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 63 and Series 65 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 consisting of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

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 with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with various J.P. Morgan entities since 2015 and has prior experience at Johnson Controls and Marquette University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Robert Lalich is a financial advisor at Robert W. Baird & Co. with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Wells Fargo Funds Distributor, LLC, Quasar Distributors, LLC, and U.S. Bancorp Fund Service, LLC. He has been with Robert W. Baird since 2024 and is based in Milwaukee, WI. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies with ongoing investment research and tax-management capabilities.

David Morris is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, following a three-year tenure at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a tailored approach based on each client’s risk profile.

Esther Inyang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2017 and was previously with PNC Investments LLC from 2013 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through Wealth Advisors while clients retain final decision-making authority.

Patrick Mc Guinnis is a CFA® charterholder and holds Series 63, 65, and 66 licenses. He has four years of industry experience, currently serving at Cetera since 2025. His prior roles include positions at Avantax Advisory Services and Wells Fargo Asset Management. Outside of finance, he provides flight instruction and manages a bookkeeping business. Cetera Investment Advisers LLC serves a broad client base, including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of investment management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform featuring both affiliated and third-party investment options.

Brennen Tofson is a financial advisor with Equitable Advisors in Milwaukee, WI. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Wilderness Resort, Wild Rock Golf Club, Sauk County, and the University of Wisconsin Whitewater. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory solutions.

Darin Dequardo is a financial advisor with LPL Financial in Wauwatosa, WI, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include working at G2 Insurance Services, Ohio National Financial Services, and THE O.N. Equity Sales Company. Outside of advising, he operates Dequardo Insurance Services, focusing on non-variable insurance products. 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, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

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.

Michael Schroeder is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 24 years of industry experience. He has been with Robert W. Baird since 2013 and holds Series 63 and Series 66 licenses. Schroeder serves as Treasurer on the board of the Lakepointe Townhomes Condominium Association. Robert W. Baird & Co. provides wealth management services to individuals, corporate clients, pensions, and charitable organizations through a variety of portfolio management programs and financial planning services. The firm uses internal research, manager selection, and tax-management strategies as part of its advisory approach, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Amanda Ridgway is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. She has been with Robert W. Baird since 2016. The DDK Group, where Amanda works, is part of Robert W. Baird & Co.'s Private Wealth Management department and provides services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions, utilizing internal research, manager selection, and technology including artificial intelligence to support client advice.

Laura Wilcox is a CFP® professional with 29 years of experience in financial advising. She is currently affiliated with Cambridge Investment Research Advisors and has held roles at the Financial Planning Center for Women since 2020 and Wilcox Financial Advisors from 2008 to 2019. Wilcox is involved in pro bono community education, providing financial coaching and education to civic groups without compensation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Jeffrey Jaeger is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by various portfolio management and financial planning services.

Madelynn Alejos 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 2014. Alejos also owns a sole proprietorship unrelated to investment activities. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies and investment options, including discretionary and non-discretionary management and overlay services.

Joshua Pullmann is a Series 66 licensed advisor with LPL Enterprise who has three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as nearly two decades at Panera Bread. Outside of his advisory work, he is involved in the sale of fixed life insurance products through Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it provides financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Zachary Richardson is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at Kohl's Corporation and Waterstone Mortgage. Outside of his advisory role, he is the owner of Richardson Fitness LLC, a non-investment-related business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with a range of strategies from traditional to complex investments.

Gabriel Diederich is a CFA® charterholder with 12 years of industry experience. He has been with Robert W. Baird & Co. since 2020 and previously worked at Wells Capital Management from 2010 to 2020. Outside of his advisory role, he is an owner and landlord of a rental property in Hobart, Wisconsin. 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 financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies supported by internal research and investment tools.