Matthias Strotman is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and previously worked at Marquette University for 14 years. 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 other institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Jordan Masnica is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert Baird & Co. since 2010. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services through a variety of strategies and utilizes internal research and tools, including artificial intelligence, to support client advice.

Andrew Schaefer is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments and Robert W. Baird. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Benjamin Schluckebier is a financial advisor with Thrivent Investment Management in Oak Creek, WI, holding Series 63 and Series 66 licenses. He has two years of industry experience, including roles at Thrivent Financial and Aptar. Outside of his advisory work, he has been involved with the Mukwonago Girls Basketball Club and the Town of Mukwonago Parks & Recreation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate service arrangements.

John Mc Innes Jr. is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Packerland Brokerage Services, and Edward Jones. Outside of his advisory role, he manages The Pru Crew, LLC, a real estate rental business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Lisa Marcinkowski is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erik Anderson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2005. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ethan Gebert is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Drexel Building Supply and Target. 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 customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Nora Byrne is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation. Prior to joining Baird, she worked at the Milwaukee District Attorney's Office and has experience with the Milwaukee Rowing Club. The DDK Group at Robert W. Baird & Co., where Byrne is a team member, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Nicholas Gomez is a financial advisor at LPL Financial with 11 years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, BMO Harris Bank, and Robert W. Baird & Co. He serves as the Associate Director of Alumni Relations for the UWM Veteran Alumni Chapter, which supports a community of University of Wisconsin-Milwaukee veterans. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including access to third-party asset managers and various account platforms.

Daniel Duran is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. He has been in the financial industry since 2022, including experience at BMO Harris Bank prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Rice is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, J.P. Morgan Securities, UBS Financial Services, and multiple wealth management firms. 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 operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Jonathan Lopez is a financial advisor at Robert Baird & Co. based in Milwaukee, WI. He holds a Series 66 designation and has been with Baird since 2022. Prior to joining Baird, Lopez held positions at Rocky Rococos, Roc Ventures, Ups, and Hiya Taco. Robert Baird & Co.’s DDK Group serves a range of clients including individuals, families, pensions, corporations, and charitable organizations. The team provides financial planning, portfolio management, and brokerage services, tailoring strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Michael Monfeli II is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he owns a sole proprietorship focused on website creation and maintenance. 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 offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Carl Veenendaal is a financial advisor with Raymond James Financial in Elm Grove, WI, holding a Series 63 designation and 36 years of industry experience. He has been with Raymond James Financial and its related entity since 2008. Veenendaal also worked at Catholic Memorial High School for 15 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports a large advisor network with specialized municipal advisory and SIMPLE IRA consulting programs.

Dann Ingebritson is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at BMO Harris since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mircea Dobre is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Outside of his advisory role, he is a co-owner of an LLC that manages residential and commercial rental properties, with his spouse actively handling management. 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 a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes both in-house and third-party managers to tailor strategies to client goals and risk tolerances.

Rob Kuehn is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jason Cherny is a financial advisor at Merrill with 38 years of industry experience. He holds a Series 63 designation and has been with Merrill for 30 years, also working at Bank of America, N.A. for the past 15 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Steinhafel is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at firms including Marquette Associates and Block Time Financial, as well as a position with the United States Senate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in constructing recommended strategies.