Mark Falci is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 1998. Outside of his advisory role, he serves as an instructor for a business class at the University of Wisconsin Milwaukee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a blend of in-house and third-party managers across traditional and non-traditional investment strategies.

Bradley Niswonger is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 40 years of industry experience. He has been with Robert Baird & Co. since 1992 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a varsity golf coach at Marquette University High School. 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 provides customized financial planning and portfolio management services, utilizing a range of strategies and manager options tailored to client goals and risk tolerances.

Robert Larkin is a financial advisor with Merrill in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Merrill since 1983 and has also worked at Bank of America since 2011. Outside of his advisory duties, he serves as an ordained deacon in the Archdiocese of Milwaukee and is involved in organizing leadership activities for the Milwaukee Cursillo, a Catholic retreat program. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, charities, and institutional investors, offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management approach includes multiple program strategies with varying degrees of client and advisor discretion, supported by extensive manager selection and tax-focused capabilities.

Kirsten Dickinson is a CFP® professional with 10 years of experience, currently serving as an advisor at Robert W. Baird & Co. since 2015. She holds the Series 66 designation and is based in Milwaukee, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm provides customized financial planning and portfolio management services, employing a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Gregory Zwick is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he teaches a retirement education course targeted at baby boomers and serves on the advisory board of a church endowment fund. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services, leveraging affiliated and third-party managers.

Penelope Kailing is a financial advisor at RBC Capital Markets with Series 63 and Series 66 designations and 44 years of industry experience. She has worked at RBC Capital Markets since 2008 and was previously employed at City National Bank from 2019 to 2025. Outside of her advisory work, she serves as an officer for the Kettle Moraine Kennel Club, organizing its annual dog show. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Nancy Jensen is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has worked at RBC Capital Markets since 2008 and operates a side business called Nancy's Basement. Jensen also serves as Treasurer for Alcoholics Anonymous, managing funds and payments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on client risk profiles and integrates in-house and third-party investment managers with a variety of program account options.

Justine Eiting is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has worked at Baird since 2018, following two years at PyraMax Bank and four years in full-time education. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional asset classes.

Christopher Svacina is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services and Stifel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Sara Kennedy is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Bank, N.A. and Great Lakes Services LLC. Outside of her advisory role, she has an ownership interest in a rental property in Milwaukee. J.P. Morgan Securities 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 in its recommendations.

Jeane Schell is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC. Schell serves as a director for the South Suburban Chamber of Commerce in Oak Creek, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a significant retail advisor and branch network.

Brian Bonewell is a CFP® professional affiliated with LPL Financial, with 29 years of industry experience. He has worked at LPL Financial since 2021, and previously held roles at BMO Financial Advisors, Ameriprise, and Wells Fargo Investments. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies through a large network of advisors.

Laura Gough is a CFA® charterholder with 41 years of industry experience and has been with Robert Baird & Co. since 1991. She is based in Shorewood, WI, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the finance committee of the United Performing Arts Foundation, a nonprofit supporting the performing arts in the Milwaukee area. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and manager options, along with municipal advisory and public finance services.

Katherine Voss is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63 designation and has been with Robert W. Baird in various roles since 2008. Prior to her current tenure, she worked briefly with the West Bend School District. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, using a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Bryan Gosda is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 25 years of industry experience, including previous roles at MetLife Resources and MassMutual Life Insurance Company. In addition to his advisory work, he is licensed as an individual life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Andrew Cowan is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank and the Office of the Comptroller of the Currency. Outside of his advisory role, he is the owner of a personally held duplex in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a variety of wrap fee advisory programs and tailors investment strategies according to each client’s Advisory Risk Profile using both in-house and third-party managers.

Brian Wilmet is a financial advisor with OSAIC based in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 24 years of industry experience. His prior work includes roles at SagePoint Financial, Mass Mutual Investors Services, and MetLife Securities. He is also a shareholder at High Point Capital Group, Inc. and operates as an independent insurance agent selling fixed products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and multiple investment platforms to manage portfolios that include a broad range of securities and alternative investments.

Benjamin Elias is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cobra Puma Golf and Coldwell Banker Realty. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm uses a range of investment vehicles and collaborates with third-party managers, focusing on tailored advice based on client risk tolerance and plan information.

Anthony Tordik is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird, he held roles at Milwaukee Tool, Consolidated Electrical Distributors, Target Corp, and other companies. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and brokerage services tailored to client goals and risk tolerances.

Ellen Galezewski is a financial advisor at Robert Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and has been with Robert Baird & Co. since 2012. Outside of her advisory role, she serves as a director with check signing authority for the Harvard Business School - Club of Wisconsin. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies while maintaining ongoing manager selection and monitoring.