Randall North is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he serves on the investment committees for Catholic Memorial High School and Community Care, Inc. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of in-house and third-party managers and strategies tailored to client goals and risk tolerances.

Mary Ellen Stanek is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2000. Outside of advising, she serves as a trustee for Faith in Our Future and as a board member and finance committee member for Wisconsin Energy Corporation. Baird’s DDK Group, where Stanek works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and provides services that include municipal advisory, discretionary and non-discretionary management, and the use of advanced research tools in client advice.

Jay Cunningham is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2021, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Jay worked as a Financial Advisor at Wells Fargo Advisors from 2017 to 2021 and at PNC Investments from 2015 to 2017. He also served as Associate Regional Director at Wells Fargo Advantage Funds between 2013 and 2015. Jay is a CERTIFIED FINANCIAL PLANNER4 professional with 13 years of experience in the financial industry. He emphasizes building trust through personalized financial planning and works closely with clients to develop tailored plans focused on their goals and priorities. Jay and his team provide ongoing guidance and clear communication to help clients navigate financial decisions confidently over the long term. Outside of his professional work, Jay's interests include family activities, football, golf, parenthood, running, and traveling.

Gregory Britsch is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at OSAIC since 2024. Prior to this, he was with Securities America Advisors and Securities America Inc, and he has been associated with Tri City Investments since 2009. Outside of his advisory role, he has experience in insurance sales through Northern States Brokerage. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers. The firm employs asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Rodger Premeau is a Series 66-credentialed financial advisor with 22 years of industry experience, currently with Equitable Advisors since 2006. He previously worked at Axa Advisors, LLC from 2006 to 2020. Outside of his advisory role, he serves on the board of a family computer consulting business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Gregory Baumgardt is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Edward Jones in Milwaukee, WI, since 2010. Outside of his advisory role, he serves as Vice President of a commercial painting contractor, Everywhere You Look, LLC. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supported by a large network of advisors and branch offices.

Donald Smiley is a CFA® charterholder with seven years of industry experience. He has worked at Robert W. Baird & Co. since 2017 following a period as a full-time student. Based in Milwaukee, WI, he is part of The DDK Group within Baird’s Private Wealth Management department. The DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services. Baird manages approximately $394 billion in regulatory assets and employs a combination of manager-traded and model-traded strategies, internal research, and technology, including artificial intelligence, in its investment approach.

Mark Bloomer is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked at Stifel Independent Advisors, LLC for 23 years before joining OSAIC in 2026. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm combines brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party managers, utilizing advanced asset-allocation tools and automated rebalancing to construct diversified portfolios.

Peter Duback is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement traditional and complex investment strategies.

Barbara Nelson is a financial advisor with Robert Baird & Co. in Elm Grove, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Robert Baird & Co. since 1995. She 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 group offers customized financial planning and portfolio management services using a range of investment strategies and overlays, including both traditional and non-traditional asset allocations.

Karl Weizenicker is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services and LPL Financial. Outside of his primary advisory role, he is involved with Savaglia Financial Advisors, providing financial planning and investment services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using a variety of asset-allocation tools and third-party solutions to construct portfolios tailored to client risk tolerance and investment objectives.

Hye Kwon is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. Prior to joining Baird, Kwon held roles in marketing, publishing, and hospitality, including presidency at Press. Waffles. The DDK Group at Robert W. Baird & Co., where Kwon practices, serves individuals, corporate clients, pension plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax-management and direct indexing, supported by internal research and artificial intelligence tools.

Joseph Schilz is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Grove Point Advisors. Outside of his advisory work, he is involved in tax preparation and accounting through his separate CPA practice. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing assets totaling more than $256 billion.

James Lemmenes is a financial advisor with Edward Jones in Elm Grove, WI, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a co-owner of a real estate business in Estero, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Ryan Haslbeck is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Equitable Advisors since 2013, including time at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Eric Leonard is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones and roles associated with professional soccer organizations Chicago Fire FC and Forward Madison FC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Lawrence Dreher is a financial advisor with OSAIC, holding a Series 66 designation and bringing four years of industry experience. His prior roles include positions at Woodbury Financial Services and Savaglia Financial Advisors, as well as over three decades with Mortgage Guarantee Insurance Corp. Outside of finance, Dreher has worked as a display pyrotechnician and operates a collectibles business focused on numismatics. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a wide network of financial advisers and advisory platforms. The firm combines brokerage and advisory services with portfolio construction tools and access to third-party money managers, offering both discretionary and non-discretionary account management.

Zachary Bernarde is a financial advisor with Raymond James Financial in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including LPL Financial, Manchester Investments, and Alliance Wealth Management Milwaukee, where he continues to provide various client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, employing tailored planning and analytical tools to support client goals.

Scott Cayo is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2010. He is based in Brookfield, WI. Outside of his advisory role, he is a co-owner of residential rental properties in Milwaukee, involving occasional upkeep activities. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and strategies, with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide.

Michael Olszewski is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 65 and Series 63 credentials and 18 years of industry experience. He has worked at R.W. Baird since 2024 and previously held positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Outside of his advisory role, he is the owner and operator of Green Ridge Stable. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, with investment strategies supported by internal research and manager oversight.