Brenda Merschdorf is a CFP®-certified financial advisor with Edward Jones in New Berlin, WI, bringing 32 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management.

Kathleen Cobb is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds a Series 63 designation and has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in managing rental property maintenance through two LLCs. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Rachel Panasuk is a Certified Financial Planner® with 23 years of industry experience. She is affiliated with RBC Capital Markets and City National Bank, having worked at RBC Capital Markets since 2008 and City National Bank since 2017. She serves as a committee member for Secure Futures, a nonprofit that provides financial literacy programs aimed at empowering students to make sound financial decisions. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers while providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Matthew Turner is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 26 years of industry experience. He has been with Robert Baird & Co. since 2005. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by in-house investment research and tax-management capabilities.

Wayne Pipkorn is a financial advisor at Cetera with 34 years of industry experience and holds a Series 63 designation. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades. Outside of his advisory role, he serves as an elected official in the Town of Cedarburg and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and third-party managers, and oversees more than $256 billion in assets.

Michael Fohr is a CFA® charterholder with eight years of industry experience. He is currently with Robert W. Baird & Co., joining the firm in 2026, and previously worked at National Investment Services of America and Reinhart Partners. He 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 broad range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services.

Jennifer Olen is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 18 years of industry experience. She has been with Robert W. Baird since 1997. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of strategies from traditional to complex allocations.

Rebekah Bozich is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Co. since 2014. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and advisory services supported by internal research and investment tools.

Nicholas Sulla is a financial advisor with Equitable Advisors in Milwaukee, WI. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles outside the financial industry and involvement with the Children's Hospital of Wisconsin. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Michelle Schmitz is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and previously worked at BMO Harris Financial Advisors for eight years and BMO Harris Bank for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through an extensive network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Wielgus is a financial advisor with Robert W. Baird & Co. in Waukesha, WI. He holds a Series 66 designation and has 14 years of industry experience, with his tenure at Robert W. Baird beginning in 2011. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.

Lara Steinbach is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2012. 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 strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Steven Fischer is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Eleazar Lopez is a financial advisor with Thrivent Investment Management in Milwaukee, WI, holding Series 63, 65, and 66 licenses and possessing 14 years of industry experience. His prior roles include positions at Cetera, North Star Resource Group, and Securian Financial Services. He serves as board chair for Sixteenth Street Community Health Centers, a healthcare clinic providing community-based programs. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations across a wide range of financial planning topics. The firm’s approach separates planning from implementation and managed-account services, with periodic reviews conducted by financial advisors.

Blaine Gibson is a CFP® professional with 21 years of industry experience, currently with RBC Capital Markets in Brookfield, WI. His prior experience includes roles at City National Bank and Robert W. Baird & Co. He serves on the boards of several nonprofit organizations, including Asset Builders of America, which promotes financial literacy for high school students, and he is president of the board for the Cedarburg Art Museum. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients offering a range of advisory programs with tailored investment strategies, incorporating both in-house and third-party managers. The firm provides comprehensive financial planning, portfolio management, and custody services across multiple account structures.

James Schneider is a CFP® credentialed financial advisor with 22 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 10 years at Wells Fargo Clearing. Schneider holds an inactive CPA license and is the owner of Schneider Wealth Management Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning options and uses proprietary research and tools to deliver tailored recommendations, with clients having the choice to implement them through various brokerage or advisory programs.

Michael Goldammer is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley and Principal Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, leveraging a centralized team and various research and analytical tools.

Danny Viola is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles and utilizes both in-house and third-party investment managers to implement portfolios.

Dean Teofilo is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Cetera, having previously worked at First Allied Advisory Services and Eastlake Capital Investments. Outside of his advisory role, he serves on several nonprofit boards, including the UW Band Alumni Association and Wisconsin Public Radio Association, and volunteers with local community organizations in Wauwatosa. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party money managers.

Hassan Akhtar is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2018. 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 applying an ESG eligibility framework in its investment recommendations.