Allen Dearing is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Grove Point Investments, Elmbrook Associates, Annex Wealth Management, H. Beck, and Waterstone Financial Group. Dearing is also affiliated with Elmbrook Associates, which operates as a DBA for his LPL business. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non‑advisory financial product offering.

Alejandro Sanchez is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill Lynch Private Wealth and Extreme Reach, and his background includes roles outside finance such as involvement with a soccer club and a health and fitness startup. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Brian Roell is a financial advisor with Mass Mutual Investors Services in Milwaukee, WI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. Outside of his advisory role, Roell serves as a trustee for two family trusts and is involved with Roell Capital Management LLC in the sale of individual life and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring financial planning as annual, collaborative engagements that emphasize written recommendations and goal-based analysis.

Andrew Due is a financial advisor with LPL Financial in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Educators Credit Union for six years, The Walt Disney Company for one year, and the University of Wisconsin - Parkside for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

John O'Neil is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and CIBC Bank USA. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of advisers.

Chad Durfey is a financial advisor with Ameriprise in Mount Pleasant, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory work, he serves as a member of the Finance Ministry Team for Grace Church, where he reviews and votes on the budget, liabilities, and project spending. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Corbin Weyer is a CFA® charterholder with 16 years of industry experience, all spent at Robert W. Baird & Co. He is based in Milwaukee, WI, and holds a Series 63 license. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of SMA strategies, tax-management tools, and proprietary research including artificial intelligence in client advice.

Patrick Modjeski is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, Sii, MSI Financial Services, Guardian Life, and Equitable Advisors. Modjeski also serves as an independent contractor and agent involved in insurance services through VANTAGEPOINTE FINANCIAL GROUP. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party solutions to construct portfolios and manages accounts on both discretionary and non-discretionary bases.

Ian Albin is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He joined Baird in 2025 and has prior work experience in hospitality and retail management, including roles at Kilroys Sports Bar and Gold Casters Jewelry Store. Outside of finance, his background includes several years at Rolling Hills Country Club and Showplace Family Entertainment. Ian is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with ongoing home-office research support.

Paula Dowling is a financial advisor at RBC Capital Markets with 36 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Merrill and U.S. Bancorp Investments, Inc. Outside of finance, she performs singing engagements for weddings, funerals, masses, and theater, and serves as an election judge with the Rockford Board of Elections. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies executed through a range of in-house and third-party managers.

William Schweitzer is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He has worked with Fortis Investors, Inc. and Penn Mutual Life since 1992. Schweitzer serves as a board member for Friends for Health in Haiti and provides tax preparation services through his business, WJS Wealth Management. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by proprietary tools and third-party platforms.

John Roesner Jr. is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Robert Baird since 2006. Robert Baird’s DDK Group, where Roesner works, serves a range of clients including individuals, corporate entities, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, internal research, and technology including artificial intelligence in its advisory process.

Soumya Venkataraman is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding the Series 66 designation with two years of industry experience. Prior to joining Baird in 2023, Venkataraman worked at Northwestern Mutual. Venkataraman 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 a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kayla Hollenbeck is a financial advisor at Robert Baird & Co. with six years of industry experience. She has worked at Baird since 2019 and previously spent eight years at Continental Properties. Kayla holds the Series 66 designation. She 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 other institutional clients with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Timothy Wojs is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Robert W. Baird since 2005. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporations, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and tools with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Erik Dahlberg is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 38 years of industry experience. He has been with Robert Baird & Co. since 1987. Outside of his advisory role, he is the owner of a family farm operated as an LLC. 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 provides tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jaedon Abraham is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and with one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Choreo and Ecowash Pressure Washing. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and utilizes a combination of proprietary and third-party advisory programs.

Gerald Schuelke is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include extensive tenure at Northwestern Mutual from 1991 to 2019 and work with LPL Financial and Freedom Wealth Alliance between 2019 and 2026. He also provides investment advisory services through Intrua Financial, an independent investment advisor firm he established in 2023. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning, asset allocation, and tax-aware withdrawal strategies. The firm uses proprietary research and third-party tools to develop non-discretionary recommendations within a defined investment universe influenced by its affiliated products and relationships.

Kyle Erickson is a financial advisor with Edward Jones in South Milwaukee, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Revolution PR and has been involved with several other businesses, including Meter Music, LLC and Cascade Built LLC. Outside of advising, he teaches virtual trumpet lessons. 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 and investment strategies through a large nationwide network of financial advisors and branch offices.

Marc Messinger is a financial advisor with Edward Jones in Hales Corners, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. In addition to his advisory work, he volunteers as a grief counselor and speaker, managing a website that provides resources for those coping with loss and caregiving in Southeastern Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.