Michael Murray is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He has been with Robert Baird & Co. since 1996 and holds Series 63 and Series 65 designations. 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 financial planning and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Melissa Sanchez is a CFP® credentialed financial advisor with 29 years of industry experience. She has been with Robert W. Baird & Co. since 2017 and previously worked at Girard Securities, Mpc Advisors, Retirement Planning Corp, and Securian Financial Services. Sanchez serves as a board member of UpNort, LTD and is the treasurer for the Eagle Community Association. She is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded SMA strategies supported by internal research and tools, including artificial intelligence.

Dianna Richardson is a financial advisor at Edward Jones with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors.

Lori Troyer is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services for 20 years. Outside of her advisory role, she serves as president of Powers Memorial Library, where she oversees meetings and volunteers at fundraising events. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

Kevin Frisinger is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He has been with Robert W. Baird & Co. since 1999. He holds Series 63 and Series 65 designations. 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 charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Bradley High is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Retirement Advantage, OneAmerica Securities, Allspring Funds Management, BMO Harris Financial Advisors, and M&I Financial Advisors. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios, with a focus on tax-aware strategies and risk management.

Ashley Iwinski is a Series 66-credentialed financial advisor at Robert W. Baird & Co. with one year of industry experience. Her prior roles include positions at Cetera Wealth Services, Avantax Advisory Services, and DBHW Wealth Partners. She is also associated with DB Wehring Wealth LLC and Wehring & DB Tax and Wealth LLC, businesses offering retirement planning and tax services. She works within The DDK Group at Robert W. Baird, which serves individuals, corporate clients, pension plans, and charitable organizations. Baird provides a range of financial planning and portfolio management services using a variety of strategies, including separately managed accounts and tax-managed approaches, supported by ongoing manager selection and internal research.

Danielle Cull is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2023. She has two years of industry experience and previously worked with the Oconomowoc Area School District. Outside of her advisory role, she volunteers assisting with costume design for middle school musicals. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Kimberly Miller is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and over 20 years of experience with the firm. She also works as a photo lab specialist at Target Corporation, processing film and digital media prints on weekends. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with a variety of advisory programs and affiliated investment capabilities supported by a large national network of advisors and branch offices.

William Fris is a financial advisor with Equitable Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 1999. His other business activities include outside insurance work. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs multiple advisory models and third-party asset managers, focusing on customized investment strategies without sponsoring its own wrap fee program.

Richelle Holtzman is a financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2022 and previously was employed at Parkside Lending and Ricki Six Group LLC. Holtzman holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Michael Benash is a financial advisor with Robert W. Baird & Co. in Waukesha, WI. He holds the Series 66 designation and has two years of industry experience. His prior work history includes roles at LSEG and Fis. The DDK Group, part of 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 a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded SMA strategies, internal research—including AI tools—and maintains approximately $394 billion in regulatory assets under management as of December 31, 2025.

Scott Derus is a financial advisor with Robert W. Baird & Co. who holds Series 63, Series 65, and Series 66 credentials and has 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Allspring Funds Management, and Strong Capital Management. He is based in Waukesha, Wisconsin. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, with investment approaches supported by internal research and manager oversight.

Ross Skeen is a financial advisor with RBC Capital Markets holding a Series 66 designation and beginning his industry career in 2025. Prior to joining RBC, he was affiliated with FORM Wealth Advisors and has experience in various roles including positions at the University of Wisconsin and Enterprise Wood Products. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to client risk profiles and employs a mix of in-house and third-party investment managers.

David Christensen is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and its affiliates since 1999. Prior to his financial advisory career, he spent seven years with the Milwaukee Journal-Sentinel. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets.

Jennifer Ewert is a financial advisor with Robert W. Baird & Co. in Wind Lake, Wisconsin, holding a Series 66 credential and 15 years of industry experience. She has been with Robert W. Baird since 2003. Outside of her advisory role, she serves as a Girl Scouts troop leader and treasurer and manages a local youth soccer team. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Jeffrey Cardenas is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services, Inc. for 17 years. Outside of his advisory role, he serves as president of VIZANCE, Inc., an independent insurance agency specializing in property and casualty as well as life and health insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Patrick Bortz is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Axa Advisors, LLC from 2012 to 2020 before joining Ameriprise. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.

Neal Ignatowski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His work history includes roles at Cambridge Investment Research Advisors since 2017, Cambridge Investment Research since 2016, and Cetera Wealth Services from 2014 to 2016. Outside of advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of platform arrangements and investment strategies tailored to client objectives.

Patrick Schultz is a financial advisor with Edward Jones in Wales, WI, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.