Mark Filla is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2016, following seven years at Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Andreas Mears is affiliated with LPL Enterprise and holds a Series 66 designation. He has experience working at Kurz Industrial Solutions and Zenture Solution, and has been associated with Wisconsin Lutheran College. Andreas has also held a role at Pullmans Restaurant and has been with LPL Enterprise LLC since 2016. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and various institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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.

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 with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

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.

Brooklyn Levenhagen is a financial advisor with Robert W. Baird & Co. and holds the Series 66 designation. Brooklyn joined Baird in 2024 and has prior experience working at Walgreens and in educational roles. Brooklyn is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations using a range of financial planning, portfolio management, and advisory services.

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 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2009, including the Private Bank since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Colton Whitaker is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors in 2022, he held various roles including positions at Miura Boiler and Generac Power Systems. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to advisory models or discretionary managers, with a significant reliance on third-party program sponsors and TAMPs.