Aaron Koykkari is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 10 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at firms including Ameriprise, Edward Jones, and BMO Harris Financial Advisors. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and tax-management techniques.

Derek Winn is a CFA® charterholder with 25 years of industry experience. He is currently with OSAIC and previously worked at Woodbury Financial Services, Inc., Girard Securities, Inc., and MPC Advisers, LLC. He serves as a board member of Midwest Planning Company LLC, a service entity supporting financial advisers. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers and platforms. The firm offers a range of brokerage and advisory services with portfolio construction tools and multiple investment options, managing accounts on discretionary or non-discretionary bases.

Ryan Bromberg is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Robert W. Baird & Co. since 2024. Outside of his advisory role, he was involved with The Animal House of La Crosse from 2022 to 2025. 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 charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals.

Lauren Ven Housen is a financial advisor at Edward Jones in Greenfield, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she held positions at Balestrieri Environmental & Development, Inc., Ignition Dealer Services, and Kunes Auto Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julie Peterson is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 66 designations and has 32 years of industry experience, including 10 years at Charles Schwab. 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 offers a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Jack Smidel is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 credential and one year of industry experience. Prior to his advisory role, he worked as a service manager at Chipotle Mexican Grill. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

William Strey is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at General Finishes for six years. Outside of his advisory role, he serves as treasurer for the Twin Lakes Chamber of Business Association and its foundation, presents community seminars at Wilmot High School, and acts as an administrator or trustee for estates and trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Michael Driscoll is a financial advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His career includes roles at HUB International Investment Services, Global Retirement Partners, LLC, and Sheridan Road Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Caleb Keshemberg is a financial advisor at Stifel with eight years of industry experience. He previously worked at B.C. Ziegler and Company and was self-employed before joining Stifel. Outside of his financial advisory work, Caleb provides private basketball lessons and coaching. Stifel serves a diverse client base, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jacob Reinhart is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at AXA Advisors, LLC. Reinhart serves as a board member of the Holy Apostles Church Investment Advisory Board and is involved in sales for National Guardian Life’s burial and funeral trust products. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and asset management access through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model that integrates advisory and brokerage services.

Zachary Woolever is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Robert Baird & Co. since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Maria Suchomski is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has prior work experience at the Women’s Care Center of Milwaukee and Ave Maria University. Outside of her advisory role, she is a respite care provider through iLIFE in Milwaukee. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, employing both manager-traded and model-traded strategies along with tax management and direct indexing.

Daniel Klysh is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Polo Ralph Lauren and New Home Star. Klysh attended the University of Iowa as a full-time student from 2020 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Shea Mc Creight is a financial advisor at Robert Baird & Co. with six years of industry experience. He has been with Baird since 2018 and previously worked at The BonTon Stores Inc. for 18 years. Outside of his advisory role, he is employed at Live Nation Entertainment’s Alpine Valley Music Theatre on a part-time basis. 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 through a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Michael Glaisner is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2005. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays, employing both traditional and complex investment strategies.

Anton Andriushchenko is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Truist. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kendeicia Stephenson is an advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, nA. 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 utilizes research and analytics to support its investment approach.

Katie Orvis is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2008, accumulating 18 years of industry experience. She is based in Muskego, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Linda Cowan is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Colin Juenger is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Halquist Stone for four years and Accurate Pattern for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, educational seminars, and recently added a standalone Divorce Planning offering.