Andrew Wulf is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Refinitiv and JP Morgan Securities LLC. Outside of finance, he has experience working at Zazzo's Pizza and Bar and served at Carroll University. 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 employs a range of portfolio management strategies and offers financial planning, manager selection, and tax-management services, supported by internal research and technology tools.

Glen Ringwall is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds a Series 63 designation and has been with UBS since 2012. Outside of his advisory work, he is the proprietor of a household goods and textiles business called Bald Guys R Sexy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm operates across multiple financial services including custody, underwriting, and market-making, integrating institutional capabilities with wealth management.

John Zielinski is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, Zielinski serves as an advocate for Wisconsin DECA in Milwaukee Public Schools, supporting leadership training and competitive opportunities for high school business students. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services using a variety of investment strategies and offers additional municipal advisory and public finance services.

Dominic Rice is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked at Woodbury Financial Services Inc., Girard Securities, Inc., and MPC Advisors, LLC. Rice is also involved in fixed insurance sales through Matrise Polzin and Co and MPC Insurance Services, LLC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.

Steven Indermuehle is a financial advisor with Morgan Stanley in Mequon, WI, holding a Series 66 credential and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is an owner of Red Diamond Foods, a food business based in Grafton, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and investment modeling.

Scott Anderson is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2000. Outside of his advisory role, Anderson serves as a Petty Officer 1st Class in the United States Navy Reserve and is involved in fundraising as a board member for Ducks Unlimited of Milwaukee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Paul Smith is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

James Bors is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2000. Outside of his advisory role, he serves as Treasurer for the Woodland Shores Homeowners' Association. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and other institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlays to meet client goals and risk tolerances.

Wade Ullsperger is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a prior role at Metlife Securities. Outside of advising, he is also involved in individual life and group health insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational programs using firm-approved analytical tools, with planning engagements structured as collaborative, ongoing relationships.

Judson Platz is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Robert W. Baird since 2006. He 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Michael Patterson is a financial advisor at Osaic with 34 years of industry experience. He has previously worked at Woodbury Financial Services Inc and Voya Financial Advisors, serving clients in various advisory capacities. Patterson has also been involved with St. Joseph Catholic Church as a Pastoral Council member. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party managers across a broad range of investment products.

Kyle Baus is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. Prior to his financial career, he served with the Milwaukee Police Department for 17 years. He currently works at Principal Securities Inc. and Principal Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative planning relationships and event-driven services such as divorce and estate-settlement planning.

Brian Neitzke is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2007. 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 tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Rick Napholz is a CFP® with 43 years of industry experience, currently advising at Ameriprise in Brookfield, WI. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Susan Thompson is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both non-discretionary and discretionary investment management options, including a distinctive range of insurance-related products and bank deposit sweep options.

David Berka is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc., Girard Securities, Inc., and MPC Advisors, LLC. He also serves as an agent with MPC Insurance Services, involved in the sale of life and long-term care insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

Dina Sofair is a financial advisor with Robert Baird & Co., holding a Series 66 designation and three years of industry experience. Prior to joining Baird, she was affiliated with Goizueta Business School and engaged in full-time education from 2015 to 2023. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies, along with internal research tools and ongoing manager oversight.

Laura Lamberg is a financial advisor with RBC Capital Markets in New Berlin, WI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of advisory work, she serves as a FINRA arbitrator. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Andrew Kastenholz is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Bmo Harris Financial Advisors, Inc. from 2015 to 2021. Since 2021, he has been with LPL Financial in Menomonee Falls, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Ashley Rose is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to her current role, she has held positions at Avantax Advisory Services and Avantax Investment Services Inc. She also operates Acc-u-Rite Tax Services, where she provides tax preparation, planning, and consultation. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.