Mark Gregory is a financial advisor with Edward Jones in Cedarburg, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at BMO Harris Financial Group from 2015 to 2020 before joining Edward Jones in 2020. Outside of his advisory role, he owns rental properties in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Robert Hellman is a financial advisor at Stifel with 30 years of industry experience. He has held positions at Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2013 to 2018. Hellman serves on both the Finance Council and the Pastoral Council at St Joseph Church, providing financial guidance and assisting in parish direction. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Connor Goodwin is a Series 66-credentialed financial advisor with Mass Mutual Investors Services in Wauwatosa, WI. He has two years of experience and has previously worked at Vitense Golfland and Edgewood University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that employ firm-approved analytical tools.

Judith Schultz is a financial advisor at Stifel with 36 years of industry experience. She holds a Series 63 designation and has worked at Stifel since 2018, following a two-year tenure at B.C. Ziegler and Company. Outside of her advisory role, she works part-time in customer service at a grocery store. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and public entities, offering 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.

Joseph Gibson is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and previously worked five years at Northern Trust before joining Morgan Stanley in 2020. Gibson is currently based in Milwaukee, WI. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and corporate financial planning agreements.

Gabriel Schneiss is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2018. He previously worked at Voya Financial Advisors from 2016 to 2018. Outside of his advisory role, Schneiss is involved in independent insurance activities and holds leadership positions in several financial and agricultural business ventures. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Bryan Jansen is a financial advisor with Thrivent Investment Management in Germantown, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory work, he serves as a member of the Board of Trustees for the Leukemia and Lymphoma Society. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with its managed-account program under a consolidated billing option called “WealthPlan” while keeping these services separate.

Patrick McMahon is a financial advisor with LPL Financial in Mequon, WI, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at CUNA Mutual Group, Wells Fargo Clearing, Robert Baird & Co., and M&I Financial Advisors. McMahon is also connected to the Investor Guidance Center as part of his business activities. 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 services, including financial planning and model portfolios, supported by technology tools and a broad platform that integrates advisory and non-advisory financial services.

Michael Ratkovitch is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 15 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously spent eight years at B.C. Ziegler and Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group provides financial planning, portfolio management, and brokerage services, tailoring investment strategies to client goals and risk tolerances using a range of traditional and non-traditional approaches.

Jacqueline Lange is a Financial Consultant at Fidelity Investments, where she has been serving since 2026. Prior to this role, she held several positions at Fidelity, including Planning Consultant and Investment Consultant, beginning in 2024. Jacqueline's career in finance spans over eight years, during which she has developed expertise in guiding clients towards their financial goals. Her professional experience includes roles at Robert W. Baird & Co. Inc., where she progressed from Compliance & Registrations Intern to Client Specialist between 2018 and 2024. Jacqueline is committed to educating her clients and continuously expanding her knowledge to better assist them. In her personal time, Jacqueline enjoys activities such as reading, cooking and baking, spending time with family and friends, outdoor adventures, and caring for her pets. She also values exploring new places and spending time up north with her family.

Christopher Leidel is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He has been with Robert W. Baird & Co. since 2008 and holds a Series 66 designation. Outside of his advisory role, he is employed in various non-investment delivery and service positions, including roles with the Milwaukee Brewers, Uber, DoorDash, Instacart, and Walmart Spark. He 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 financial planning and portfolio management services using a combination of in-house and third-party managers, with a range of investment strategies from traditional to complex, including discretionary and non-discretionary management.

J Mclaughlin is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with Robert Baird & Co. since 1992. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax-management techniques, and utilizes internal research and technology, including artificial intelligence, in client advice.

Peter Anderson is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2002. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that 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.

Lyssa Mc Gauran is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with four years of industry experience. She has been with Robert W. Baird & Co. since 2020, following her time in full-time education from 2013 to 2021. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Claire Mielke is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience, including prior roles at Winebow and Thomas Liquor. She is based in Milwaukee, WI. Claire is part of The DDK Group within Robert W. Baird & Co.’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, portfolio management, and tax-management strategies, supported by internal research, technology tools, and strategic partnerships.

Robert Nelson is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Baird. Nelson is based in Milwaukee, WI. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to address client goals and risk tolerances.

Leonardo Garcia is a Series 66-registered financial advisor with Equitable Advisors in Milwaukee, WI. He has one year of industry experience and previously worked in various roles at companies including Buffalo Wild Wings, Banana Republic, and Target. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, relying on third-party asset managers and advisory programs for many of its investment solutions.

Tyler Briggs is a financial advisor at RBC Capital Markets with 18 years of experience in the industry. He holds a Series 66 designation and has worked at firms including City National Bank, Robert W. Baird, and UBS Financial Services. Outside of his advisory role, he serves as a committee member for the Greater Milwaukee Foundation and holds leadership positions in the Thiensville-Mequon Rotary Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to individual and institutional clients through multiple advisory programs. The firm offers tailored portfolio management and financial planning solutions, leveraging a mix of in-house and third-party investment managers and a variety of account structures.

Gilbert Cervelli is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering both traditional and complex investment strategies.

David Lex is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Harris Investor Services, Inc., Uvest Financial Services Group, Inc., and Vision Asset Management Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions alongside extensive non-advisory financial services.