Katherine Shalbrack is a financial advisor at Robert Baird & Co. with 42 years of industry experience, including 33 years at her current firm. She holds a Series 63 designation. Outside of her advisory role, she serves on the Finance Committee of St. Joseph Congregation in Racine, WI, contributing to financial decisions affecting the church and school. Robert Baird’s DDK Group, where she works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and innovative investment strategies.

Jacob Harmann is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including MGA Wealth Management, Avantax Investment Services, and Cetera Wealth Services. Outside of advising, he serves as a substitute custodian at Union Grove Elementary School in Wisconsin. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to third-party money managers, model portfolios, and various program options.

Jeffrey Pieters is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has worked with Cetera and its affiliate Cetera Investment Services LLC since 2004 and has concurrent experience at Northshore Bank since 2002. Based in Racine, WI, he has been with Cetera in its current form since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Meredith Weber is a financial advisor at Robert Baird & Co. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Baird since 2021. Her prior roles include positions at Avantax Investment Services, Inc., ProEquities, Inc., and Lifetime Trusted Advisors. She is part of The DDK Group within Baird’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, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by manager selection and ongoing monitoring from home-office investment professionals.

Christina Peterson is a financial advisor at Robert Baird & Co. in Racine, WI, holding a Series 63 designation with 25 years of industry experience. She has been with Robert Baird & Co. since 1999. 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, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Timothy Antos is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Cetera since 2005 and also co-owns Antos Advisors, Ltd., a CPA firm where he provides tax services including tax returns and IRS representation. Additionally, he is principal partner at Antos Wealth Advisors, a wealth management firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers across multiple program structures.

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.

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.

Scott Gregory is a financial advisor with LPL Financial in Racine, WI, holding a Series 66 credential and bringing 19 years of industry experience. His prior roles include positions at Johnson Bank, Invest Financial Corporation, Wells Fargo Clearing, and Cetera Investment Services. Outside of his advisory work, he is a part-owner of a full-service beauty salon, where he assists with maintenance. 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 institutional platforms, supported by advanced operational and research tools.

Piper Meek is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, Piper worked in education and community-oriented roles, including positions at Gonzaga University and Generation Alive. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with specialized investment tools and ongoing manager oversight.

Chris Bloxdorf is a Series 66 credentialed financial advisor with Edward Jones in Racine, WI, where he has worked for 10 years. His entire advisory career has been with Edward Jones, beginning in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and specialized tax-efficient services.

John Fitzpatrick is a financial advisor at Wells Fargo Advisors with 61 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. He also serves as a trustee for an investment-related trust in Lake Forest, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth criteria and integrates advisory services with other financial products and referral channels.

Michael Lacey is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Johnson Financial Group, MidwestOne Investment Services, Prudential, and Global Portfolio Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Theresa Kratochvil is a financial advisor with LPL Financial in Oak Creek, WI, holding Series 65 and Series 63 licenses. She has one year of experience at LPL Financial and also has a background with BMO Bank, where she has worked since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by advanced operational and research tools.

Jason Atwater is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab & Co. since 2021. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and centralized operational support.

Thomas Heller is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodbury Financial Services and OSAIC. He also operates T. Heller Financial, a firm he founded in 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Janet Franz is a financial advisor with Equitable Advisors in Kenosha, WI, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models, often implemented through third-party managers, and offers ERISA fiduciary services to qualified plans.

Keith Dreger is a financial advisor with Thrivent Investment Management in Kenosha, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Dreger is an agent with Frey-Rude Associates, an independent property and casualty insurance agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with an option to combine planning with managed-account services under a consolidated billing structure.

Shyanne Lamb is a financial advisor at Edward Jones in Racine, WI, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Frontida Management Group, Creating Clarity, Intuit, CKW Collaborations Inc, and Strategic Retail Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.