Ruth Kitzmann is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior work includes roles at RBC Capital Markets and City National Bank before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Stephen Hayes is a financial advisor with OSAIC based in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at SagePoint Financial, MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Hayes is also involved in independent financial advisory activities through entities such as High Point Capital Group and TVG Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a broad range of integrated brokerage and advisory services, leveraging asset-allocation tools, risk-tolerance assessments, and third-party platforms to tailor portfolio management across various asset classes.

Kevin Dailey is a financial advisor with Wells Fargo Clearing in Mequon, WI, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. 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 broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Thomas Wagner is a financial advisor with Ameriprise in Elkhorn, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver customized, non-discretionary retirement income advice.

Pamela Cain Henry is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Robert Baird & Co. since 1998. Outside of her advisory role, she manages a rental property in Milwaukee. 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 provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and access to a range of traditional and alternative investment strategies.

Debra Schmoker is a financial advisor at Robert Baird & Co. with 36 years of industry experience. She has been with Robert Baird & Co. since 1999 and holds a Series 63 designation. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing both in-house and third-party managers.

Stephen Barnes is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His career includes over two decades with Waddell & Reed, Inc. and experience with Kaplan Financial. Barnes has also been involved with local organizations such as the Waukesha County Business Alliance and the Waukesha YMCA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources alongside discretionary and non-discretionary management options.

Harry Mewes is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2006, including roles at Cetera Investment Services LLC from 2006 and Waukesha State Bank since 2000. Outside of advisory services, he is involved in the sale of fixed insurance products through Waukesha State Bank's insurance agency and makes occasional referrals to wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary programs, and diverse account structures.

Thomas Naleid is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird since 2016. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by ongoing manager selection, internal research, and advanced tools such as artificial intelligence.

Allen Dearing is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and H. Beck, Inc. He is also associated with Elmbrook Associates, a 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. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Alejandro Sanchez is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill Lynch Private Wealth and Extreme Reach, and his background includes roles outside finance such as involvement with a soccer club and a health and fitness startup. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Daniel Gehring is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 wide range of advisory programs and investment options through a large nationwide network of advisors and branch offices.

Brian Roell is a financial advisor with Mass Mutual Investors Services in Milwaukee, WI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. Outside of his advisory role, Roell serves as a trustee for two family trusts and is involved with Roell Capital Management LLC in the sale of individual life and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring financial planning as annual, collaborative engagements that emphasize written recommendations and goal-based analysis.

Andrew Due is a financial advisor at LPL Financial based in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Educators Credit Union, The Walt Disney Company, and the University of Wisconsin - Parkside. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

John O'Neil is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and CIBC Bank USA. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales.

John Gamache is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2025 and has concurrently worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from internal and third-party sources across various investment strategies.

Chad Durfey is a financial advisor with Ameriprise in Mount Pleasant, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory work, he serves as a member of the Finance Ministry Team for Grace Church, where he reviews and votes on the budget, liabilities, and project spending. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Corbin Weyer is a CFA® charterholder with 16 years of industry experience, all spent at Robert W. Baird & Co. He is based in Milwaukee, WI, and holds a Series 63 license. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of SMA strategies, tax-management tools, and proprietary research including artificial intelligence in client advice.

Patrick Modjeski is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 66 designation and 26 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2018 and at Sii from 2016 to 2018. In addition to his advisory role, he is involved as an insurance broker and agent in the sale and service of fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large affiliated adviser network. The firm provides integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to construct portfolios across various asset classes.

Ian Albin is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He joined Baird in 2025 and has prior work experience in hospitality and retail management, including roles at Kilroys Sports Bar and Gold Casters Jewelry Store. Outside of finance, his background includes several years at Rolling Hills Country Club and Showplace Family Entertainment. Ian is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with ongoing home-office research support.