Allison Mayer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. She has been with Robert W. Baird & Co., Inc. since 2015. She 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 tailored consulting and portfolio services, including financial planning and discretionary management, using a combination of in-house and third-party managers across a range of traditional and complex investment strategies.

Bradley Tipple is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes a 16-year tenure at Robert W Baird & Co and roles at API Financial Advisors, LLC and Lake Street Financial, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, access to model portfolios, and third-party asset management through an integrated platform that combines adviser programs with various financial products.

David Dudek is a financial advisor with Charles Schwab in Brookfield, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Dudek serves on the advisory board for the University of Wisconsin-Green Bay Charles Schwab Foundation Center for Financial Wellness, focusing on increasing awareness of personal finance within the university and local community. Charles Schwab 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 a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Rowan Hildebrandt 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 in 2025, he held roles at Araca Merchandise and Savant Wealth Management, among others. Outside of his advisory work, Hildebrandt is involved in sales within the arts and crafts sector. He 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 customized financial planning and portfolio management services, utilizing a range of strategies and investment approaches tailored to client goals and risk tolerances.

Sara Gall is a financial advisor at Robert W. Baird & Co. based in Milwaukee, WI, holding a Series 66 credential and with 11 years of experience at the firm. She has been with Robert W. Baird since 2015. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and custody services through a range of strategies and emphasizes ongoing manager selection and internal research in its advisory approach.

Michael Delgadillo is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to his current role starting in 2020, he served for 14 years with the West Bend Police Department. 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 charitable organizations. 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.

Scott Falk is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, covering a range of traditional and complex investment approaches.

Jacob Bill is a Series 66-licensed financial advisor with LPL Financial in Greendale, WI, where he has worked since 2015. He has 10 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Derek Polczynski is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Steinhafels, Amazon, Milwaukee School of Engineering, and The Legend Clubs. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through various management strategies and overlays.

Matthew Urbanek is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Morgan Stanley and Transamerica Investors Securities Corporation. 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 charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Liset Acosta is a financial advisor with Edward Jones in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Edward Jones, Northwestern Mutual Life Insurance Company, Principal Securities Inc., Principal Life Insurance Company, and Robert W. Baird & Co. from 2006 to 2018. Outside of finance, she was involved with LV Energy Healing from 2021 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

Mallory Mc Ginty is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. Prior to joining Baird in 2017, Mc Ginty worked for two years in the Department of Engineering at Marquette University. Mc Ginty is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing both manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

Kelsey Brandenburg is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 66 designation and 7 years of industry experience. She has been with Robert W. Baird & Co. since 2012. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers customized financial planning and portfolio management services using a range of strategies and investment options tailored to client goals and risk tolerances.

William Carhuff is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank and previously managed Toppers Pizza Madison Regent Street for six years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification principles to evaluate investment options.

Wendy Casetta is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at National Exchange Bank and Trust and Wells Fargo Asset Management. 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, and institutional clients with customized financial planning and portfolio management services. The group offers a range of strategies and overlays, including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside its investment capabilities.

Sharon Schmid is a financial advisor with Robert Baird & Co. in Mukwonago, WI. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, having been with Robert Baird & Co. since 1995. 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, and 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 complex investment strategies.

Adam Rick is a financial advisor with LPL Financial in Franklin, WI, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2015 and also worked at Commerce State Bank from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Nicholas Barth is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients navigate financial decisions through personalized guidance and building meaningful relationships. Nicholas works closely with clients to understand their individual challenges and identify opportunities to support their financial goals. He specializes in areas including personal retirement planning, portfolio management services, tax minimization, and retirement income. Nicholas combines data-driven insights with relationship-based trust and accountability to develop tailored strategies. Nicholas holds a Bachelor's Degree from the University of Wisconsin-Whitewater and holds the Personal Investment Advisor (PIA) professional designation. Outside of work, he enjoys boating, fishing, golfing, music, painting, pickleball, swimming, and spending time with his family.

Diane Sherwin is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 license and over 20 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves on the Elmbrook School Board, representing the community's interests in local education matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor client solutions.

Mary Sidney is a Series 63-registered financial advisor with Raymond James Financial Services, Inc. in Milwaukee, WI, where she has worked for 27 years. She has 38 years of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, using risk profiling and analytical tools to support investment decisions.