Michael Grabowski is a financial advisor with Cetera in Milwaukee, WI, holding a Series 63 designation and over 40 years of industry experience. His previous roles include long-term tenures at Avantax Advisory Services and related entities. He is also the owner of Insight Accounting & Financial Consulting, Inc., where he provides tax and accounting services to clients. Additionally, he serves on the board of Synergy CME Resource Group, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, and manages over $256 billion in assets through more than 10,000 advisors nationwide.

Claire Mielke is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience, including prior roles at Winebow and Thomas Liquor. She is based in Milwaukee, WI. Claire 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, and tax-management strategies, supported by internal research, technology tools, and strategic partnerships.

Robert Nelson is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Baird. Nelson is based in Milwaukee, WI. He 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to address client goals and risk tolerances.

Leonardo Garcia is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at Buffalo Wild Wings, Banana Republic, Target, and Nike. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, providing both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

David Lex is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2021. He has held a position at Harris Investor Services, Inc. since 2010. David holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Blake Bauer is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. He previously worked at Hays Solutions and Northwestern Mutual and has held various roles at the University of Wisconsin - La Crosse and other organizations. RBC Wealth Management serves individual investors, institutional clients, corporations, and charitable organizations with tailored investment strategies and offers multiple advisory programs that include portfolio management, financial planning, and brokerage services.

David Nevinski is a financial advisor with Osaic Wealth, Inc. based in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Osaic since 2015 and also has a long tenure at The Investment Co. Inc. since 1989. Nevinski is a licensed insurance agent and also serves as a notary public. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes quantitative tools and multiple third-party services to construct and manage portfolios across various asset classes for discretionary and non-discretionary accounts.

Barney Moore is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously with AXA Advisors. Outside of his advisory role, Moore serves as a member of the Shorewood Police Commission in Shorewood, WI. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage services tailored to client goals and risk tolerance.

Riley Gaynor is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding CFP® and Series 66 designations with nine years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides tailored financial planning and portfolio management services using a range of strategies, including discretionary management and separately managed accounts.

Alfred Hickey is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked at Woodbury Financial Services, Inc. and Questar Asset Management prior to joining Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Courtney Tilkens is a financial advisor with RBC Capital Markets holding a Series 66 designation and has two years of industry experience. Prior to joining RBC, she worked at The Terrace at Marina Circle and held positions at Marquette University and Notre Dame de la Baie Academy. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies and a mix of in-house and third-party investment managers to implement portfolios aligned with clients’ risk profiles.

Cynthia Trapp is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before joining Baird, she spent time in education with the Oak Creek Franklin School District. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a range of investment strategies and ongoing manager oversight, supported by internal research and technology, including artificial intelligence.

Allison Fantetti is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds a Series 66 designation and has been with Baird since 2021. Outside of her advisory role, she works as a tour guide for Mobcraft Brewery. Baird’s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Jackson Mc Donald is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and previously worked at Black Crows and Adidas. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

John Geder is the sole advisor at Geder Investment Management, Inc. in Elm Grove, WI, holding a Series 63 designation with 33 years of industry experience. He has led his independent firm since 1992. Geder Investment Management, Inc. provides investment advisory and portfolio management services primarily to individual clients, tailoring portfolios to their objectives and risk tolerance. The firm manages approximately $27 million across about 32 clients and offers educational seminars and workshops to support client understanding.

Mark King is the sole advisor at Fulton Investment Advisers, Inc. in Wauwatosa, WI, with 26 years of industry experience. He has served as president and sole shareholder of Mark F. King Attorney at Law, S.C. since 1999, providing legal, tax, and estate planning services. Fulton Investment Advisers, Inc. is an independent, single-advisor firm that manages approximately $13.5 million in assets primarily for individual clients, with a small number of institutional relationships. The firm typically manages accounts on a non-discretionary basis and is notable for its affiliation with a law firm, a structure uncommon among independent RIAs.

John Brandt is a financial advisor at National Accounting and Business Solutions, SC, with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been a CPA at his firm since 1989. In addition to his advisory role, he provides a range of accounting services through his CPA practice. His firm offers investment management referral services alongside accounting and tax services to individuals, pension and profit-sharing plans, corporations, and other business entities. It facilitates client introductions to third-party managed account programs rather than providing discretionary portfolio management directly.

Michael Zidanic is a financial advisor at Northland Securities, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northland Securities in 2024, he spent over 15 years at Ameriprise Financial Services in various capacities. Northland Securities, Inc. is a multi-team firm based in Milwaukee, WI, comprising 40 advisors.

Elizabeth Janicek is a financial advisor at Northland Securities, Inc. with 46 years of industry experience. She has been with Northland Securities since 2009. The firm is a multi-team organization with 41 advisors.

James Carlson is a financial advisor at Northland Securities, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northland Securities since 2007. Outside of his advisory work, Carlson participates as a tournament fisherman and serves as an arbitrator with the NASD Board of Arbitration. Northland Securities is a multi-team firm based in Milwaukee, WI, employing 38 advisors. The firm provides investment services with a collaborative approach across its teams.