William Schweitzer is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has worked at Fortis Investors, Inc. and Penn Mutual Life since 1992. Schweitzer serves as a board member for Friends for Health in Haiti and provides tax preparation services through WJS Wealth Management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

John Roesner Jr. is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Robert Baird since 2006. Robert Baird’s DDK Group, where Roesner works, serves a range of clients including individuals, corporate entities, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, internal research, and technology including artificial intelligence in its advisory process.

Soumya Venkataraman is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding the Series 66 designation with two years of industry experience. Prior to joining Baird in 2023, Venkataraman worked at Northwestern Mutual. Venkataraman is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kayla Hollenbeck is a financial advisor at Robert Baird & Co. with six years of industry experience. She has worked at Baird since 2019 and previously spent eight years at Continental Properties. Kayla holds the Series 66 designation. She 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 other institutional clients with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Timothy Wojs is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 19 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2005. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and comprehensive financial planning.

Erik Dahlberg is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 38 years of industry experience. He has been with Robert Baird & Co. since 1987. Outside of his advisory role, he is the owner of a family farm operated as an LLC. 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jaedon Abraham is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Choreo, Ecowash Pressure Washing, and Jimmy Johns. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering 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, utilizing LPL-sponsored programs and a variety of endorsed third-party management platforms.

Gerald Schuelke is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include extensive tenure at Northwestern Mutual from 1991 to 2019 and work with LPL Financial and Freedom Wealth Alliance between 2019 and 2026. He also provides investment advisory services through Intrua Financial, an independent investment advisor firm he established in 2023. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning, asset allocation, and tax-aware withdrawal strategies. The firm uses proprietary research and third-party tools to develop non-discretionary recommendations within a defined investment universe influenced by its affiliated products and relationships.

James Magliocco is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities LLC before joining Ameriprise in 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team that collaborates with advisors to provide written recommendation reports and ongoing guidance.

Kyle Erickson is a financial advisor with Edward Jones in South Milwaukee, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Revolution PR and has been involved with several other businesses, including Meter Music, LLC and Cascade Built LLC. Outside of advising, he teaches virtual trumpet lessons. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Marc Messinger is a financial advisor with Edward Jones in Hales Corners, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. In addition to his advisory work, he volunteers as a grief counselor and speaker, managing a website that provides resources for those coping with loss and caregiving in Southeastern Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Christine Sterr is a financial advisor with Robert W. Baird & Co. in Greenfield, WI, holding a Series 63 designation and 36 years of industry experience. She has been with Robert W. Baird & Co. since 2001. She 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 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.

Margaret Smith is a financial advisor with Morgan Stanley in Milwaukee, WI, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and Saint John's On The Lake. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Christopher Reed is a financial advisor with OSAIC in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Sagepoint Financial, Inc., Mass Mutual Investors Services, and Metlife Securities, Inc. Outside of his advisory role, he coordinates youth baseball activities with the Oak Creek Little League. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and advisory services. The firm employs various portfolio construction tools and offers access to multiple investment platforms and third-party managers.

Robert Blair is a Certified Financial Planner (CFP®) with over 33 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 1989. Based in Milwaukee, WI, Mr. Blair holds Series 65 and Series 63 licenses. 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 an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies.

Mark Thompson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses and is based in Brookfield, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services through a nationwide network of more than 23,700 financial advisors.

Carl Schemm is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. Prior to joining Baird, he worked at KeyBanc Capital Markets Inc., Longbow Research, and the State of Wisconsin Investment Board. The DDK Group at Robert W. Baird & Co. operates within the firm's Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and technology tools.

Joshua Baade is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and Scottrade, Inc. He is based in Brookfield, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and comprehensive due diligence on alternative investments.

Amy Walters is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, she spent 11 years as a homemaker. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Timothy Magner is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at firms including BMO Harris Bank, UW Credit Union, Mass Mutual Investors Services, Bank of America, and Merrill. He is also a commissioned notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.