Brian Neitzke is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2007. 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 tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Rick Napholz is a CFP® with 43 years of industry experience, currently advising at Ameriprise in Brookfield, WI. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Abraham Goldberg is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 uses research and analytics to evaluate investment managers and offers a range of brokerage and advisory solutions.

Susan Thompson is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

David Berka is a financial advisor at Osaic with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes positions at Woodbury Financial Services, Inc., Girard Securities, Inc., and MPC Advisors, LLC. He is also an agent with MPC Insurance Services, involved in the sales of life insurance and long-term care insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Dina Sofair is a financial advisor with Robert Baird & Co., holding a Series 66 designation and three years of industry experience. Prior to joining Baird, she was affiliated with Goizueta Business School and engaged in full-time education from 2015 to 2023. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies, along with internal research tools and ongoing manager oversight.

Todd Johnson is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He previously worked at Voya Financial Partners and has been with Fidelity Brokerage Services since 2019. Outside of his advisory role, he is an author of a children's book available on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and is notable for its commodity pool operator registration and advisory role to multiple registered investment companies.

Laura Lamberg is a financial advisor with RBC Capital Markets in New Berlin, WI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of advisory work, she serves as a FINRA arbitrator. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Ashley Rose is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to her current role, she has held positions at Avantax Advisory Services and Avantax Investment Services Inc. She also operates Acc-u-Rite Tax Services, where she provides tax preparation, planning, and consultation. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Derek Winn is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior work includes roles at Woodbury Financial Services, Girard Securities, MPC Advisers, and Securian Financial Services. He is a board member of Midwest Planning Company LLC, a service entity supporting financial advisers, and also acts as an insurance agent for fixed insurance products. 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 an emphasis on model-based asset allocation and portfolio optimization, supported by multiple investment and platform options.

Joel Meyer is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2018. Outside of his financial career, he spent time involved with wine-related businesses from 2019 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Ryan Bromberg is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Robert W. Baird & Co. since 2024. Outside of his advisory role, he was involved with The Animal House of La Crosse from 2022 to 2025. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals.

Lauren Ven Housen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Balestrieri Environmental & Development, Inc., Ignition Dealer Services, and Kunes Auto Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ruth Tsakonas is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Rusty Coyle, Waddell & Reed, Regency Wealth Partners, and SII Investments. Ruth operates out of Waukesha, WI. 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 portfolios, third-party asset management, and institutional platforms.

Andrew Armstrong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at Wells Fargo since 2016 and previously at Allspring Funds Management from 2005 to 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles in its investment approach and provides a wide range of brokerage and advisory solutions.

Zachary Woolever is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Robert Baird & Co. since 2013. He 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 provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Maria Suchomski is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, bringing two years of industry experience. Prior to joining Baird in 2024, she worked at the Women's Care Center of Milwaukee and Ave Maria University, and has been involved with Floor Plan Imaging LLC since 2016. Outside of her advisory role, she serves as a respite care provider. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies and ongoing manager oversight, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Daniel Klysh is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Polo Ralph Lauren and New Home Star. Klysh attended the University of Iowa as a full-time student from 2020 to 2024. 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 services and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Daniel Schmidt is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has worked previously at Augustine Financial, Edward Jones, and Rogich Insurance Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Shea Mc Creight is a financial advisor at Robert Baird & Co. with seven years of industry experience. He has worked at Baird since 2018 and previously spent 18 years at The BonTon Stores Inc. Outside of advising, Shea is employed part-time at Live Nation Entertainment’s Alpine Valley Music Theatre. The DDK Group at Baird, where Shea practices, serves individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies.