Robert Schultz is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 65 and Series 63 credentials and bringing seven years of industry experience. He previously worked at CWM, LLC, Red Cedar Capital, Cyprium Partners, and served at Creighton University. Robert W. Baird & Co. is an institutional firm with over 2,600 advisors. Its DDK Group focuses on private wealth management for individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and brokerage services supported by manager‑traded and model‑traded strategies and internal research 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 having eight years of industry experience. His prior roles include positions at Intrua Financial, LPL Financial, Northwestern Mutual Wealth Management Company, and other firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice, utilizing a combination of investment research, third-party data, and algorithmic tools.

Scott Willms is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Robert W. Baird & Co. since 2013, with a two-year period at U.S. Bancorp Investments, Inc. in between. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of strategies including traditional and non-traditional investments.

Heather Terpstra is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Robert W. Baird, Inc. for nine years and North Shore Bank for three years. Charles Schwab & Co., Inc. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized operational and custodial services.

Samuel Erickson is a financial advisor with LPL Financial in Brookfield, WI, holding a Series 66 credential and three years of industry experience. His prior roles include positions at BMO Harris Bank and Eagle Strategies (NY Life). Erickson has also worked in education and community organizations earlier in his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services supported by a large network of advisors and a diverse platform including model portfolios, third-party asset management, and institutional programs.

Daiana Szef is a financial advisor at J.P. Morgan Securities in Milwaukee, WI, with seven years of industry experience. She holds the Series 63 and Series 65 designations and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2019. Her prior experience includes roles at Johnson Controls, Marquette University, and JPMorgan Chase and Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s investment process integrates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Robert Lalich is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with five years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Wells Fargo Funds Distributor, LLC, Quasar Distributors, LLC, and U.S. Bancorp Fund Service, LLC. Robert W. Baird & Co.’s DDK Group is part of its Private Wealth Management department, 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 manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence.

David Morris is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank from 2020 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning services, leveraging in-house and third-party investment managers along with integrated capital markets capabilities.

Stefanie Theuer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes roles at BMO Harris Financial Advisors, Inc., BMO HARRIS Bank, and M & I Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party asset managers, and customized strategies.

Jeremy Lancour is a financial advisor with LPL Financial in Brookfield, WI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Augustine Financial, Commonwealth Financial Network, Storm Fischer Investment Group, and PNC Bank. Lancour is also involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, utilizing model portfolios, subadvisors, and customized strategies.

Esther Inyang is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including PNC Investments LLC, U.S. Bancorp Investments, Inc., and M&I Financial Advisors, Inc. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking investment approach and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Patrick Mc Guinnis is a CFA® charterholder and financial advisor with Cetera, based in South Milwaukee, WI. He has four years of industry experience, including prior roles at Avantax and Wells Fargo Asset Management. Outside of advisory work, he is a flight instructor teaching fundamentals to new students. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, employing a multi-manager platform with access to affiliated and third-party investment strategies.

Brennen Tofson is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and two years of industry experience. His prior work experience includes roles at Wilderness Resort, Wild Rock Golf Club, and Wealth Distribution Strategies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs through a broad network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Darin Dequardo is a financial advisor with LPL Financial based in Brookfield, WI, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior work includes roles at G2 Insurance Services, Ohio National Financial Services, and THE O.N. Equity Sales Company. Outside of his advisory work, he is involved with Dequardo Insurance Services, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, leveraging both proprietary and third-party strategies across advisory platforms.

Daniel Mares is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at BMO Bank, N.A. for six years and held positions at Local Job Network and Chase Bank, N.A. He serves as a board member of the Riverview Pointe Home Owners Association, overseeing monthly operations and contract negotiations. 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 under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary advisory solutions under a fiduciary standard.

James Hyndman IV is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc., Packerland Brokerage Services, Inc., and New England Securities. Outside of his advisory role, he has operated as a financial aid consultant through Iron Board Financial LLC and worked as an Uber driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, leveraging both proprietary research and technology to support its network of over 22,800 advisors.