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.

Jack Smidel is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 credential and one year of industry experience. Prior to his advisory role, he worked as a service manager at Chipotle Mexican Grill. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing 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, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

William Strey is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at 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, presents community seminars at Wilmot High School, and acts as an administrator or trustee for estates and trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Michael Driscoll is a financial advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His career includes roles at HUB International Investment Services, Global Retirement Partners, LLC, and Sheridan Road Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Caleb Keshemberg is a financial advisor at Stifel with eight years of industry experience. He previously worked at B.C. Ziegler and Company and was self-employed before joining Stifel. Outside of his financial advisory work, Caleb provides private basketball lessons and coaching. Stifel serves a diverse client base, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Andrew Armstrong is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Jacob Reinhart is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at AXA Advisors, LLC. Reinhart serves as a board member of the Holy Apostles Church Investment Advisory Board and is involved in sales for National Guardian Life’s burial and funeral trust products. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and asset management access through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model that integrates advisory and brokerage services.

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 financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has prior work experience at the Women’s Care Center of Milwaukee and Ave Maria University. Outside of her advisory role, she is a respite care provider through iLIFE in Milwaukee. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, employing both manager-traded and model-traded strategies along with tax management and direct indexing.

Shea Mc Creight is a financial advisor at Robert Baird & Co. with six years of industry experience. He has been with Baird since 2018 and previously worked at The BonTon Stores Inc. for 18 years. Outside of his advisory role, he is employed at Live Nation Entertainment’s Alpine Valley Music Theatre on a part-time basis. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Michael Glaisner is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2005. 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 offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays, employing both traditional and complex investment strategies.

Anton Andriushchenko is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Truist. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kendeicia Stephenson is an advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, nA. 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 manages approximately $671 billion in assets and utilizes research and analytics to support its investment approach.

Linda Cowan is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Henry Hessel is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Reinhart Partners, Inc. He is based in Waukesha, WI. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and government entities. The firm offers wealth advisory planning, investment consulting, and institutional fiduciary solutions, with a distinctive involvement in municipal and public finance.

Colin Juenger is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Halquist Stone for four years and Accurate Pattern for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, educational seminars, and recently added a standalone Divorce Planning offering.

Joseph Wilson is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder of The Wilson Group & Associates. He began his career in financial services in 1999 with Salomon Smith Barney and joined Merrill in 2014 to adopt a goals and advice-driven approach to client service. In 2019, he established his own team to enhance personalized advice and emphasize sustainable investing. Wilson specializes in personal retirement planning, socially responsible and values-based investing, including Environmental, Social, and Governance (ESG) strategies, as well as retirement income planning. He holds the Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from Kenyon College. His team assists affluent individuals and families in aligning their investments with their values and navigating significant life transitions. Outside of his professional work, Wilson enjoys boating on Milwaukee's rivers and Lake Michigan, reading, and swimming. He resides on Milwaukee’s East Side and has three adult children.

Colette Gregory is a financial advisor with Robert Baird & Co. in Menomonee Falls, WI, holding a Series 63 designation and 33 years of industry experience. She has been with Robert Baird & Co. since 1991 and concurrently serves at Marquette University. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a combination of in-house and third-party managers to implement a range of investment strategies from traditional to non-traditional approaches.

Jeffrey Pfannerstill Jr. is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial, Pumpers & Mitchell's, and various educational institutions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across multiple planning topics. The firm separates its planning services from managed accounts and does not provide portfolio management for institutional clients.