James Bitter is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He has been with Robert W. Baird since 2013 and holds a Series 66 designation. Outside of his advisory role, he is the head coach for the Whitefish Bay High School lacrosse team and owns North Shore Creative LLC. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations through customized financial planning and portfolio management strategies. The group offers a range of investment approaches, including traditional and non-traditional strategies, with services that include discretionary management, separately managed accounts, and tax-management overlays.

Brian Lewis is a financial advisor with Edward Jones in Greenfield, WI, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Grant Uitti is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Christopher Calvelli is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Robert Baird & Co. since 1999. Calvelli also serves as a co-trustee in a trustee role. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and custody and brokerage services, supported by ongoing manager selection and internal research including artificial intelligence.

Matthew Witkowski is a financial advisor with Thrivent Investment Management in Milwaukee, WI, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2011. Outside of his advisory role, Witkowski serves as a board member for Athletes Before Christ, coaches varsity basketball at Catholic Memorial High School, and is president of the Rolling Meadows of Vernon Homeowners Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option known as “WealthPlan.”

Susan Walton is a financial advisor with RBC Capital Markets in Brookfield, WI. She holds Series 63 and Series 65 designations and has 34 years of industry experience. She has worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Rochelle Wacker is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Elizabeth Weinkauf is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2015. Outside of her advisory role, she works as a yoga instructor on a part-time basis. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and overlays tailored to client goals and risk tolerances.

Dirk Robichaud is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside his advisory role, he serves as co-trustee for family trusts in Wisconsin and Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Thometz is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney and Morgan Stanley & Co Inc since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets, and utilizes structured planning tools and market modeling in its financial planning process.

Colton Whitaker is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he held roles at Miura Boiler, Boiler Technologies Unlimited, and Generac Power Systems, among others. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Don Dahlman is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 66 credentials. His career includes positions at BMO Harris Financial Advisors, BMO Harris Bank, and multiple M&I financial services firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Colin Dewey is a financial advisor with Edward Jones in Wauwatosa, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked in governmental roles, including positions with Senator David Craig and Governor Scott Walker, and served in the United States Navy Reserve from 2013 to 2019. Outside of finance, Dewey coaches group fitness classes at CrossFit Rohkeus and Badger CrossFit. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Dana Larsen is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Paul Purifoy Robertson is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and UMB Distribution Services, LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jennifer Steil Palma is a financial advisor with Wells Fargo Advisors in Waukesha, Wisconsin, holding a Series 66 designation and 19 years of industry experience. Her prior work includes five years at BMO Harris Bank and five years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2026. Outside of her advisory role, she is involved in retail wine and spirit sales as a sales team member at Total Wine and More. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a wide range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses its own research and planning tools to develop tailored recommendations delivered through client meetings and summary letters.

Dena Guthrie is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 66 licenses and having six years of industry experience. She has been with Robert W. Baird since 2018. Prior to that, she held various roles including positions at Port Washington High School, Baskin Robbins, and Concordia University Wisconsin. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services, tailoring strategies to client goals through both in-house and third-party managers and providing options from traditional allocations to more complex investment approaches.

Anthony Pecoraro is a financial advisor with LPL Financial, holding a ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. His career includes long-term affiliations with BMO Harris Financial Advisors, BMO Harris Bank, M&I Trust, M&I Insurance Services, and M&I Financial Advisors, in addition to his current role at LPL Financial. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Mueller is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of his advisory role, he is an owner and member of Sunflower Partners LLC, an investment property entity. 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 group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers across traditional and complex investment strategies.

Jose Freyre is a financial advisor with LPL Financial in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 2007 and operates under the DBA Monarch Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by extensive research and model portfolios.