Adam Obluck is a financial advisor with Raymond James & Associates in Waterford, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously at Wells Fargo Clearing Services. Outside of his advisory role, he has been involved in political activities since 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities with a variety of advisory and consulting services, employing tailored, non-discretionary financial planning supported by firm research and diverse portfolio management styles.

Emily Phillips is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She 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, separately managed account programs, and brokerage services, utilizing internal research and tools such as artificial intelligence in delivering client advice.

Megan Allen is a Series 66-licensed financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously held roles at Thrivent Investment Management Inc. and Muskego Lakes Group - Thrivent Financial. In addition to her advisory role, she owns Ardent Coaching, where she works as a career coach. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Frederick Ballenger is a financial advisor at Fidelity with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and PNC Bank. At Fidelity, he has been associated with the firm since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and plays a formal advisory role to multiple funds, utilizing systematic methodologies and established governance procedures.

Ryan Nieuwenhuis is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2019, following seven years at Gwfs Equities, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The firm offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches, including both traditional and non-traditional allocations.

Linda Davis is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 40 years of industry experience. She has been with Robert W. Baird since 2011. 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 consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches.

Jeremy Bardon is a financial advisor with Ameriprise in Dousman, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Charles Tinder is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1994. 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 options supported by a large network of financial advisors and branch offices across the country.

Julia Herman is a ChFC® credentialed financial advisor with 18 years of industry experience. She has been with Edward Jones since 2011 in their Hales Corners, WI office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Knight is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and owned East Town Management LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of financial planning and consulting services. The firm offers non-discretionary investment advice supported by proprietary research and maintains capabilities in municipal advisory and market-making activities.

Katherine Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has worked at Cetera since 2022 and is also the CEO and financial adviser of Lewis Financial Group. Outside of her advisory work, she serves as the president of the board for Milwaukee Montessori School. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining both discretionary and non-discretionary services across various program structures.

Jan Dyke is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and a range of investment strategies.

Gregory Buboltz is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Stading is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at BMO Harris Bank, Foreside Financial Services, and various BMO investment entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing a variety of strategies including model portfolios, third-party subadvisors, and customized approaches.

Todd Turowski is a financial advisor at OSAIC with 29 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC, he worked at Sage Point Financial, Mass Mutual Investors Services, and MetLife Securities Inc. He is also a shareholder of High Point Capital Group, Inc. and operates as an independent insurance agent providing fixed products through Crump Insurance Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with a model-based investment process and multiple program options, supported by a complex affiliate network and private-equity ownership.

Keith Brofsky is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and possessing 23 years of industry experience. He has worked at LPL Financial since 2012 and was previously with FSC Securities Corporation from 2008 to 2011. Outside of advisory work, he is involved in a website building company and performs research duties related to investment, audit, and treasury functions at Landmark Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Michael Halvey Jr. is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Halvey is involved in managing a small business related to office expenses and banking activities. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Denison Kummrow is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets and A. G. Edwards & Sons, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Bernadette Lanser is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds the Series 63 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Cora Trexell is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 credential and has been with Baird since 2025. Outside of her advisory role, Trexell is active in the performing arts community as a reviewer for the Jerrys Program at the Overture Center for the Arts, which recognizes high school theater performances in Wisconsin. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, ongoing manager selection and monitoring, and incorporates internal research and advanced tools to support client advice.