Hollie Nelson is a financial advisor at Robert Baird & Co. with 31 years of industry experience. She has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 designations. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a range of investment strategies and manager options.

Brendan Flynn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His prior work includes roles at JP Morgan Chase Bank, JP Morgan Securities, and US Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it serves as an advisor to multiple registered investment companies with established governance and proxy-voting procedures.

Rosalie Weiss is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and beginning her industry career in 2026. Her prior experience includes roles in the restaurant and automotive industries as well as positions at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform and supports discretionary and non-discretionary account structures.

Julia Herman is a ChFC® credentialed financial advisor with 18 years of industry experience. She has been with Edward Jones since 2011 in their Hales Corners, WI office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Stella is a financial advisor with Stifel in Racine, WI, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2001. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Katie Drenzek is a financial advisor with Charles Schwab & Co., Inc. in Oak Creek, WI, holding a Series 66 designation and has one year of industry experience. Her prior work includes roles within Charles Schwab’s Independent Branch and part-time employment outside the financial sector. Charles Schwab & Co., Inc. serves primarily 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 advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence.

Daniel Morrisey is a CFP® professional with 29 years of experience in the financial industry. He has worked at Robert Baird & Co. since 1997. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning and consulting, portfolio management, and specialized account programs, supported by internal research, manager selection, and advanced tools such as artificial intelligence.

John Wasikowski is a financial advisor with J.P. Morgan Securities in Franklin, WI, holding a Series 66 designation and bringing 16 years of industry experience. His career includes prior roles at Associated Investment Services, Morgan Stanley, and Merrill. Since 2013, he has been with JPMorgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, supported by centralized due diligence and broader derivatives and commodities capabilities.

Mary Pelkofer is a financial advisor with Thrivent Investment Management in Muskego, Wisconsin, holding a Series 66 license and six years with Thrivent after prior experience at Northwestern Mutual. She has over eleven years working with Spahn Executive Search and serves as president of Parks Edge Preschool, where she oversees board meetings and supports operational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses and planning without implementation, delivered through a large network of advisors with periodic plan reviews.

David Besenhofer is a financial advisor with Edward Jones in Union Grove, WI, holding a Series 66 designation and seven years of industry experience. He joined Edward Jones in 2018 after working at Family Heritage and Washington National Insurance. Outside of his advisory role, he manages a seasonal rental property in Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Kevin Polheber is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Calton & Associates, Inc., LaSalle Financial Services, Inc., and Securities America. Outside of his advisory role, he serves as president of the Loaves & Fishes Genoa City Food Pantry and is a board member of Berean Grace Church. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization strategies and supports various program types including Unified Managed Accounts and third-party money manager programs.

Stephanie Chirbas is a financial advisor at LPL Financial with eight years of industry experience. She has held positions at BMO Bank NA since 2018 and previously worked at BMO Harris Bank NA from 2004 to 2018. Chirbas holds Series 63 and Series 65 credentials. 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, supported by a large network of investment adviser representatives.

Jessica Ebler is a financial advisor with Thrivent Investment Management in Muskego, Wisconsin. She holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, she worked at The Design Coach from 2016 to 2018. 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 planning across a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Dawn Okon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative analysis to develop model asset allocations, incorporating ESG frameworks and broader derivatives capabilities.

Samuel Zabkowicz is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Drake & Associates, and U.S. Bancorp Investments. In addition to his advisory role, he is involved in servicing and selling individual health insurance. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Adam Cole is a financial advisor with Edward Jones in Racine, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.