Brenda Merschdorf is a CFP®-certified financial advisor with Edward Jones in New Berlin, WI, bringing 32 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management.

Kathleen Cobb is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds a Series 63 designation and has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in managing rental property maintenance through two LLCs. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which 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 overlays to meet client goals and risk tolerances.

Jonathan Fiorito is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with LPL Financial and has previous experience at firms including CUNA Mutual Group, AXA Advisors, and Chase Investment Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of more than 22,800 advisors.

Rachel Panasuk is a Certified Financial Planner® with 23 years of industry experience. She is affiliated with RBC Capital Markets and City National Bank, having worked at RBC Capital Markets since 2008 and City National Bank since 2017. She serves as a committee member for Secure Futures, a nonprofit that provides financial literacy programs aimed at empowering students to make sound financial decisions. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers while providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Matthew Turner is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 26 years of industry experience. He has been with Robert Baird & Co. since 2005. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by in-house investment research and tax-management capabilities.

Michael Fohr is a CFA charterholder with eight years of industry experience. He is currently with Robert W. Baird & Co., where he has worked since 2026. Prior to joining Baird, he held roles at National Investment Services of America, LLC and Reinhart Partners, LLC. Michael is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves a diverse client base including individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and advanced tools.

Jennifer Olen is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 18 years of industry experience. She has been with Robert W. Baird since 1997. She 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 financial planning and discretionary and non-discretionary portfolio management, utilizing a range of strategies from traditional to complex allocations.

Rebekah Bozich is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Co. since 2014. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and advisory services supported by internal research and investment tools.

Nicholas Sulla is a financial advisor with Equitable Advisors in Milwaukee, WI. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles outside the financial industry and involvement with the Children's Hospital of Wisconsin. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Michelle Schmitz is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and previously worked at BMO Harris Financial Advisors for eight years and BMO Harris Bank for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through an extensive network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Wielgus is a financial advisor with Robert W. Baird & Co. in Waukesha, WI. He holds a Series 66 designation and has 14 years of industry experience, with his tenure at Robert W. Baird beginning in 2011. 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 combination of in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.

Lara Steinbach is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jeffery Lister is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 22 years at Woodbury Financial Services, Inc. In addition to his advisory role, he has engaged in the occasional sale of fixed life insurance through his sole proprietorship. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization supported by multiple tools and customized strategies.

Steven Fischer is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Eleazar Lopez is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. Prior to joining Thrivent, Lopez worked at Cetera, North Star Resource Group, and Securian Financial Services, among other firms. He serves as the board chair of Sixteenth Street Community Health Centers, a community-based healthcare clinic in Milwaukee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on various financial topics, allowing clients to combine planning with managed-account programs while keeping the services separate.

James Schneider is a CFP® credentialed financial advisor with 22 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 10 years at Wells Fargo Clearing. Schneider holds an inactive CPA license and is the owner of Schneider Wealth Management Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning options and uses proprietary research and tools to deliver tailored recommendations, with clients having the choice to implement them through various brokerage or advisory programs.

Michael Goldammer is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley and Principal Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, leveraging a centralized team and various research and analytical tools.

Danny Viola is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles and utilizes both in-house and third-party investment managers to implement portfolios.

Dean Teofilo is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Cetera, having previously worked at First Allied Advisory Services and Eastlake Capital Investments. Outside of his advisory role, he serves on several nonprofit boards, including the UW Band Alumni Association and Wisconsin Public Radio Association, and volunteers with local community organizations in Wauwatosa. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party money managers.

Camille Malueg is a financial advisor at Raymond James & Associates with 22 years of industry experience. She held a position at Robert W. Baird & Co. for 20 years prior to joining Raymond James in 2023. She holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.