Joshua Satzer is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a public address announcer for Sun Prairie Area School District sports teams. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Joseph Bennett is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has seven years of industry experience. His background includes prior roles at Nicolet National Bank and Nicolet Advisory Service, as well as earlier tenure at Charles Schwab & Co., Inc. Bennett has also worked in a non-advisory role at Grand Canyon University. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Derick Klug is a financial advisor with Osaic Wealth, Inc. based in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at SagePoint Financial, Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. He is also president of High Point Capital Group, Inc., a strategic platform focused on recruiting and advisor management. Osaic Wealth, Inc. serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment vehicles, supporting both discretionary and non-discretionary account management.

Christopher Merker is a financial advisor with Robert W. Baird & Co., Incorporated, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, Merker teaches "Business Basics for Lawyers" at Marquette University Law School and consults for Timberwolf Technologies, a media and financial technology company. He is also an author published by Palgrave-Macmillan and serves on the board of Water + Energy Forward, Inc., where he participates in the Investment Finance Committee. Merker is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and overlay services to meet client goals and risk tolerances.

Michael Parker Sr. is a financial advisor with Primerica Advisors in Germantown, WI, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has been with Primerica Advisors since 1994 and affiliated with Primerica Financial Services since 1989. Outside of his advisory role, he owns MAP & Associates, LLC, an investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through established custodians.

Dean Strom is a financial advisor with LPL Financial, holding a Series 63 credential and over 26 years of industry experience. His prior roles include positions at Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and Waterstone Financial Group. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing technology and a broad network of advisors to support investment strategies.

Chaitanya Yaramada is a CFA® charterholder with 14 years of industry experience. He is currently with Robert Baird & Co. and has prior experience at Brown Capital Management, LLC and Robert W. Baird & Co. INC. His work is based in Milwaukee, WI. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research, including artificial intelligence tools, in client advice.

John Lerose III is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, N.A., and MSI Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Christopher Langjahr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked at JPMORGAN Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hunter Maslowski is a financial advisor at OSAIC with one year of industry experience and holds the Series 66 designation. Prior to joining OSAIC Wealth Inc., he was with MPC Advisers, LLC and has academic experience at the University of Wisconsin - Madison. Outside of his advisory roles, he worked at Hidden Glen Golf Club for six years. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to construct diversified portfolios across different asset classes.

Michelle Kuokkanen is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in real estate ownership, including multi-family and single-family properties. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis with a range of advisory, brokerage, and insurance solutions.

Brogan Etten is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Etten held positions at Wisconsin Athletic Club and Sirona Recovery, among other organizations. Outside of finance, Etten has experience spanning community services and hospitality through prior roles at Children's Wisconsin Community Services and Doyles Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, offering model portfolios and applying oversight through affiliated and unaffiliated sub-advisers.

Douglas Artus is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he serves as the board president of the Harborfront Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Stephanie Ray Kuczynski is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. She holds a Series 66 designation and has been associated with Robert W. Baird & Co. since 1999. Additionally, she serves as an elected official on the St. Francis School District Board. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.

Apexaben Shah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Wells Fargo in 2021, Shah worked at J.P. Morgan Securities and JP Morgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ryan Eiche is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Northwestern Mutual, JPMorgan Chase Bank, and several fitness-related organizations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Richard Nelson is a CFP®-designated financial advisor at Cetera with 34 years of industry experience. He has worked with Cetera and its related entities since 2004 and maintains a separate tax and accounting practice dating back to 1973. Outside of his advisory and tax work, he supervises a timber farm and serves as commander of the American Legion Post 410 in Fredonia, WI. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures and custodial relationships.

Daniel Laubusch is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1998. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises 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, employing both traditional and non-traditional investment strategies.

Andrew Wulf is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Refinitiv and JP Morgan Securities LLC. Outside of finance, he has experience working at Zazzo's Pizza and Bar and served at Carroll University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of portfolio management strategies and offers financial planning, manager selection, and tax-management services, supported by internal research and technology tools.

Glen Ringwall is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds a Series 63 designation and has been with UBS since 2012. Outside of his advisory work, he is the proprietor of a household goods and textiles business called Bald Guys R Sexy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm operates across multiple financial services including custody, underwriting, and market-making, integrating institutional capabilities with wealth management.