Rezart Ismolli is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Daniel Halstead is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 certifications and 12 years of industry experience. He has worked at J.P. Morgan and Wells Fargo in various roles since 2015. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lisa Duerr is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Robert Baird & Co. since 2012. Outside of her advisory role, she is an owner/member of Common Investment Partners LLC, a passive investment entity. The DDK Group at Robert W. Baird & Co. serves a diverse client base, including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs, supported by internal research and technology-assisted investment strategies.

Scott Latzke is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Strong Capital Management. In addition to his advisory work, he is involved in independent insurance brokering. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Kroeninger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies, as well as operating his own advisory business since 2000. In addition to advising, he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

James Longe is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and M&I Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Michelle Buestrin is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience and holds a Series 66 designation. She has been with Robert W. Baird since 2011. Outside of her advisory role, she owns and operates Open Books, a business creating and selling journals and sketchbooks online and at craft fairs. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, supported by ongoing manager selection and internal research.

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 at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at LPL Financial, Johnson Wealth Inc., Johnson Bank, and Robert W. Baird. She is based in Milwaukee, WI. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, 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 at LPL Financial with nine years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and BMO Harris Bank. Gonzales is also a commissioned notary for the State of Nebraska. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services platform.

David Lindberg is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior work includes positions at Citigroup Global Markets from 1993 to 2009 and extensive tenure at Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009. He serves on the board of BIOLOGIQ, Inc., a company specializing in the development and manufacture of biodegradable plastics. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and investment committee resources.

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 25 years of industry experience. He has been with Edward Jones since 2003 and has longstanding involvement with the YMCA West Suburban and the Wisconsin Interscholastic Athletic Association. Outside of advising, Faust is involved in managing family-related real estate entities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including both discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

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 eight years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, leveraging manager selection, internal research, and a combination of manager-traded and model-traded strategies.