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 at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Grove Point Investments, Elmbrook Associates, Annex Wealth Management, H. Beck, and Waterstone Financial Group. Dearing is also affiliated with Elmbrook Associates, which operates as a DBA for his LPL business. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non‑advisory financial product offering.

Alejandro Sanchez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch Private Wealth and Extreme Reach, among other roles. Outside of finance, he has been involved with the Belmont United Soccer Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

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 with LPL Financial in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Educators Credit Union for six years, The Walt Disney Company for one year, and the University of Wisconsin - Parkside for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

John O'Neil is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes positions at The Prudential Insurance Company of America, Pruco Securities LLC, and CIBC Bank USA. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

John Gamache is a financial advisor with LPL Financial based in Waukesha, WI. He holds Series 65 and Series 66 licenses and has 26 years of industry experience. Prior to joining LPL Financial, he worked at The Investment Center, Inc. and IC Advisory Services, Inc. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 in Milwaukee, WI, holding a Series 66 designation and with 26 years of industry experience. His prior work includes positions at Royal Alliance Associates, Sii, MSI Financial Services, Guardian Life, and Equitable Advisors. Outside of his advisory role, he is an independent contractor and insurance agent with Vantagepointe Financial Group, focusing on fixed insurance products. OSAIC Wealth serves a wide range of clients including individual investors, retirement plans, charities, and corporate entities through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and provides access to various managed account strategies and third-party money managers.

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.

Paula Dowling is a financial advisor at RBC Capital Markets with 36 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Merrill and U.S. Bancorp Investments, Inc. Outside of finance, she performs singing engagements for weddings, funerals, masses, and theater, and serves as an election judge with the Rockford Board of Elections. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies executed through a range of in-house and third-party managers.

William Schweitzer is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortis Investors, Inc. and Penn Mutual Life since 1992. Schweitzer is a board member of Friends for Health in Haiti and also provides tax preparation services through his business, WJS Wealth Management. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization and provides a range of programs such as financial planning, unified managed accounts, and retirement plan consulting.

John Roesner Jr. is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Robert Baird since 2006. Robert Baird’s DDK Group, where Roesner works, serves a range of clients including individuals, corporate entities, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, internal research, and technology including artificial intelligence in its advisory process.

Kayla Hollenbeck is a financial advisor at Robert Baird & Co. with six years of industry experience. She has worked at Baird since 2019 and previously spent eight years at Continental Properties. Kayla holds the Series 66 designation. 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, charitable organizations, and other institutional clients with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Timothy Wojs is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Robert W. Baird since 2005. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporations, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and tools with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Erik Dahlberg is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 38 years of industry experience. He has been with Robert Baird & Co. since 1987. Outside of his advisory role, he is the owner of a family farm operated as an LLC. 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jaedon Abraham is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors, he worked in various roles including at Choreo and in small business operations. He has a background that includes work in pressure washing and food service. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a broad range of clients including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver customized investment solutions.