Nina Kirk is a financial advisor with Charles Schwab in Mequon, WI, holding a Series 66 credential and six years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2014, with additional experience at Hub Madison and the University of Wisconsin. 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. The firm provides a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Easton Meckl is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Bryan Jansen - Thrivent Financial. Outside of finance, he has experience working at the Oconomowoc Golf Club for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Thomas Chappelle is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he works as a yoga instructor at Healium Hot Yoga Studio in Milwaukee, teaching occasional classes. Ameriprise offers comprehensive retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Matthew Garrity is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2024. His previous work experience includes roles at Direct Supply, GNC, DoorDash, Sendiks Food Market, and the University of Minnesota-Duluth. 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 customized financial planning and portfolio management services using a range of strategies and manager options, as well as municipal advisory and public finance services.

Theodore Linn is a financial advisor at Robert Baird & Co. with five years of industry experience. Prior to joining Baird in 2021, he served eight years in the United States Marine Corps. Outside of his advisory role, he is a co-founder of Locaris, a resident referral business. He works within The DDK Group at Baird, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Joshua Satzer is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of his advisory work, he serves as a public address announcer for Sun Prairie sports teams. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with the sale of other financial products.

Derick Klug is a financial advisor with Osaic Wealth, Inc. based in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at SagePoint Financial, Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. He is also president of High Point Capital Group, Inc., a strategic platform focused on recruiting and advisor management. Osaic Wealth, Inc. serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment vehicles, supporting both discretionary and non-discretionary account management.

Christopher Merker is a financial advisor with Robert W. Baird & Co., Incorporated, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, Merker teaches "Business Basics for Lawyers" at Marquette University Law School and consults for Timberwolf Technologies, a media and financial technology company. He is also an author published by Palgrave-Macmillan and serves on the board of Water + Energy Forward, Inc., where he participates in the Investment Finance Committee. Merker is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and overlay services to meet client goals and risk tolerances.

Michael Parker Sr. is a financial advisor with Primerica Advisors in Menomonee Falls, WI, holding Series 63 and 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1989. Outside of his advisory role, he owns MAP & Associates, LLC, which he formed to support Primerica business activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Dean Strom is a financial advisor with LPL Financial based in Elm Grove, WI, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and Grove Point Investments. He also served in the Muskego-Norway School District for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Re Ann Holmes is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2001, accumulating 24 years of industry experience. She also serves as adjunct faculty at Carroll College, teaching part-time outside of trading hours. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Christopher Langjahr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked at JPMORGAN Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hunter Maslowski is a financial advisor at OSAIC with one year of industry experience and holds the Series 66 designation. Prior to joining OSAIC Wealth Inc., he was with MPC Advisers, LLC and has academic experience at the University of Wisconsin - Madison. Outside of his advisory roles, he worked at Hidden Glen Golf Club for six years. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to construct diversified portfolios across different asset classes.

Michelle Kuokkanen is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in real estate ownership, including multi-family and single-family properties. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis with a range of advisory, brokerage, and insurance solutions.

Douglas Artus is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he serves as the board president of the Harborfront Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Stephanie Ray Kuczynski is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. She holds a Series 66 designation and has been associated with Robert W. Baird & Co. since 1999. Additionally, she serves as an elected official on the St. Francis School District Board. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.

Apexaben Shah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Wells Fargo in 2021, Shah worked at J.P. Morgan Securities and JP Morgan Chase Bank. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ryan Eiche is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Northwestern Mutual, Under Armour, and multiple fitness-related businesses. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Richard Nelson is a CFP®-designated financial advisor at Cetera with 34 years of industry experience. He has worked with Cetera and its related entities since 2004 and maintains a separate tax and accounting practice dating back to 1973. Outside of his advisory and tax work, he supervises a timber farm and serves as commander of the American Legion Post 410 in Fredonia, WI. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures and custodial relationships.

Daniel Laubusch is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1998. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which 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, employing both traditional and non-traditional investment strategies.