David Wahl is a financial advisor at Ameriprise with 32 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and BMO Harris Financial Advisors. He serves on the Board of Directors for Share the Gospel, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Brett Dawsey 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 & Co. since 2016. Outside of his advisory role, he serves on the investment committee for Civic Music Milwaukee. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with ongoing manager selection and monitoring by home-office professionals.

Ethan Arneson is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and Morgan Stanley. Outside of his advisory role, he participates in an investment club with friends. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing manager selection supported by internal research and technology.

Amanda Ignasiak is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2013. She has 12 years of industry experience. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Judy Villegas is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience. She has been with Robert W. Baird & Co. for 28 years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a range of investment strategies and internal research tools.

Kelley Wolff is a CFP®-designated financial advisor at RBC Capital Markets with five years of industry experience. Prior to joining RBC in 2026, Wolff worked at Edward Jones, Robert W Baird, and the Commonwealth Bank of Australia. Wolff also operated Milwaukee Food & City Tours from 2015 to 2017. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services. The firm utilizes both in-house and third-party investment managers and provides options for tax management, rebalancing frequency, and responsible investing.

Shannon Daly is a CFP® professional with 15 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines and has previously worked at Northwestern Mutual, Strategic Advisers INC, and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice with an emphasis on diversified portfolios, rebalancing, and a long-term investment approach.

Alexa Robinson is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, she held roles at Bottle House 42, Trader Joe's, Lake Tribe Brewing Co., and other businesses. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including registered investment companies and model portfolios for intermediary platforms.

Laurence Kachel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been associated with Cetera and its affiliates since 2004 and leads Kachel Financial Group since 2012. Outside of advisory services, he serves as chairman of the board for the Greater Whitewater Committee, a nonprofit focused on local business attraction, and holds board roles in education and charitable organizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party model portfolios, providing a wide range of program structures and investment solutions.

Elijah Crooker is a financial professional at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 credential and previously worked with Cetera and The Milwaukee Bucks. Outside of his advisory role, he has experience as a sales associate for the Milwaukee Bucks. Cambridge Investment Research Advisors serves a diverse client base including individual investors and institutions such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Collin Heitfeld is a financial advisor at Stifel in Waukesha, WI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at FIS Global, UPS, and RBC Capital Markets LLC. He has also been involved with the Southwest Aquatic Team. Stifel serves a broad range of clients including individuals, institutional accounts, and charitable organizations, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Russ is a financial advisor at Robert W. Baird & Co. with seven years of industry experience and a Series 66 designation. He has been with Baird since 2017 and also has prior experience with Northwestern Mutual. Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Tricia Uttech is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Uttech serves on the Board of Elders at Watertown Moravian Church in Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jay Weideman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 22 years of industry experience. He previously worked at Edward Jones from 2003 to 2022 before joining Raymond James in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as employer advisory programs.

James Sidders III is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Based in Waukesha, WI, he operates within one of the largest wealth management firms. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and committee-driven investment insights.

Lauren Vollrath is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Company since 2012. Outside of her advisory role, she serves on the boards of the Milwaukee Youth Symphony Orchestra and the Milwaukee Youth Arts Center Foundation, participating in their investment and finance committees. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in‑house and third‑party managers to implement a variety of traditional and non‑traditional investment strategies.

Paul Wickert is a financial advisor with Cetera in Milwaukee, WI, holding a ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including roles at Fiduciary Trust, Avantax Insurance Agency, and Avantax Investment Services. Outside of advisory work, he is a partner in Root Creek Investments of Greenfield LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated and third-party model strategies across various program structures.

Aaron Cross is a financial advisor with LPL Financial based in Milwaukee, WI, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including long-term tenure at BMO Bank NA and M&I Trust Company in various financial services roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Alexandria Simons is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird since 2011. Alexandria serves as a Finance Committee Member for Friends of Lakeshore State Park. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management and customized investment strategies.

Constance Carmony is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to develop financial plans.