Timothy Orth is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 17 years of industry experience. He has been with Robert Baird & Co. 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 provides customized financial planning and portfolio management services, employing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Richard Hopf Jr. is a financial advisor with LPL Financial in Greendale, WI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he teaches a community yoga class weekly and has a background as a professional volleyball player. 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 offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from multiple sources.

William Hienz Jr. is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Robert W. Baird & Company since 2000. 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 provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies and overlay services.

Jodi Arenal is a financial advisor with Wells Fargo Clearing in Sheboygan, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has a longer tenure at Wells Fargo Bank, NA dating back to 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven advisory process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services and includes insurance-related vehicles and bank deposit sweep options among its investment menu, serving a broad institutional client base.

Stephen Sliwa is a Financial Consultant currently working at Fidelity Investments since 2023. He has held multiple roles in the financial services industry, including positions as a Financial Consultant at E*TRADE from 2022 to 2023, an Investment Consultant at Charles Schwab in 2022, and a Financial Solutions Advisor at Bank of America-Merrill from 2018 to 2022. Stephen focuses on building trust with clients by understanding their unique financial situations and co-creating financial plans that align with their personal and financial goals. He emphasizes financial education and guidance to help clients develop, implement, and maintain plans that instill confidence. Outside of his professional responsibilities, Stephen has interests in concerts, fitness, music, pets, reading, and yoga.

Kenneth Reske is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with LPL Financial since 2009 and is also co-owner of Reske Consulting, LLC, a family business established in 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jared Greanya is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 designation and previously worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2012 to 2022 before joining Thrivent in 2022. 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, while keeping these services separate.

Jorden Trochelman is a financial advisor with Thrivent Investment Management based in Brookfield, WI. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. His prior work includes roles at Fidelity Brokerage Services and RUSSELL Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers a consolidated billing option for planning combined with managed-account services.

Terry Thompson is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1991. Outside of his advisory role, Thompson is involved with Resurrection Lutheran Church as Council President and is a business owner of a recording studio. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Kelli Downs is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Robert W. Baird & Co. since 1996. 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, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and tax-management strategies, supported by internal research and tools including the use of artificial intelligence.

Michael Klein is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, he is the owner of Ripple Records LLC. Michael Klein 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 customized financial planning and portfolio management services using a range of investment strategies and overlays tailored to client goals and risk tolerances.

Jamie Spindler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Sii Investments, Inc. for five years before joining LPL Financial in 2018. Outside of his advisory role, he serves as a successor trustee for a family trust and manages Spindler Investments LLC, an investment-related business entity. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Lucas Plese is a financial advisor with Wells Fargo Clearing in New Berlin, WI, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 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 grounded in an IPS-driven advisory process based on modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Drew Schwartz is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports in partnership with its financial advisors.

Scott Dziubek is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial since 2026. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2016 to 2026. In addition to his advisory role, he is involved as a sports and fitness coach with Franklin Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Evan Sinda is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Sinda is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Michael Ovsak is a financial advisor with LPL Financial in Brookfield, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Ameriprise for two years. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio strategies.

Mitchell Andrews is a CFP® professional with four years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include positions at Securities America Advisors and Securities America, Inc. He also works as a tax preparer outside of his advisory duties. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that can include a variety of investment types.

Princess Davis is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Her prior roles include four years at Baird and positions at Principal Financial Group, Humach, and Metro Market. Outside of advising, she is a limited partner in Golden Root Colective, a recreational enterprise based in Milwaukee. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including comprehensive financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.

Lance Lesage is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and North Shore Bank. Outside of his advisory role, he is an assistant swim coach at Schroeder Aquatics. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.