Marsha Kademian is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has held roles at Cetera Investment Advisors and Cetera Advisors since 2022, and previously worked at First Allied Advisory Services and First Allied Securities from 2000 to 2022. She is also president of Kademian Financial Group, Inc., a registered investment advisory firm. Cetera Investment Advisors LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Scott Mank is a financial advisor with Edward Jones in Oak Creek, WI. He holds the Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive nationwide network of advisors and branches.

Jay Schwab is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Northwestern Mutual and H. Beck, Inc. Schwab serves on the board of the Hales Corners Lutheran Church Foundation, participating in quarterly meetings and community events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations covering a broad range of financial topics. The firm separates planning from managed account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Roger Klumb Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Ashley Carlson is a CFP® with two years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. She previously worked at Merrill and has diverse experience including involvement with Milwaukee Pedal Tavern, Get Pie, PBC, and Get Hot Yoga. The DDK Group at Robert W. Baird & Co., where she works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies supported by home-office research and distinguishes itself through strategic partnerships and municipal advisory services.

Jay Murphy is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 17 years before joining RBC Capital Markets in 2025 and City National Bank in 2026. Outside of his advisory role, he owns Chick-n-Whistle LLC, a business not related to investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that combine portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Bernard Lynn is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at BMO Harris and BMO Harris Financial Advisors prior to joining LPL Financial in 2021. 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 financial planning, various advisory programs, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Katie Wilm is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. She has less than one year of industry experience and previously worked in education and hospitality roles, including positions with Teacher's On Call and multiple school districts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority or institutional portfolio management.

Henry Otten is a financial advisor with Stifel in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for the Knights of Columbus Council 4648 in Brookfield, where he supervises the council’s financial activities and participates in community charitable events. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Anthony Braun is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding a Series 63 designation and 37 years of industry experience. He has been with Robert Baird & Co. since 1993. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies including traditional and non-traditional allocations.

Connor Jacoby is a financial advisor at RBC Capital Markets with one year of industry experience. Prior to joining RBC, he worked at Overstocked Retail, a construction and reselling company, and has served as a referee for the Wisconsin Interscholastic Athletic Association. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through various advisory programs.

Sara Pitcel is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. She holds a Series 66 designation and is based in Waukesha, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Michael O'Brien Sr. is a financial advisor with Edward Jones in Shorewood, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Ryan Vandeloo is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial plans and allows clients to integrate planning with managed accounts under a consolidated billing option called WealthPlan, while maintaining separate planning and management services.

Michael Hilbert is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with eight years of industry experience. He holds the Series 66 designation and has worked at Baird since 2020, following prior roles at Edward Jones between 2016 and 2020. Baird’s DDK Group serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and proprietary research tools to support its advisory work.

Herman Hodes III is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Nicholas Company and William Blair & Company. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and 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, utilizing internal research and model-based strategies to support client advice.

Kevin Duffey is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, Duffey is an owner and member of Common Investment Partners, LLC, a non-investment related business. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning, portfolio management, and consulting services, utilizing a range of investment strategies and manager options to meet client goals.

George Wong is a Series 66-credentialed advisor with Robert Baird & Co. in Milwaukee, WI, where he has worked since 2019. He has three years of industry experience following a period as a full-time student. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutional clients, and charitable organizations through tailored financial planning and portfolio management services. The firm offers a range of strategies including discretionary management, separately managed accounts, and overlay services, with capabilities spanning traditional and non-traditional investments.

Berent Kowarick is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Morgan Stanley before joining J.P. Morgan Securities in 2018. Outside of his advisory role, Kowarick is a partner in Investors Associated LLP, a real estate partnership managing a portfolio of properties in select secondary markets. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

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.