Jerry Gold is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Associated Investment Services, BMO Harris Bank, LPL Financial, Johnson Financial Group, PNC Wealth Management, and Edward Jones. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory, and provides a range of brokerage and advisory solutions.

Matthew Krueger is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2014. He is based in Milwaukee, WI, and holds a Series 63 license. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment strategies and a combination of consulting, portfolio management, and brokerage services, including access to both traditional and non-traditional asset classes.

Ronald Salmon is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential and three years of industry experience. Prior to joining Baird, he worked at Uncle Bucks on 3rd Street and Brennan Law Office LLC. 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. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and municipal advisory services.

William Fieber is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities at Fidelity Investments including Investment Consultant (2023-2024), Fixed Income Specialist (2022-2023), and Investment Solutions Representative (2021-2022). He began his financial services career as a Client Service Associate at J.P. Morgan Securities from 2020 to 2021. In his current position, William focuses on developing comprehensive financial plans tailored to individual client needs. His approach encompasses risk management, tax-efficient investing, retirement income, and long-term financial goals, emphasizing ongoing collaboration and plan updates as clients progress through different life stages. Outside of his professional responsibilities, William has interests in cars, cooking and baking, gardening, hiking, music, and reading.

Lauren Crawford is a financial advisor at Osaic with four years of industry experience. She holds the Series 66 credential and previously worked at Woodbury Financial Services and MPC Advisers. Her background includes roles outside of finance, such as positions at Truck Toyz and Goodwill Industries. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Ryan Melby is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving senior executives, successful business owners, and wealthy families. He leads The Melby Group, a wealth advisory team that provides strategic and tactical advice across various aspects of wealth management, including transition and exit planning, retirement lifestyle continuation, legacy implementation, estate coordination, risk and debt management, tax minimization, and financial guidance. Mr. Melby graduated from the University of Wisconsin-Madison in 2003 with a Bachelor of Arts degree in political science. He started his financial advisory career at UBS before joining Merrill Lynch Wealth Management in 2009. Ryan holds the Certified Private Wealth Advisor (CPWA) designation obtained in 2012 and the Certified Exit Planning Advisor (CEPA) designation earned in 2021, along with the Personal Investment Advisor (PIA) designation. Outside of his professional work, Ryan is involved with several community organizations, including the Boys & Girls Clubs of Greater Milwaukee, Brookfield Bulldogs Youth Baseball Club, Brookfield East Jr. Spartans Youth Baseball Club, Elmbrook Little League Baseball, YMCA Sponsor-A-Scholar, and St. John Vianney Parish & Catholic School. His personal interests include baseball, basketball, bowling, football, golfing, music, soccer, spending time with family, traveling, and watching movies.

Michelle Casper is a financial advisor at Equitable Advisors in Milwaukee, WI, with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Northwestern Mutual Investment Management for 14 years before joining Equitable Advisors in 2017. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm offers a range of advisory services through a network of representatives, utilizing both proprietary and third-party investment programs.

Hailey Eller is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has previously worked at Charles Schwab & Co., Inc. and held multiple roles at AT&T Corporate. Outside of her advisory work, she is employed with Two Birds Event Group in Milwaukee, where she bartends part-time. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Dennis Johnson Jr. is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel since 2018, following six years at B.C. Ziegler and Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decisions.

Reginald Lockett is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc., Equitable Advisors, Rausch Sturm, LLP, and K-Force. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tracy Bieck is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Robert W. Baird since 2011. Outside of her advisory role, she co-owns rental properties with her husband, though she does not have active management responsibilities. Tracy is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with options ranging from traditional asset allocations to more complex strategies.

Susan Goffiney Walton is a financial advisor with RBC Capital Markets in Mequon, WI, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Michael Brown is a financial advisor at Robert Baird & Co. with 9 years of industry experience. He has been with Baird since 2015 and holds a Series 66 designation. 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 firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Travis Murphy is a financial advisor with LPL Financial in Saukville, Wisconsin, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones from 2013 to 2026 before joining LPL Financial in 2026. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

Kristin Guadagno is Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2010. She has over 30 years of experience in the financial industry, with prior roles including Vice President, Regional Planning Consultant from 2007 to 2010 and Investment Consultant from 1992 to 2006 at Fidelity Investments. Kristin's practice focuses on developing personalized strategies for retirement and tax-efficient investing, as well as reviewing estate planning considerations, income generation, and asset allocation. Her approach emphasizes understanding clients' priorities to co-create tailored financial plans. Kristin values client referrals as a key indicator of her service quality. Outside of her professional role, she enjoys family activities, horseback riding, scuba diving, traveling, and yoga.

Kyle Grossmeyer is a CFP® professional based in Milwaukee, WI, currently with LPL Financial. He has one year of experience at LPL Financial and previously worked at BMO Bank, City National Securities, City National Rochdale, and US Bank, accumulating a total of nine years in the industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a variety of operational and research tools.

Connor Day is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 designation and has worked at Baird since 2022. Prior to joining Baird, he was employed at ABC Supply Company Inc. and attended the University of Wisconsin-Madison. Connor is part of The DDK Group, a team within Baird’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, utilizing a range of strategies including separately managed accounts and tax-management overlays.

Vincent Ferreira is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets and US Bancorp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael La Chance is a CFP®-certified financial advisor with 12 years of industry experience, currently serving clients at Edward Jones since 2013. He co-owns a multi-advisor office in Grafton, WI, alongside two partners, and is involved in finalizing a rental lease agreement related to that office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kevin McCormick is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes nine years at BMO Harris Financial Advisors and long-standing roles with BMO Harris Bank and M&I-affiliated companies dating back to 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports its advisors with various proprietary and third-party investment strategies.