Kellcy Anderson is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has held positions at Robert W. Baird & Co. since 2017 and worked at Wells Fargo Funds Distributor, LLC from 2016 to 2017. Anderson holds Series 63 and Series 65 licenses. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual clients, 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 ongoing manager selection and internal research.

Reed Albinger is a CFP® and Series 66-registered financial professional with four years of industry experience. He is currently affiliated with Cetera and has prior experience at Prime Financial Services and GE Healthcare. Outside of his advisory role, Albinger is also active as an actor and model, participating in photo shoots, print work, and radio/film projects. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Jennifer Haldemann is a CFP® professional with 23 years of experience in the financial industry, currently serving at Robert W. Baird & Co. since 2003. She holds Series 63 and Series 66 licenses and is based in Milwaukee, WI. In addition to her advisory role, she acts as a co-trustee of the Hannah Hoch 2018 Trust. She 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 a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

Chris Bloxdorf is a Series 66-licensed financial advisor with Edward Jones in Racine, WI, and has nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Brynne Simpson is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. In her role, she emphasizes strong financial planning through active listening, understanding clients' goals and concerns, and collaborating to develop actionable strategies tailored to their financial journeys. Simpson aims to support clients in making confident financial decisions at every stage. Prior to her current position, she held roles including Associate Regional Director at Russell Investments from 2021 to 2022, Internal Wholesaler Advisor at Insurance Solutions Center - AIG from 2019 to 2021, and Internal Wholesaler at Jackson National from 2015 to 2018. These positions have contributed to her experience in financial consulting and advisory services. Outside of her professional work, Simpson's interests include cooking and baking, fitness, football, reading, and yoga.

Maureen Patterson is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 66 credentials and four years of industry experience. Her work history includes roles at UBS Financial Services and Sanford C. Bernstein & Co. Prior to her advisory career, she held positions in education and hospitality. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and a variety of separately managed account programs. The firm combines manager‑traded and model‑traded strategies with ongoing investment research and utilizes both internal tools and strategic partnerships to support client advice.

Tyson Abert is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo & Company. Outside of his advisory role, he is a partner in Abert Asset Management LLC, a firm involved in real estate investment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning processes and broad investment offerings while managing approximately $2.74 trillion in client assets.

Jacob Taylor is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for the City of Waukesha for nine years. Outside of his advisory role, he is a co-owner of Midwest Agave Spirits, Inc., a tequila brand based in Guadalajara, Mexico. Ameriprise serves clients with a focus on retirement-income planning, offering specialized services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Robert Teofilo is a financial advisor at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has worked at firms including Grove Point Investments, H. Beck, Inc., and Beacon Benefits Group. Teofilo is also involved with Elmbrook Associates, a business connected to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing both proprietary and third-party research to support diverse investment strategies.

Erin Keller is a Planning Consultant with experience in the financial services industry. She has held several roles at Fidelity Investments, including Investment Consultant from 2020 to 2021, Financial Representative in 2020, and Client Experience Associate in 2020. Erin focuses on understanding the unique personal and financial goals of clients to identify strategies that fit their lifestyles. She works collaboratively to analyze current strategies, create comprehensive plans aimed at achieving long-term objectives, and implement clear and manageable courses of action.

Michael Thelen Jr. is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and offering various discretionary and non-discretionary management solutions.

Shane Evans is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2019 and previously worked in finance and promotions roles. Outside of his advisory work, Evans is involved in buying and selling collectible cards, managing a small for-profit business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Laurie Ufnowski is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and UBS Financial Services. Laurie serves on the boards of the Polish Heritage Alliance and Polanki, nonprofit organizations based in Wisconsin. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Timothy Windler is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His work history includes several roles within Cetera and affiliated firms since 2015. Outside of advising, he serves as a referee and board member for the Wisconsin Basketball Officials Association and works as an insurance agent selling life and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Steven Koch is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Mass Mutual Investors Services, MetLife Securities, and Metropolitan Life Insurance Company. He is also a shareholder of High Point Capital Group, Inc. and operates as an independent insurance agent offering fixed products. Osaic Wealth, Inc. serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset allocation tools and risk assessment to manage portfolios across various investment types.

Theresa Kratochvil is a financial advisor at LPL Financial in Oak Creek, WI, holding Series 65 and Series 63 licenses with one year of industry experience. She has worked at BMO Bank since 2013. 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 range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Brian Thiet is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Equitable Advisors since 2007, including during its prior iteration as Axa Advisors, LLC. Outside of his advisory role, he serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Jeffrey Dorward is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC in Brookfield, WI. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Mass Mutual Investors Services. Outside of his advisory work, he operates a sole proprietorship focused on the sales and marketing of fixed annuities, insurance, securities, and investment advisory products. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated financial services with an emphasis on asset allocation, risk management, and portfolio construction using a range of investment vehicles and third-party solutions.

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.

Scott Layeux is a CFP®-certified financial advisor with 35 years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience with Nettworth Financial Group and Financial Partners, LLC. Layeux also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies along with both proprietary and third-party model solutions.