Berent Kowarick is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Morgan Stanley before joining J.P. Morgan Securities in 2018. Outside of his advisory role, Kowarick is a partner in Investors Associated LLP, a real estate partnership managing a portfolio of properties in select secondary markets. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Rezart Ismolli is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2011, including Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Benjamin Smith is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC for 16 years. Smith is also involved with LB Financial Corp., which offers health insurance and Medicare-related plans. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm provides financial planning, model portfolios, third-party asset management, and access to various brokerage and insurance products through an integrated platform.

Daniel Halstead is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan and Wells Fargo entities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Lisa Duerr is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Robert Baird & Co. since 2012. Outside of her advisory role, she is an owner/member of Common Investment Partners LLC, a passive investment entity. The DDK Group at Robert W. Baird & Co. serves a diverse client base, including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs, supported by internal research and technology-assisted investment strategies.

Scott Latzke is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2016, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Latzke also engages in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Kroeninger is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes lengthy tenures at Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies, as well as operating independently since 2000. He is also involved in tax preparation, accounting, and acts as a life and fixed insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by both discretionary and non-discretionary management options and a variety of model portfolios and research resources.

James Longe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at LPL Financial since 2014. Outside of his advisory role, he is involved with Landmark Credit Union as part of their investment-related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Michelle Buestrin is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2011. Outside of her advisory role, she owns Open Books, a small business where she creates and sells journals and sketchbooks online and at craft fairs. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutional clients, and charitable organizations. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through various managed account options and overlays.

Amy Ley is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Woodbury Financial Services Inc, Girard Securities, Inc., Mpc Advisors, LLC, and Matrise, Polzin & Company. Ley is also involved in insurance sales through MPC Insurance Services, LLC and Liberty Insurance Group, Inc., and serves as a shareholder and board member at Midwest Planning Company dba MPC Advisers. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated financial services and utilizes asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Elizabeth Lailer is a financial advisor with J.P. Morgan Securities, holding Series 63, Series 65, and Series 66 licenses and bringing 26 years of industry experience. Her career includes roles at LPL Financial, Johnson Wealth Inc, Johnson Bank, and Robert W. Baird. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Angelo Gonzales is a financial advisor with LPL Financial based in Brookfield, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. He is also a notary for the State of Nebraska. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and multiple portfolio management approaches.

David Lindberg is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1993. Outside of his advisory role, he serves as a board member of BIOLOGIQ, Inc., a company focused on developing and manufacturing biodegradable plastics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, relying on structured planning tools and a broad platform of retail and institutional services.

Laura Gilbert is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2021. Prior to her advisory role, she worked in education-related positions, including at Line Range Preschool and Menomonee Falls School District. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Seth Paradowski is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds the Series 66 designation and has been with Baird since 2019. Prior to joining Baird, he worked at U.S. Bank, Baker Tilly Search & Staffing, Dick's Sporting Goods, and the University of Wisconsin-Whitewater. Outside of his advisory role, he volunteers as a youth athletic coach at Prospect Training Academy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

John Trepanier is a CFP® professional with 10 years of industry experience, currently affiliated with MassMutual Investors Services in Milwaukee, WI. His prior roles include positions at Cambridge Investment Research, Prudence Harker, and AXA Advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning supported by firm-approved analytical tools.

Robert Filetti is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Robert Baird since 2012. 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, using a mix of in-house and third-party strategies across traditional and alternative asset classes.

Ashley Strickland is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, using a combination of in-house and third-party managers across various investment strategies.

Jessica Vecitis is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and three years of industry experience. She previously worked at Dunham Trust Company and Dunham & Associates Investment Counsel for two years and spent seven years at the University of Kentucky. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, providing a range of investment strategies from traditional to non-traditional approaches.

Gary Barutzke is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Baird in 2025, he spent 21 years with Allspring Global Investments, Inc. The DDK Group at Robert W. Baird & Co., where Gary works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody and brokerage services, using a combination of manager-traded and model-traded strategies along with internal research and tools to support client advice.