Samantha Sparks is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

John Cremer is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, where he has worked since 2016. 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 broad range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and specialized strategies such as tax management and direct indexing.

Alyssa Dahms 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 & Co. since 2012. Outside of her advisory role, she is an owner of a rental property used both as a vacation home and for short-term rentals. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of traditional and alternative investment strategies.

Nicholas Hunzinger is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at Osaic Wealth, Inc. based in Milwaukee, WI. His prior roles include positions at Sagepoint Financial Inc, Mutual Advisors, LLC, Wealth Partners Financial Services, BMO Harris Financial Advisors, and Morgan Stanley. In addition to his advisory work, he operates Athena Fiduciary Advising LLC, providing investment and financial planning services, and is involved with High Point Capital Group as a wealth advisor. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions. The firm is notable for its complex corporate structure, multiple platform integrations, and a variety of investment options including stocks, bonds, mutual funds, ETFs, and alternatives.

Grant Peyron is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and also serves as a financial strategist at Corporate Central Credit Union since 2021. Outside of his advisory roles, he is involved in multiple financial service activities, including working with SimpliCD and QuantyPhi platforms. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform that supports discretionary and non-discretionary strategies across multiple program and custodial structures.

Andrew Keller is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with JPMorgan Chase Bank NA since 2016 and JPMorgan Securities LLC since 2014. Outside of his advisory role, Keller serves as Chair of the Foundation Board for the Betty Brinn Children's Museum. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while relying on an in-house manager solutions team and a centralized due-diligence framework.

Thomas Murray III is a financial advisor with J.P. Morgan Securities in New Berlin, WI, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Bank of America/Merrill Lynch, Prudential Financial, and Regal Financial Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Benjamin Johnson is a CFP® professional with five years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He has held positions with Raymond James entities since 2019 and is also associated with Intelligent Investors Group LLC in a support capacity. Johnson's career includes prior roles at Fresh Madison Market and educational institutions. 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, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and a broad advisor network, with specialized offerings in municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Grenier is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding CFP® and ChFC® designations and over 25 years of industry experience. He has been with Robert W. Baird since 2010. Grenier serves as a board member of the Milwaukee Winter Club. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pensions, corporations, and charitable organizations, utilizing a range of investment strategies and management approaches.

Diane Veenendaal is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. She has been with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kristin Lindblom is a CFA® charterholder with 28 years of experience in the financial industry. She has been with Robert W. Baird & Co. since 2001. Outside of her advisory role, she serves as Treasurer and board member of the Tourette Syndrome Association of Wisconsin. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and nonprofit clients through a range of consulting and investment management solutions.

Emma Hofman is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has prior work experience at The Ohio State University and Americas Restaurant. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning, portfolio management, and brokerage services using a variety of strategies and overlay tools to meet client goals and risk tolerances.

John Henningfield is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including over 20 years with Cetera Investment Services and more than two decades at The Equitable Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Henry Schlenker is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential and three years of industry experience. Prior to joining Baird in 2022, he worked at U.S. Bank Global Fund Services and has experience in both the financial and food service industries. 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 tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Robert Schultz is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Baird since 2021. Prior to that, he was with CWM, LLC, Red Cedar Capital, and Cyprium Partners, and also spent four years at Creighton University. Robert W. Baird & Co. is a large institution with over 2,600 advisors serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology-driven tools.

Matthew Coburn is a financial advisor with Robert W. Baird & Co. in Mequon, Wisconsin, holding a Series 63 designation and 33 years of industry experience. He has been with Robert W. Baird & Co. since 1997. Robert W. Baird & Co.'s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, discretionary and non-discretionary portfolio management, and brokerage services. The team customizes investment strategies based on client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and non-traditional asset classes.

William Ticali is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 1997. Outside of finance, he has been involved with Filippo's Italian Restaurant for 30 years and serves as Treasurer for St. John's Lutheran Church in Sullivan, WI. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored investment solutions combining in-house and third-party managers, offering services from financial planning to discretionary portfolio management.

Lukas Barthel is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cetera in Milwaukee, WI. His prior experience includes roles at Minnesota Life Insurance Co and Securian Financial Services Inc, as well as communications positions at Prime Communications Inc and Spring Communications Inc. Barthel is also involved with North Star Resource Group, where he provides financial advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Timothy Fuhr is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He has been with Robert Baird & Co. since 1993 and holds a Series 63 designation. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Paul Schuelke is a financial advisor with Ameriprise in Brookfield, WI, holding Series 66 and Series 63 registrations and eight years of industry experience. His prior roles include positions at Intrua Financial, LPL Financial, and Northwestern Mutual. Schuelke also provides investment advisory services through Intrua Financial LLC, an independent registered investment advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.