Samuel Gutierrez is a Series 66 credentialed financial advisor at Robert W. Baird & Co. with four years at the firm and two years of industry experience. His prior roles include positions at Marquette University Spirit Shop and Marquette University. Robert W. Baird & Co.’s DDK Group, where Gutierrez is a team member, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services supported by internal research, manager selection, and advanced tools such as artificial intelligence.

Monica Mullen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 23 years of industry experience. She has been with Robert W. Baird & Co. since 2000. Monica is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers 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.

Robert Mc Elroy is a financial advisor at OSAIC in Waukesha, WI, holding a Series 66 designation with several years of experience connected to the firm and related entities since 2023. His work history includes involvement with Z Enterprises, LTD, operating under DBAs Focused Tax Solutions and Choice Advisors, as well as a role with Ridgeview Window Washing. OSAIC Wealth serves a diverse client base, including retail, institutional, retirement plan sponsors, and corporate clients. The firm employs a model-based investment approach with extensive advisory and brokerage services delivered through a large multi-advisor platform.

Thomas Lane is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent five years at UBS Financial Services Inc. Lane serves as Treasurer and a board member of the Germantown Chamber of Commerce. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies including discretionary management and separately managed accounts.

Kenneth Hemauer is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations with 31 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory role, Hemauer serves on the board of the Catholic Charities Foundation and advises on budget and financial matters for Christ King Parish. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, institutions, and charitable organizations using a range of investment strategies and management approaches.

Jennifer Scharf is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., among other firms. In addition to her advisory role, she serves as a part-time instructor at the University of Nevada, Las Vegas, facilitating online statistics classes. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services supported by internal research, model-traded strategies, and ongoing manager oversight.

Ryan Lueck is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 65 designation and has worked at Johnson Wealth Inc. and the Wisconsin Foundation and Alumni Association prior to joining Baird. The DDK Group, part of Baird’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The team utilizes a range of investment strategies, including traditional and non-traditional allocations, and offers both discretionary and non-discretionary management options.

Jason Fare is a financial advisor with J.P. Morgan Securities in Brookfield, WI, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, NA. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Harmony Tchaikovski is a financial advisor at Edward Jones in Cedarburg, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, Harmony worked in various roles at Jockey International, Blain's Supply, Kohl's Department Stores, Lands' End, and North Shore Bank. She communicates with tenants of a rental property owned by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Ryan Carow is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2021. Prior to this, he was involved in sports performance and fitness businesses. Outside of his advisory role, Carow is also an associate at Gentian Financial Inc., where he provides administrative support and assists with planning and trading for advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and supports both advisory programs and institutional consulting across a large advisor network.

Donald Mccunniff is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He has been with Robert W. Baird since 2017 and previously worked at the University of Chicago Booth School of Business from 2015 to 2017. He holds a Series 66 designation. The DDK Group, part of Robert W. Baird’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 broad range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research and technology tools including artificial intelligence in their investment approach.

Mackenzie Bridgeland is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining LPL Financial in 2021, Bridgeland worked at BMO Harris Financial Advisors and M&I Investment Management Corp. She has experience with both advisory and brokerage services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

Tristan Panke is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Infosys. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Anne Gutierrez is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Robert W. Baird since 2010. 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 other institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Susan Labant is a financial advisor with Robert Baird & Co. in New Berlin, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Robert Baird & Co. since 1999. She 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 provides consulting and portfolio services tailored to client goals, employing a range of traditional and non-traditional investment strategies.

Gregory Greenhouse is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2003. 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 consulting and portfolio services, including discretionary and non-discretionary portfolio management, separately managed accounts, and consolidated reporting.

John Sobiech is a financial advisor with LPL Financial based in Elm Grove, WI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Grove Point Investments, Elmbrook Associates, Annex Wealth Management, H. Beck, Inc., Waterstone Financial Group, and FFP Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Andrew Ballard is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he receives songwriting royalties from his past work as a songwriter and performs voiceover work for various media. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Randy Potter is a financial advisor with J.P. Morgan Securities in Wauwatosa, WI, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at J.P. Morgan Chase Bank since 2000. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process incorporates centralized due diligence, a combination of quantitative and qualitative research, and may include ESG criteria within its model asset allocations.

Amy Hessenauer is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials. She has 18 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.