Frank Wilson is a financial advisor with Robert W. Baird & Co. in Whitefish Bay, WI, holding a Series 66 designation and over 20 years of industry experience. He has been with Robert W. Baird & Co. since 2003. 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, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Brianna Hoskins is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 license and has previously worked at Taylors, Connected Technology Solutions, Explorium Brewpub, and UW-Milwaukee. Outside of her advisory role, Hoskins works as a sales representative for U.S. Lawshield, providing legal defense insurance related to self-defense in the greater Milwaukee area. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services.

Nolan Ott is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has held roles at Rush River Wealth Management and Cetera Wealth Services, LLC since 2025 and operates Ott Holdings dba Rush River Tax Navigation. Before entering the financial sector, he worked at CentroMotion and Johnson Controls. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management programs, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

Joel Leibengood is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cetera in Milwaukee, WI. His prior roles include positions at Purdue University and various organizations in education and community sports. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment strategies through a large nationwide network of independent advisors.

Paul Nowak is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 designation and has worked at firms including Ameriprise Financial Services, Annex Wealth Management, and Waterstone Financial Group. He is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Liam O Callaghan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, he serves as a general board member for Summit Players Theater, a nonprofit organization that provides free Shakespeare performances in Wisconsin state parks. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across topics such as retirement, income tax, and estate planning. The firm allows clients to combine planning with managed-account programs while keeping those services separate.

Kenneth Schimpf III is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Stifel. Outside of his advisory work, he serves on the Board of Directors for the Wisconsin Basketball Officials Association and works as an independent contractor assigning officials to sporting events. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing annual advice focused on steady income sources and tax-aware withdrawal strategies, with investment recommendations supported by internal research and third-party data.

Mary Levar is a financial advisor at Robert W. Baird & Co. in Oak Creek, WI, holding a Series 66 designation with 21 years of industry experience. She has been with Robert W. Baird & Co. since 2007. The DDK Group, part of Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services that include financial planning, discretionary and non-discretionary management, and separately managed account programs.

Connie White is a financial advisor with Thrivent Investment Management in Milwaukee, WI, holding Series 63 and Series 66 licenses and having five years of industry experience. Her background includes roles at R.W. Baird & Co. and First Financial Services, as well as entrepreneurial work with Mary Kay Cosmetics. She has also been involved with community organizations such as People Helping People and Embassy Center MKE. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic planning that covers a wide range of topics without including implementation, allowing clients to combine planning with managed accounts via a consolidated billing option called “WealthPlan.”

Brian Carter is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63 and Series 65 credentials and over a decade of industry experience. He has worked at LPL Financial since 2021 and previously held positions at BMO Bank NA and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Joseph Pirozzolo is a CFP® professional with 17 years of experience in the financial services industry. He has been with J.P. Morgan Securities in various roles since 2012 and currently works at JPMorgan Chase Bank, N.A. Prior to that, he worked at Morgan Stanley. J.P. Morgan Securities 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.

Gary Tsoumas is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he serves as president of BME Enterprises, where he consults and advises other financial professionals on business and practice development. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap accounts and educational seminars, with planning engagements centered on collaborative, goal-based analysis and written recommendations.

Robert Allbright is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior roles include positions at BMO Harris Financial Advisors, Inc. and Merrill. He is also a board member of the St. Joseph Congregation in Brookfield, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions through a large network of advisors and utilizes research-supported platforms and technology tools.

Justin Klawitter is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

Seth Haag is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior experience at Principal Securities, Principal Life Insurance, and UMB Fund Services. Outside of his advisory role, Seth engages in sales of fixed insurance products through various vendors. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients using a range of portfolio management and financial planning services. The firm employs a mix of manager-traded and model-traded strategies, alongside tax-management and direct-indexing capabilities, with oversight from home-office investment professionals and resources including internal research and AI tools.

Burt Reinhold is a Series 66-licensed financial advisor with Edward Jones, based in Muskego, WI, with 10 years of industry experience. He has been with Edward Jones since 2016. 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 nationwide network of advisors and branch offices.

Craig Kennison is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Robert W. Baird since 1999. Outside of his advisory role, Kennison serves as a senior advisor on the advisory board of goHomePort Repairs, LLC. He is part of The DDK Group within Robert W. Baird’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, utilizing both in-house and third-party managers with options for discretionary and non-discretionary management.

Allison Sloggy is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2016. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager‑traded and model‑traded strategies supported by internal research and tools.

Timothy Bartelt is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James since 2008 and has been involved with vestedfortomorrow.com as an independent contractor since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized advisory programs.

Wende Wozny is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.