David Kroeninger is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes lengthy tenures at Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies, as well as operating independently since 2000. He is also involved in tax preparation, accounting, and acts as a life and fixed insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by both discretionary and non-discretionary management options and a variety of model portfolios and research resources.

Michelle Buestrin is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2011. Outside of her advisory role, she owns Open Books, a small business where she creates and sells journals and sketchbooks online and at craft fairs. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutional clients, and charitable organizations. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through various managed account options and overlays.

Amy Ley is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Woodbury Financial Services Inc, Girard Securities, Inc., Mpc Advisors, LLC, and Matrise, Polzin & Company. Ley is also involved in insurance sales through MPC Insurance Services, LLC and Liberty Insurance Group, Inc., and serves as a shareholder and board member at Midwest Planning Company dba MPC Advisers. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated financial services and utilizes asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Elizabeth Lailer is a financial advisor with J.P. Morgan Securities, holding Series 63, Series 65, and Series 66 licenses and bringing 26 years of industry experience. Her career includes roles at LPL Financial, Johnson Wealth Inc, Johnson Bank, and Robert W. Baird. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Daniel Bowerman is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Angelo Gonzales is a financial advisor with LPL Financial based in Brookfield, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. He is also a notary for the State of Nebraska. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and multiple portfolio management approaches.

David Lindberg is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1993. Outside of his advisory role, he serves as a board member of BIOLOGIQ, Inc., a company focused on developing and manufacturing biodegradable plastics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, relying on structured planning tools and a broad platform of retail and institutional services.

Laura Gilbert is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2021. Prior to her advisory role, she worked in education-related positions, including at Line Range Preschool and Menomonee Falls School District. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Alec Lothert is a financial advisor with Edward Jones in Cedarburg, WI, holding a Series 63 designation and bringing 20 years of industry experience. He has been with Edward Jones since 2006. 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, offers a range of advisory strategies including discretionary and non-discretionary wrap fees, and provides affiliated mutual funds, tax-efficient services, and securities-based lending options.

Jerry Faust is a financial advisor with Edward Jones in Grafton, WI, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2003. In addition to his advisory role, he has a long-standing involvement with the YMCA West Suburban and the Wisconsin Interscholastic Athletic Association, both ongoing for more than two decades. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households, pension plans, corporate clients, and charitable organizations. The firm manages more than $1 trillion in assets across a broad network of financial advisors and branch offices, offering a variety of investment strategies and affiliated services under a fiduciary standard.

Seth Paradowski is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds the Series 66 designation and has been with Baird since 2019. Prior to joining Baird, he worked at U.S. Bank, Baker Tilly Search & Staffing, Dick's Sporting Goods, and the University of Wisconsin-Whitewater. Outside of his advisory role, he volunteers as a youth athletic coach at Prospect Training Academy. He 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 a range of consulting and portfolio services tailored to client goals, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

Darryl Witkowski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

John Trepanier is a CFP® professional with 10 years of industry experience, currently affiliated with MassMutual Investors Services in Milwaukee, WI. His prior roles include positions at Cambridge Investment Research, Prudence Harker, and AXA Advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning supported by firm-approved analytical tools.

Robert Filetti is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Robert Baird since 2012. 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, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a mix of in-house and third-party strategies across traditional and alternative asset classes.

Ashley Strickland is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, using a combination of in-house and third-party managers across various investment strategies.

Jessica Vecitis is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and three years of industry experience. She previously worked at Dunham Trust Company and Dunham & Associates Investment Counsel for two years and spent seven years at the University of Kentucky. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, providing a range of investment strategies from traditional to non-traditional approaches.

Gary Barutzke is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Baird in 2025, he spent 21 years with Allspring Global Investments, Inc. The DDK Group at Robert W. Baird & Co., where Gary works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody and brokerage services, using a combination of manager-traded and model-traded strategies along with internal research and tools to support client advice.

Matthew Sternkopf is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 12 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks for four years. He also operates a non-variable insurance business related to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and various management approaches.

Ryan Lundeen is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Robert W. Baird & Co. and has previously worked at Ellenbecker Investment Group, Annex Wealth Management, and JPMorgan Chase. 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 range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research tools.

Taylor Koch is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has worked at R.W. Baird since 2018. Prior to that, he held roles at M. Griffith Investment Services Inc and Loft, among other firms. Koch 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 customized consulting and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies tailored to client goals and risk tolerances.