Brian Neitzke is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2007. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Rick Napholz is a CFP® with 43 years of industry experience, currently advising at Ameriprise in Brookfield, WI. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Abraham Goldberg is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment managers and offers a range of brokerage and advisory solutions.

Susan Thompson is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

David Berka is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc., Girard Securities, Inc., and MPC Advisors, LLC. He also serves as an agent with MPC Insurance Services, involved in the sale of life and long-term care insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

Dina Sofair is a financial advisor with Robert Baird & Co., holding a Series 66 designation and three years of industry experience. Prior to joining Baird, she was affiliated with Goizueta Business School and engaged in full-time education from 2015 to 2023. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies, along with internal research tools and ongoing manager oversight.

Laura Lamberg is a financial advisor with RBC Capital Markets in New Berlin, WI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of advisory work, she serves as a FINRA arbitrator. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Andrew Kastenholz is a financial advisor with LPL Financial in Menomonee Falls, WI. He holds Series 63 and Series 66 credentials and has 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BMO Harris Financial Advisors, Inc. from 2015 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by a network of over 22,800 advisors.

Derek Winn is a CFA® charterholder and holds a Series 66 license with 26 years of industry experience. He has worked at OSAIC since 2024 and previously was employed at Woodbury Financial Services, Girard Securities, MPC Advisers, and Securian Financial Services. Winn serves as a board member for Midwest Planning Company LLC, a service entity supporting financial advisers, and is also involved in the sale and administration of fixed insurance products. OSAIC serves a diverse client base, including retail and institutional investors, through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, using firm-provided asset allocation tools and automated rebalancing to manage portfolios including various asset classes on both discretionary and non-discretionary bases.

Joel Meyer is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2018. Outside of his financial career, he spent time involved with wine-related businesses from 2019 to 2020. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Ryan Bromberg is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Robert W. Baird & Co. since 2024. Outside of his advisory role, he was involved with The Animal House of La Crosse from 2022 to 2025. 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 charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals.

Julie Peterson is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 66 designations and has 32 years of industry experience, including 10 years at Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

William Strey is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and previously worked for General Finishes for six years. Outside of his advisory role, he serves as treasurer for the Twin Lakes Chamber of Business Association and its foundation and presents community seminars at Wilmot High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs delivered through a network of Investment Adviser Representatives and utilizes third-party asset managers and LPL-sponsored programs.

Michael Driscoll is a financial advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at several firms including HUB International Investment Services, Global Retirement Partners, Sheridan Road Advisors, and Principal Financial Services. Driscoll has also been involved with Sheridan Road Advisors and HUB Retirement and Wealth Management in investment advisory roles. 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 and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and operational tools.

Caleb Keshemberg is a financial advisor at Stifel with nine years of industry experience. He has worked at Stifel since 2018 and previously was with B.C. Ziegler and Company and operated as a self-employed advisor. Outside of his advisory practice, he offers private basketball lessons and coaching. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Andrew Armstrong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at Wells Fargo since 2016 and previously at Allspring Funds Management from 2005 to 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles in its investment approach and provides a wide range of brokerage and advisory solutions.

Jacob Reinhart is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor AXA Advisors, and serves as a board member of the Holy Apostles Church Investment Advisory Board. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party asset managers, delivering services through a network of Investment Adviser Representatives.

Zachary Woolever is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Robert Baird & Co. since 2013. He 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 provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Maria Suchomski is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, bringing two years of industry experience. Prior to joining Baird in 2024, she worked at the Women's Care Center of Milwaukee and Ave Maria University, and has been involved with Floor Plan Imaging LLC since 2016. Outside of her advisory role, she serves as a respite care provider. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies and ongoing manager oversight, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Shea Mc Creight is a financial advisor at Robert Baird & Co. with seven years of industry experience. He has worked at Baird since 2018 and previously spent 18 years at The BonTon Stores Inc. Outside of advising, Shea is employed part-time at Live Nation Entertainment’s Alpine Valley Music Theatre. The DDK Group at Baird, where Shea practices, serves individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies.