Deidra Catus is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 66 credentials and six years of industry experience. Her career includes roles at Morgan Stanley, Empower Financial Services, J.P. Morgan Securities, and Fidelity Investments. Outside of finance, she is the owner of The DMW Collection LLC, an art and culture business based in Texas. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, with a non-discretionary advisory approach supported by an extensive affiliate network.

Patrick Fennelly is a financial advisor with Morgan Stanley in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he serves as a forensics judge at Brookfield East High School and is a board member and vice chairman of the finance committee at Penfield Children’s Center, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and scenario modeling, primarily acting in an advisory capacity.

Wendy Wolfe is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2011. She 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 institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services to meet client goals and risk tolerances.

Debra Owen is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. Her work history includes roles at First Allied Advisory Services, First Allied Securities, and Cetera, where she has been since 2020. Outside of her advisory role, she is involved with The La Bri Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and investment models.

Brian Sandblom is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 credentials and worked at Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management arrangements, and a broad range of brokerage and insurance products through an integrated platform.

Sean Stockman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2021 to 2025, and has experience with Primerica and other firms. Outside of his advisory role, he was involved with Corner Street Communications, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from various sources to support diversified and alternative investment strategies.

David Dziubek is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including six years at Ameriprise and four years at Ameriprise Financial Services, Inc. He is based in Brookfield, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Crystal Sdano is a financial advisor with Osaic Wealth, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked with firms including Woodbury Financial Services Inc and Cetera Advisor Network and serves as CEO and financial advisor at Dream Plan Enjoy LLC, doing business as Savaglia Financial Advisors. Her outside business activities include life, health, and disability insurance sales as well as document notarization for clients. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, managed accounts, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports multiple platform solutions, serving individual investors, corporations, pension plans, and charitable organizations.

Maria Mc Dermott is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 63 designation and bringing 24 years of industry experience. She has worked at Robert W. Baird & Co. since 2006. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, and implements strategies using both in-house and third-party managers across a range of traditional and non-traditional asset classes.

Connor Wiesner is a financial advisor at Wells Fargo Clearing in Milwaukee, WI, holding the CFP®, CFA®, and ChFC® designations with nine years of industry experience. His prior roles include positions at Principal Life Insurance Company, U.S. Bancorp Investments, and Lincoln Financial Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Alison Couch is a financial advisor with Robert Baird & Co. in Milwaukee, WI. She holds a Series 65 designation and has six years of industry experience, including prior roles at Heck Capital Advisors, LLC and Aflac. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, using a blend of manager-traded and model-traded strategies supported by internal research and technology.

Thomas Niswonger is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has been with Baird since 2019. Prior to his current role, he worked at Rexnord Power Transmission from 2017 to 2019. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning, consulting, and portfolio management services, utilizing a mix of manager-traded and model-traded strategies along with overlay management and tax-management capabilities.

Yesica Rojo Torres is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Morgan Stanley Private Bank, Spectrum Investment Advisors, and held academic roles at Marquette University and the University of Illinois at Urbana-Champaign. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and maintains a diverse array of retail and institutional financial services.

David Kelnhofer is a financial advisor at Robert W. Baird & Co. with 7 years of industry experience and holds a Series 66 designation. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as a board member for Pewaukee Parks & Recreation and is involved in marketing survey work. 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 financial planning and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

Easton Meckl is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Bryan Jansen - Thrivent Financial. Outside of finance, he has experience working at the Oconomowoc Golf Club for six years. 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 financial planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Eric Corbeg is a CFP® with 14 years of industry experience, currently associated with LPL Financial since 2021. His prior experience includes roles at EMC Financial LLC and Waddell & Reed, Inc., as well as involvement with the Safari Club International-Wisconsin Chapter and the Waukesha Gun Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support various investment strategies.

Troy Deibert is a financial advisor with Edward Jones in Pewaukee, WI, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at HNTB Corporation for 16 years. Outside of finance, he was involved with the Pewaukee Sussex United Soccer Club for seven years. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Thomas Chappelle is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he works as a yoga instructor at Healium Hot Yoga Studio in Milwaukee, teaching occasional classes. Ameriprise offers comprehensive retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Matthew Garrity is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2024. His previous work experience includes roles at Direct Supply, GNC, DoorDash, Sendiks Food Market, and the University of Minnesota-Duluth. 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 institutional clients. The group provides customized financial planning and portfolio management services using a range of strategies and manager options, as well as municipal advisory and public finance services.

Theodore Linn is a financial advisor at Robert Baird & Co. with five years of industry experience. Prior to joining Baird in 2021, he served eight years in the United States Marine Corps. Outside of his advisory role, he is a co-founder of Locaris, a resident referral business. He works within The DDK Group at Baird, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.