Amy Ley is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services Inc, Girard Securities, Inc., and Matrise, Polzin & Company. In addition to her advisory role, she serves as a shareholder and board member of Midwest Planning Company and is involved in fixed insurance sales and health insurance agency activities. OSAIC Wealth provides a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a variety of managed portfolio programs delivered through a complex network of affiliated entities.

Elizabeth Lailer is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and totaling 26 years of industry experience. Her prior roles include positions at Johnson Wealth Inc, Robert W. Baird, and LPL Financial. She is based in Milwaukee, WI. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Daniel Bowerman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Angelo Gonzales is a financial advisor with LPL Financial in Brookfield, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at BMO Harris Bank and Wells Fargo Clearing, as well as Wells Fargo Bank, N.A. He 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 portfolios, and institutional platforms, supported by extensive technology 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 Series 66 licensed financial advisor at Robert W. Baird & Co. with five years of industry experience. She has been with Baird since 2021 and previously worked in educational roles including positions at Line Range Preschool and Menomonee Falls School District. Laura is part of The DDK Group, a team within Robert W. 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 advisory services including financial planning, portfolio management, and separately managed account programs, utilizing ongoing manager selection and internal research tools.

Michael Poludniak is a Resident Director at Merrill, specializing in retirement planning and investment management. He began his career in finance in 2001, providing consultative services in 401(k) plans and benefit services. Since joining Merrill in 2010, he has expanded services and resources for both business and personal clients. Michael holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He delivers comprehensive plan governance services, guiding clients in establishing and maintaining efficient and compliant retirement plans. His expertise includes retirement income strategies, social security claiming techniques, long-term care guidance, college savings analysis, and planning for special needs children. He works with for-profit and not-for-profit organizations, offering Fiduciary Advisory Services and customized plan strategies. He earned a Bachelor's degree from the University of Wisconsin System. Michael is also involved in professional and community organizations such as the Independent Business Association of Wisconsin, where he serves as a board member, the Rotary Club of Burlington, for which he is also a board member, as well as the Burlington Chamber of Commerce and the Waukesha County Business Alliance. Additionally, he dedicates time to coaching youth soccer through UpWards Sports and the Waukesha Community Soccer League.

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 been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan solutions informed by research and modern portfolio theory.

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.

Jessica Vecitis is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and three years of industry experience. She previously worked at Dunham Trust Company and Dunham & Associates Investment Counsel for two years and spent seven years at the University of Kentucky. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, providing a range of investment strategies from traditional to non-traditional approaches.

Zachery West is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Fisher Investments and Northwestern Mutual, with a career spanning advisory and investment services roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advisory approaches.

Gary Barutzke is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Baird in 2025, he worked for Allspring Global Investments, Inc. for 21 years. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and strategic partnerships.

Ryan Lundeen is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Robert W. Baird & Co. and has previously worked at Ellenbecker Investment Group, Annex Wealth Management, and JPMorgan Chase. 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, utilizing a combination of manager-traded and model-traded strategies along with internal research tools.

Eric Sobczak is a financial advisor with Robert W. Baird & Co. in Brookfield, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers financial planning, portfolio management, and consulting services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Donald Hayden is a financial advisor at LPL Financial with 44 years of industry experience. He holds a Series 63 designation and has worked with firms including Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and his own Hayden Financial. Hayden also maintains a non-variable insurance-related business activity at Hayden Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

Meghan Dean is a CFA® charterholder with 21 years of industry experience, currently serving at Robert W. Baird & Co. since 2007. She holds a Series 66 license and is based in Milwaukee, WI. Outside of her advisory role, she serves on the investment committee for Divine Savior Holy Angels High School and is director and treasurer of the Sarah M. Hegarty Foundation, a memorial fund. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a variety of managed account strategies and internal research tools to support its advisory services.

Madeline Falkenberg is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at UMB Fund Services and Xiogenix, as well as involvement with the University of Wisconsin - Milwaukee and several local organizations. Robert Baird & Co. is a large institutional firm serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm employs a range of investment strategies and combines manager-traded and model-traded SMA approaches, supported by internal research and technology, including artificial intelligence, to provide advisory services.

Spencer Von Rueden is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Trinity Financial Planning and Empowered Financial Management. Prior to his advisory career, he was involved in the hospitality industry at Crandall's Peruvian Bistro. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.