Brian Sandblom is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He worked at Pruco Securities, LLC from 1989 to 2024 before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm’s investment implementation is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Sean Stockman is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services and Primerica Advisors. Outside of his advisory work, he was involved with Corner Street Communications, LLC from 2020 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Dziubek is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Stifel, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Crystal Sdano is a financial advisor at Osaic with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Cetera Advisor Network. Sdano is CEO and financial advisor at Dream Plan Enjoy LLC, where she provides financial planning and investment review services. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various strategies and third-party manager selections.

Maria Mc Dermott is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 63 designation and bringing 24 years of industry experience. She has worked at Robert W. Baird & Co. since 2006. She 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 offers customized consulting and portfolio services, including financial planning and discretionary management, and implements strategies using both in-house and third-party managers across a range of traditional and non-traditional asset classes.

Connor Wiesner is a financial advisor at Wells Fargo Clearing in Milwaukee, WI, holding the CFP®, CFA®, and ChFC® designations with nine years of industry experience. His prior roles include positions at Principal Life Insurance Company, U.S. Bancorp Investments, and Lincoln Financial Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Alison Couch is a financial advisor with Robert Baird & Co. in Milwaukee, WI. She holds a Series 65 designation and has six years of industry experience, including prior roles at Heck Capital Advisors, LLC and Aflac. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, using a blend of manager-traded and model-traded strategies supported by internal research and technology.

Thomas Niswonger is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has been with Baird since 2019. Prior to his current role, he worked at Rexnord Power Transmission from 2017 to 2019. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning, consulting, and portfolio management services, utilizing a mix of manager-traded and model-traded strategies along with overlay management and tax-management capabilities.

David Kelnhofer is a financial advisor at Robert W. Baird & Co. with 7 years of industry experience and holds a Series 66 designation. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as a board member for Pewaukee Parks & Recreation and is involved in marketing survey work. 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 offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

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 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a public address announcer for Sun Prairie Area School District sports teams. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Joseph Bennett is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has seven years of industry experience. His background includes prior roles at Nicolet National Bank and Nicolet Advisory Service, as well as earlier tenure at Charles Schwab & Co., Inc. Bennett has also worked in a non-advisory role at Grand Canyon University. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Derick Klug is a financial advisor with Osaic Wealth in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior roles include positions at SagePoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and Metropolitan Life Insurance Company. He is also president of High Point Capital Group, Inc., a strategic planning and advisor management firm. Osaic Wealth serves a diverse client base including retail and institutional investors with a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and access to various investment programs. The firm emphasizes model-based asset allocation and portfolio optimization and is noted for its scale, affiliate network, and integration of multiple service lines.

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 Germantown, WI, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has been with Primerica Advisors since 1994 and affiliated with Primerica Financial Services since 1989. Outside of his advisory role, he owns MAP & Associates, LLC, an investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through established custodians.

Dean Strom is a financial advisor with LPL Financial, holding a Series 63 credential and over 26 years of industry experience. His prior roles include positions at Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and Waterstone Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing technology and a broad network of advisors to support investment strategies.