committees.

Matthew Krueger is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2014. He is based in Milwaukee, WI, and holds a Series 63 license. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment strategies and a combination of consulting, portfolio management, and brokerage services, including access to both traditional and non-traditional asset classes.

Ronald Salmon is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential and three years of industry experience. Prior to joining Baird, he worked at Uncle Bucks on 3rd Street and Brennan Law Office LLC. 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 through separately managed accounts, and municipal advisory services.

William Fieber is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities at Fidelity Investments including Investment Consultant (2023-2024), Fixed Income Specialist (2022-2023), and Investment Solutions Representative (2021-2022). He began his financial services career as a Client Service Associate at J.P. Morgan Securities from 2020 to 2021. In his current position, William focuses on developing comprehensive financial plans tailored to individual client needs. His approach encompasses risk management, tax-efficient investing, retirement income, and long-term financial goals, emphasizing ongoing collaboration and plan updates as clients progress through different life stages. Outside of his professional responsibilities, William has interests in cars, cooking and baking, gardening, hiking, music, and reading.

Lauren Crawford is a Series 66-credentialed financial advisor with four years of industry experience. She has worked at OSAIC since 2024 and previously held roles at Woodbury Financial Services and MPC Advisers. Outside of advising, she has experience in the retail and service sectors, including positions at Truck Toyz and 1-800 Got Junk?. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of financial advisers, employing asset-allocation tools, risk-tolerance questionnaires, and diversified portfolio management strategies that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ryan Melby is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving senior executives, successful business owners, and wealthy families. He leads The Melby Group, a wealth advisory team that provides strategic and tactical advice across various aspects of wealth management, including transition and exit planning, retirement lifestyle continuation, legacy implementation, estate coordination, risk and debt management, tax minimization, and financial guidance. Mr. Melby graduated from the University of Wisconsin-Madison in 2003 with a Bachelor of Arts degree in political science. He started his financial advisory career at UBS before joining Merrill Lynch Wealth Management in 2009. Ryan holds the Certified Private Wealth Advisor (CPWA) designation obtained in 2012 and the Certified Exit Planning Advisor (CEPA) designation earned in 2021, along with the Personal Investment Advisor (PIA) designation. Outside of his professional work, Ryan is involved with several community organizations, including the Boys & Girls Clubs of Greater Milwaukee, Brookfield Bulldogs Youth Baseball Club, Brookfield East Jr. Spartans Youth Baseball Club, Elmbrook Little League Baseball, YMCA Sponsor-A-Scholar, and St. John Vianney Parish & Catholic School. His personal interests include baseball, basketball, bowling, football, golfing, music, soccer, spending time with family, traveling, and watching movies.

Michelle Casper is a financial advisor with Equitable Advisors in West Allis, WI, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked at Equitable and its predecessor firms since 2017 and previously spent 14 years with Northwestern Mutual Investment Management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Hailey Eller is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has previously worked at Charles Schwab & Co., Inc. and held multiple roles at AT&T Corporate. Outside of her advisory work, she is employed with Two Birds Event Group in Milwaukee, where she bartends part-time. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Tracy Bieck is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Robert W. Baird since 2011. Outside of her advisory role, she co-owns rental properties with her husband, though she does not have active management responsibilities. Tracy is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with options ranging from traditional asset allocations to more complex strategies.

Bradley Baldridge is a CFP® professional with 32 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2011. He has conducted college funding counseling and planning through several ventures, including ownership of Greater Milwaukee College Workshop and Baldridge College Solutions. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers tailored investment strategies via multiple platform arrangements, combining proprietary models and access to unaffiliated strategists.

Samuel Zabkowicz is a financial advisor with LPL Enterprise, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Drake & Associates, and U.S. Bancorp Investments. He is also involved in servicing and selling individual health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to Model Wealth Portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Joseph Steffes is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services through its comprehensive platform.

Michael Brown is a financial advisor at Robert Baird & Co. with 9 years of industry experience. He has been with Baird since 2015 and holds a Series 66 designation. 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 firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kyle Grossmeyer is a CFP® professional with one year of experience currently affiliated with LPL Financial in Milwaukee, WI. He has prior experience at BMO Bank, City National Securities, City National Rochdale, and US Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Vincent Ferreira is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets and US Bancorp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Megan Wangerin is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Her prior experience includes roles at Fidelity Investments and involvement with the Wisconsin State Legislature. She has also worked in political and canvassing organizations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Jacob Harmann is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including MGA Wealth Management, Avantax Investment Services, and Cetera Wealth Services. Outside of advising, he serves as a substitute custodian at Union Grove Elementary School in Wisconsin. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to third-party money managers, model portfolios, and various program options.

Sofia Hernandez is a financial advisor at J.P. Morgan Securities in Milwaukee, WI, holding a Series 66 designation. She joined the firm in 2026 and has prior experience working in various roles including positions at JPMorgan Chase Bank, Marquette University, and several other organizations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend eligible investment strategies.

Zoe David is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2025. Outside of her advisory role, Zoe has a background that includes involvement with the North Shore Dance Studio and self-employment. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers services on a non-discretionary basis and applies an ESG eligibility framework in its investment recommendations.

Charlotte Bouche is a CFP® professional with 29 years of experience in the financial industry. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. Outside of her advisory role, she works as a freelance pianist, organist, accompanist, and composer/arranger. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.