John Zielinski is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, Zielinski serves as an advocate for Wisconsin DECA in Milwaukee Public Schools, supporting leadership training and competitive opportunities for high school business students. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services using a variety of investment strategies and offers additional municipal advisory and public finance services.

Dominic Rice is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Woodbury Financial Services, Girard Securities, and Securian Financial Services. Rice also engages in fixed insurance sales through Matrise Polzin and Co and MPC Insurance Services. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process and multiple custodial and affiliated relationships.

Anh Hang is a financial advisor with Primerica Advisors in Greenfield, WI, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior roles include positions at PFS Investments Inc., Performance Food Group, and Primerica Financial Services. Anh is also employed at the University of Wisconsin Parkside. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, offering advisory services based on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and execution services from BNY Mellon Advisors and Pershing.

Scott Anderson is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2000. Outside of his advisory role, Anderson serves as a Petty Officer 1st Class in the United States Navy Reserve and is involved in fundraising as a board member for Ducks Unlimited of Milwaukee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Samuel Burkart is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Securities America, Inc., Mutual of Omaha Investment Services, and Mutual of Omaha. Outside of his advisory role, Burkart is the founder of Burkart Financial, an insurance sales business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Andrew Dadisman is a financial advisor with Primerica Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Bonfe, Tena Companies, and Wells Fargo Bank NA. He is also involved in sales of non-investment products such as home security and automation through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure.

Paul Smith is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

James Bors is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and accumulating 26 years of industry experience, all with the same firm. He also serves as Treasurer for the Woodland Shores Homeowners' Association. The DDK Group, part of Baird's Private Wealth Management department, provides services to individuals, corporate and business clients, pensions, and charitable organizations through a variety of financial planning, portfolio management, and custody solutions. Baird manages approximately $394 billion in regulatory assets and employs a combination of manager-traded and model-traded strategies, utilizing internal research and technological tools.

Wade Ullsperger is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a prior role at Metlife Securities. Outside of advising, he is also involved in individual life and group health insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational programs using firm-approved analytical tools, with planning engagements structured as collaborative, ongoing relationships.

Brent Ogden is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Commonwealth Financial Network and Avantax Advisory Services. Ogden has also worked in various capacities outside finance, including at the University of Wisconsin-Whitewater and the Wisconsin PGA Junior Foundation. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary frameworks.

Andrew Lien is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2005. Outside of his advisory role, he is a passive investor in DMS Supplements LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and 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 and offering various investment strategies including traditional and non-traditional allocations.

Brian Arvai is a Financial Consultant I at Fidelity Investments, where he has been working since 2026 in his current role. His career at Fidelity includes previous positions as a Planning Consultant from 2025 to 2026, Relationship Manager from 2023 to 2025, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, Brian worked at Wells Fargo Advisors as a Client Associate from 2021 to 2022 and served as a Service Manager at Wells Fargo from 2019 to 2021. Brian's approach to financial planning emphasizes building genuine relationships with clients to understand their individual stories, goals, and challenges. He focuses on co-creating tailored financial strategies that help clients navigate their financial journeys with confidence and clarity. His experience spans various roles within financial services, allowing him to provide personalized guidance and support. Outside of his professional work, Brian enjoys baseball, camping, fishing, football, golf, and outdoor adventures.

Michael Patterson is a financial advisor at OSAIC with 34 years of industry experience. His previous roles include positions at Woodbury Financial Services Inc. and Voya Financial Advisors. Outside of his advisory work, he has served on the Pastoral Council of St. Joseph Catholic Church. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Kyle Baus is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. Prior to his career in finance, he served with the Milwaukee Police Department for 17 years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning relationships that utilize firm-approved tools to support client goals.

Keith Black is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Baird in 2025, he worked at Heritage Investment Services, Inc. and Commonwealth Financial Network for 17 years, and Edward Jones for one year. He is a notary public and has ownership interests in Heritage Investment Services, Inc. Baird’s DDK Group serves a diverse client base including individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, supported by internal research and investment professionals.

Joshua Konkel is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is active as a non-variable insurance agent for Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and various institutional entities. The firm employs a model-driven investment approach, emphasizes access to third-party asset managers, and provides non-securities services such as affiliated trust and insurance offerings.

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.