Andrew Due is a financial advisor at LPL Financial based in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Educators Credit Union, The Walt Disney Company, and the University of Wisconsin - Parkside. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

John O'Neil is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and CIBC Bank USA. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales.

Chad Durfey is a financial advisor with Ameriprise in Mount Pleasant, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory work, he serves as a member of the Finance Ministry Team for Grace Church, where he reviews and votes on the budget, liabilities, and project spending. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Corbin Weyer is a CFA® charterholder with 16 years of industry experience, all spent at Robert W. Baird & Co. He is based in Milwaukee, WI, and holds a Series 63 license. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of SMA strategies, tax-management tools, and proprietary research including artificial intelligence in client advice.

Patrick Modjeski is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 66 designation and 26 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2018 and at Sii from 2016 to 2018. In addition to his advisory role, he is involved as an insurance broker and agent in the sale and service of fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large affiliated adviser network. The firm provides integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to construct portfolios across various asset classes.

Ian Albin is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He joined Baird in 2025 and has prior work experience in hospitality and retail management, including roles at Kilroys Sports Bar and Gold Casters Jewelry Store. Outside of finance, his background includes several years at Rolling Hills Country Club and Showplace Family Entertainment. Ian is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with ongoing home-office research support.

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.

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.

Jeffrey Labri is a financial advisor with Cetera holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes tenure at First Allied Advisory Services and First Allied Securities before joining Cetera in 2020. He serves as president of a local condo association, reflecting involvement in community leadership. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting diverse investment strategies under various discretionary and non-discretionary programs.

Scott Gregory is a financial advisor with LPL Financial based in Racine, WI. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining LPL Financial in 2018, he was affiliated with Johnson Bank and Invest Financial Corporation. Outside of his advisory work, he is part-owner of a full-service beauty salon in Delavan, WI, where he assists with maintenance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

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.