Michael Knutson is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked with Stifel since 2018, following four years at B.C. Ziegler and Company. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses, while clients retain discretion over implementation.

Thomas Anstett is a financial advisor with LPL Financial in Wauwatosa, WI, holding a Series 63 license and bringing 43 years of industry experience. He has been associated with Linsco Private Ledger since 2006 and operates a business under the name Anstett Investment Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Charlene Strauss Wilson is a financial advisor at Morgan Stanley in Mequon, WI, holding a Series 66 designation with 23 years of industry experience. She has worked at Morgan Stanley since 2017, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

Chad Gruett is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a partner in Salsa Verde, LLC, an investment-related business based in Midland, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and investment committee insights to support their advisory services.

Matthew Xiong is a financial advisor at LPL Financial with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Educators Credit Union and has additional background in various roles including at Russ Darrow Nissan and John Brown University. He is also a commissioned notary in Wisconsin. 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 offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Scott Van Klompenburg is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Johnson Financial Group, U.S. Bank, and Zywave, and he has served in the Wisconsin Army National Guard since 2017. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients, including individuals, families, pensions, corporations, and charitable organizations. The group offers comprehensive consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Jase Atwater is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Meijer and Charles Schwab Independent Branch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm serves a range of clients including registered investment companies and offers services that include discretionary portfolio management, fund advisory, and consulting.

Robert Bacskai Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and advisory services. Its investment approach relies on proprietary methodologies developed by its Investment Strategy Group that use forward-looking capital market assumptions and probabilistic modeling.

Mandy Hess is a Series 66-licensed financial advisor with Robert Baird & Co. in Milwaukee, WI, where she has worked since 2019. She has five years of industry experience and previously spent 14 years with The Lynde and Harry Bradley Foundation, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Joel Merritt is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He is also president of Merritt Wealth & Retirement Advisors, Inc., a financial advisory firm he leads. Previously, he worked at Diversified Management, Inc. and Thrivent Financial. Merritt supports Mark Kelly LLC, providing operational assistance to the branch manager at RJFSA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and analytical modeling, supporting implementation through its advisory programs and affiliate firms.

Keith Van Vreede is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 15 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2010 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, including a Plan Level Investment Selection 3(38) discretionary option.

Keith Dickerson is a CFA®-designated financial advisor at Robert W. Baird & Co. with 15 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and the City of Milwaukee Employes' Retirement System. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, emphasizing manager selection, tax management, and the use of internal research tools, including artificial intelligence, in client advice.

Nathan Metcalf is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm includes a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Geofrey Banda is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a rental property in Milwaukee. 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. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-assets.

Charles Barrow is a CFP® certified financial advisor with Edward Jones in Delafield, WI, bringing five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions at Reliable of Milwaukee, Legendary Whitetails, and Kohl’s Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a national network of more than 23,700 advisors.

Jess Henrickson is a Series 66-registered advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2008. He has 17 years of industry experience. Henrickson serves as a board member and Endowment Chair for Congregation Shalom. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services utilizing a range of investment strategies and managers.

Nathanael Bier is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized financial strategies tailored to individual client goals. He is a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor who has been assisting individuals and families with their financial planning needs since 2015. Nathanael focuses on a range of client areas including retirement income, tax minimization, college education planning, divorce transition planning, legacy planning, liquidity management, portfolio management, and socially responsible investing. Nathanael leads the Bier Wealth Management Group, which coordinates financial affairs for families, retirees, corporate executives, business owners, and non-profit organizations primarily in the Milwaukee area and beyond. His team emphasizes client education to help simplify and clarify financial decision-making while regularly reviewing and updating strategies to meet evolving goals. Nathanael holds a bachelor's degree from the University of Minnesota System. Outside of his professional role, Nathanael enjoys camping, cooking, football, photography, reading, spending time with family, and watching movies. He seeks to develop one-on-one relationships with clients to deliver customized financial plans that provide confidence and clarity in pursuing long-term objectives.

Jeffrey Eichel is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. His prior experience includes roles at Northshore Bank and Cetera Investment Services LLC beginning in 2005. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management, financial planning, and retirement services through a multi-manager platform with a range of discretionary and non-discretionary program options.

Deanne Soetenga is a CFP® with 23 years of industry experience, currently serving at Robert W. Baird & Co. since 2004. She holds Series 63 and Series 66 licenses and is based in Waukesha, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The firm offers customized financial planning and portfolio management services, employing a range of strategies from traditional allocations to complex alternatives, and provides municipal advisory and public finance services alongside its investment management capabilities.

Wendy Wallace is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 1992 and holds a Bachelor of Science degree in Mathematics from the University of Wisconsin-Milwaukee. Wendy has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her areas of expertise include Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Women and Wealth, and Retirement Income. Based in Shorewood, Wisconsin, Wendy is involved in community organizations such as Impact 100 Greater Milwaukee, Kinship Community Food Center, and Secure Futures. Outside of her professional career, Wendy enjoys biking, hiking, swimming, traveling, and practicing yoga. She balances her work and personal life while residing with her family and two dogs.