Joel Merritt is a CFP® professional with 12 years of experience in the financial services industry. He is affiliated with Raymond James Financial Services Advisors, Inc. and serves as president of Merritt Wealth & Retirement Advisors, Inc., a firm he owns. Merritt also provides support to a branch manager at Raymond James as part of Mark Kelly LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm utilizes tailored planning and analytical tools to address client goals and supports municipal and public finance work through unique affiliations among large institutional advisors.

Keith Van Vreede is a financial advisor with Wells Fargo Clearing in Waukesha, WI. He holds a Series 66 designation and has 16 years of industry experience, including over 10 years with Wells Fargo. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Yingling is a financial advisor at Osaic with three years of industry experience. He holds Series 63 and Series 66 designations and has previously been associated with Kutschenreuter Financial Services Inc, where he also operates as an insurance broker specializing in personal and commercial lines of property and casualty insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services, employing various asset allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Keith Dickerson is a CFA® charterholder with 15 years of industry experience. He is currently with Robert W. Baird & Co. Incorporated and has previously worked at the City of Milwaukee Employes' Retirement System, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Allspring Funds Management, LLC. He 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 broad range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and tools such as artificial intelligence.

Nathan Metcalf is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Allspring Funds Management, LLC from 2007 to 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Geofrey Banda is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a rental property in Milwaukee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-assets.

Jess Henrickson is a Series 66-registered advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2008. He has 17 years of industry experience. Henrickson serves as a board member and Endowment Chair for Congregation Shalom. He is part of The DDK Group within Robert W. Baird’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 and managers.

Nathanael Bier is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized financial strategies tailored to individual client goals. He is a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor who has been assisting individuals and families with their financial planning needs since 2015. Nathanael focuses on a range of client areas including retirement income, tax minimization, college education planning, divorce transition planning, legacy planning, liquidity management, portfolio management, and socially responsible investing. Nathanael leads the Bier Wealth Management Group, which coordinates financial affairs for families, retirees, corporate executives, business owners, and non-profit organizations primarily in the Milwaukee area and beyond. His team emphasizes client education to help simplify and clarify financial decision-making while regularly reviewing and updating strategies to meet evolving goals. Nathanael holds a bachelor's degree from the University of Minnesota System. Outside of his professional role, Nathanael enjoys camping, cooking, football, photography, reading, spending time with family, and watching movies. He seeks to develop one-on-one relationships with clients to deliver customized financial plans that provide confidence and clarity in pursuing long-term objectives.

Jeffrey Eichel is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. His prior experience includes roles at Northshore Bank and Cetera Investment Services LLC beginning in 2005. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management, financial planning, and retirement services through a multi-manager platform with a range of discretionary and non-discretionary program options.

Matthew Gill is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at Bank One and JPMorgan Chase Bank, N.A. Outside of his advisory role, he serves as an assistant varsity baseball coach at Waukesha North High School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a non-discretionary approach that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Deanne Soetenga is a CFP® with 23 years of industry experience, currently serving at Robert W. Baird & Co. since 2004. She holds Series 63 and Series 66 licenses and is based in Waukesha, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The firm offers customized financial planning and portfolio management services, employing a range of strategies from traditional allocations to complex alternatives, and provides municipal advisory and public finance services alongside its investment management capabilities.

Wendy Wallace is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career with Merrill in 1992 and has focused her professional efforts on areas such as Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Women and Wealth, and Retirement Income. Wendy holds a Bachelor of Science degree in Mathematics from the University of Wisconsin-Milwaukee. She is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, she holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Residing in Shorewood, Wisconsin, Wendy is involved in her community through organizations including Habitat for Humanity, Impact 100 Greater Milwaukee, Kinship Community Food Center, and Secure Futures. She enjoys swimming, yoga, hiking, biking, and traveling.

Domingo Bastardo is a financial advisor with Primerica Advisors in Milwaukee, WI, holding Series 63 and Series 65 credentials and four years of industry experience. He has been with Primerica Advisors since 2021 and Primerica Financial Services since 2012. Outside of advising, he owns an independent tax business, Ismael's Services, LLC, and is a registered notary public in Wisconsin. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and uses a tiered percentage-based fee model distinct from fixed-fee billing options.

Robert Larkin is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, he was employed at Poplar Healthcare from 2015 to 2019. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Klinzing is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at BMO Harris Financial Advisors and Edward Jones. Klinzing operates in Brookfield, Wisconsin. 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 and access to third-party asset management, supported by a large network of advisors and various institutional platforms.

David Koning is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird since 2002. Outside of his advisory role, he serves on the finance committee of Brookfield Christian School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and advisory services.

Jeanna Woods is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She has held roles at Robert W. Baird since 2016 and previously worked at MSI Financial Services, Inc. for 10 years. Woods holds the Series 66 designation and operates out of Milwaukee, WI. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services supported by ongoing manager monitoring, internal research, and tools including artificial intelligence.

Heidi Schilling is a financial advisor at RBC Capital Markets based in Brookfield, WI, holding a Series 66 designation with one year of industry experience. She has been with RBC Capital Markets since 2006. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles through a combination of in-house and third-party investment managers.

Brenda Schafer is a Series 66-licensed financial advisor with Ameriprise in Brookfield, WI, and has 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Elizabeth Praeger is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Speedway, Michael's, and as a self-employed consultant. Outside of her advisory role, she is involved as an independent contractor consultant with doTERRA and Mary Kay, where she buys and sells products. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.