Donald Hayden is a financial advisor at LPL Financial with 44 years of industry experience. He holds a Series 63 designation and has worked with firms including Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and his own Hayden Financial. Hayden also maintains a non-variable insurance-related business activity at Hayden Financial. 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 network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

David Demore is a CFP® with 21 years of experience in the financial services industry. He is currently with OSAIC and has previous experience at Woodbury Financial Services, Sii Investments, and LPL Financial. Outside of his advisory role, he owns an online guitar and music equipment sales business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and various managed account solutions.

Meghan Dean is a CFA® charterholder with 21 years of industry experience, currently serving at Robert W. Baird & Co. since 2007. She holds a Series 66 license and is based in Milwaukee, WI. Outside of her advisory role, she serves on the investment committee for Divine Savior Holy Angels High School and is director and treasurer of the Sarah M. Hegarty Foundation, a memorial fund. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a variety of managed account strategies and internal research tools to support its advisory services.

Madeline Falkenberg is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at UMB Fund Services and Xiogenix, as well as involvement with the University of Wisconsin - Milwaukee and several local organizations. Robert Baird & Co. is a large institutional firm serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm employs a range of investment strategies and combines manager-traded and model-traded SMA approaches, supported by internal research and technology, including artificial intelligence, to provide advisory services.

Bradley Sanborn is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has been involved in restaurant operations and worked in financial planning under a DBA affiliated with LPL. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Dustin Hutter is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Robert Baird & Co. since 1999. 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 with tailored consulting and portfolio management services.

William Beauchene is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he served 25 years with the City of Milwaukee Police Department. He is also a Lieutenant Colonel in the United States Air Force Reserves, where he holds leadership roles including deputy mission support group commander and deputy branch chief. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Paul Lang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 1994. Outside of his financial career, Lang is a member of the blues/rock cover band Rum Line. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by related investment-management affiliates.

Graham Kent is a financial advisor at Osaic Wealth Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Great Point Capital, LLC, the University of Wisconsin-Whitewater, and Applied Industrial Technologies. Kent’s background includes roles in both financial services and academia. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform and emphasizes model-based asset allocation and portfolio optimization.

Sarah Daniels is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee for her mother’s trust and holds power of attorney for her mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversified investment principles to offer both brokerage and advisory solutions across a large platform.

Andrew Schmitz is a financial advisor at Robert Baird & Co. with a Series 66 credential and three years of industry experience. His prior roles include positions at Miller & Gay Investment Management and work as a full-time student at Temple University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement strategies tailored to client goals and risk tolerances.

Justin Heim is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he engages with clients through a collaborative planning process to provide guidance on financial decisions and help them gain clarity about their financial lives. Prior to joining Fidelity Investments, Justin worked as a Personal Banker at Wells Fargo from 2022 to 2023. His professional experience has centered around building client relationships and advising on financial matters.

Brian Trexell is a financial advisor with Robert W. Baird & Co. in Muskego, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Robert W. Baird & Co. since 1999. 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 provides customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Nicholas Pruhs is a financial advisor with Robert W. Baird & Co. in Wauwatosa, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group 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 strategies.

Ilija Potkonjak is a financial advisor at LPL Financial with 42 years of industry experience. He has held his current position at LPL Financial since 2009. Outside of his advisory work, he referees high school basketball games. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

David Bier is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1983, also working with Bank of America since 2011. He serves as a director of the Broom Tree Foundation, a charitable organization focused on acts of mercy, discipleship, and evangelism. Merrill, together 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Michaela Keefe is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked in various roles including at JPMorgan Chase Bank, Marquette University, and South Shore Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes access to broader derivatives and commodities capabilities.

Nicholas Dreyer is a financial advisor at Osaic Wealth Inc. with five years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and CC&N. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, Unified Managed Accounts, third-party manager programs, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and multiple custodial and legacy programs.

Kathleen Beronja is a financial advisor with Robert Baird & Co. in Franklin, WI, holding a Series 63 designation and over 33 years of industry experience. She has been with Robert Baird & Co. since 1985. Outside of her advisory role, she serves as a trustee on her family's accounts. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a variety of in-house and third-party managers to address client goals and risk tolerances.

Melinda Wacker is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She worked at B.C. Ziegler and Company from 2016 to 2018 before joining Stifel in 2018. Outside of her advisory role, she serves as a Notary Public in Wisconsin. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.