Kieran Bieneman is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including time at Park Avenue Securities. Outside of his advisory work, he serves as a trustee for his parent's estate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, retirement plan sponsors, and organizations. The firm offers tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Nicholas Weix is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked with Principal Life Insurance Company and Principal Securities, Inc. since 2022, as well as Lake Country Financial Services since 2024. Outside of his advisory role, he is involved in the sale of fixed insurance products including fixed annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, with advisory programs often implemented on a discretionary basis by external managers.

John Dobson is a Series 65-licensed financial advisor with Wealthspire Advisors, where he has worked since 2017. He has eight years of industry experience and previously worked at US Bancorp. Outside of his advisory role, Dobson coaches high school hockey for Waukesha Public Schools. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach, incorporating mutual funds, ETFs, private investments, and separate account managers, with ongoing client monitoring and additional services including financial planning and retirement-plan consulting.

Steven Kellogg is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Baird since 2006, following roles at Allspring Funds Management and Strong Capital Management. He serves as a board member on the Investment and Finance Committee of Brookfield Christian School. Baird’s DDK Group, where Kellogg works, provides wealth management services to individuals, corporate clients, pension plans, and charitable organizations, utilizing a range of portfolio management and financial planning strategies supported by internal research and ongoing manager oversight.

James Gehring II is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. Based in Watertown, WI, he holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Richard Shelton is a financial advisor with Primerica Advisors in Waukesha, Wisconsin, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at PFS Investments Inc., LA Fitness, Primerica Financial Services, and STATS Perform. Outside of financial advising, he works as a personal trainer for Vip Fitness LLC and has experience in sports data operations with STATS Perform. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, with trade execution and custodial support provided through BNY Mellon Advisors and Pershing.

Aaron Berglin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing client strategies in estate planning services, insurance leverage and risk management, and lending. Aaron works closely with clients' accounting and legal professionals to coordinate comprehensive strategies and serves on his team’s planning guidance, investment strategy, business development, and leadership committees. Aaron earned a Bachelor of Science degree in Mathematics from the United States Naval Academy and holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation. He maintains multiple FINRA registrations including Series 7, 66, 9, 10, 24, and 31, and holds a Wisconsin State insurance license for life and health. Before entering financial services in 2001, Aaron served in the naval aviation community following his graduation. Outside of his professional career, Aaron enjoys adventure sports, baseball, biking, boating, camping, football, hiking, hunting, running, and spending time with his family.

Trevor Skaggs is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, Merrill, Merrill Lynch, and Northwestern Mutual. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using both in-house and third-party investment managers.

Zach Lindsley is a financial advisor at Robert Baird & Co. in Oconomowoc, WI, holding a Series 66 designation with three years of industry experience. He previously worked at US Bank for six years and Bank Five Nine for two years. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, overlay management, tax-management, and direct-indexing capabilities.

Robert Leibham is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and has been affiliated with Johnson Bank since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alyssa Pochert is a financial advisor with Merrill in Waukesha, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2014. Outside of her advisory work, Alyssa manages a side business, Alyssa Pochert Photography LLC, where she provides photography services for individuals, families, couples, and weddings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jenna Beaver is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and three years of industry experience. She previously worked at WHR Group, Inc. for ten years before joining Robert W. Baird & Co. in 2021. 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.

Scott Keith is a financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, holding a Series 63 designation and 37 years of industry experience. He has been with Robert W. Baird since 2003. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and brokerage services, supported by internal research, manager selection, and advanced investment tools.

Ryan Furrer is a financial advisor with LPL Financial in Oconomowoc, WI, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial Services and BMO Harris Financial Advisors. 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 portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Timothy Duchow is a financial advisor with Robert Baird & Co. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory role, he is an owner and landlord of two separate entities, CGS Capital LLC and BCGS Capital 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 offers customized financial planning and portfolio management services using a range of investment strategies and manager options.

Laura Hopp is a Series 66-licensed financial advisor with Merrill in Waukesha, WI, with 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1995. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Buxa is a Series 66-licensed financial advisor with 13 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management in Oconomowoc, WI. He has maintained a condo used to support his mother-in-law, reflecting involvement in family-related activities outside his advisory role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Ryan Schneider is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. from 2006 to 2023 and BMO Bank since 2023. 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 and access to model portfolios and third-party asset management.

Michael Mustas is a financial advisor with Edward Jones in Delafield, WI, holding a Series 63 designation and 36 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory role, he is a managing partner at GreenSide Property Development, LLC, a real estate investment business. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Briana Berndt is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert Baird since 2015. 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 range of investment strategies and management approaches to align with client goals and risk tolerances.