Kathryn Carey is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has been with Baird since 2013. Carey serves as Treasurer for the Yale Association of Wisconsin, contributing a small amount of time monthly to this role. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth 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 various investment strategies.

Jeffrey Diel is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Milwaukee, WI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Susan Ewers is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Brandon Helleson is a financial advisor with LPL Enterprise, holding the Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked with Pruco Securities, LLC for 15 years and has been involved with Stratifi Strategic Financial Solutions since 2015. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and advisory programs.

Thomas Parks is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s process employs structured discovery and firm-approved planning tools, with services focused on advisory planning rather than individual security recommendations.

Deanna Dahl is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has prior experience at Ameriprise and Sheridan Lanes. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Stiever is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he spent six years with the Chicago White Sox and had a one-year tenure at Hitters Baseball. 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 applying an ESG eligibility framework in its recommendations.

Benjamin Ihrke is a financial advisor at Robert Baird & Co. with five years of industry experience. He has been with Baird since 2019 and previously worked at U.S. Bank from 2012 to 2019. He holds the Series 66 designation. Benjamin is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice. The group advises a range of clients including individuals, families, pensions, corporations, and charitable organizations, offering customized consulting and portfolio services that incorporate both traditional and complex investment strategies.

Thomas Savage Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 23 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory work, he serves as Treasurer and board member of The Town Club in Fox Point, WI. 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 with customized financial planning and portfolio management strategies. The firm offers a range of services including discretionary and non-discretionary management, separately managed accounts, and municipal advisory alongside investment banking and trust capabilities.

Bridget Lee is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab in Brookfield, WI. She has held prior roles at Baird, RBC Capital Markets, and Robert W Baird & Co. Outside of finance, Bridget owns a home bakery business called Bridget's Mobile Bakery. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and integrates brokerage, custody, and advisory services within its centralized operational structure.

Brian Campeau is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 23 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Baird in 2017, he spent 15 years with Vogel Consulting, LLC. Baird’s Private Wealth Management team, including the DDK Group where Campeau works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager oversight.

Paul Coldagelli is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 license and has 33 years of industry experience. His prior work includes a role as an agent for Banner Life Insurance Company from 2014 to 2017. Coldagelli is also the owner of Wellspring Personal Financial Services LLC, a support business based in Brookfield, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports institutional consulting and portfolio management across a large network of advisors.

Christopher Didier is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has been with Robert Baird & Co. since 1991. Outside of his advisory role, Didier is an owner and member of MVC GP, 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, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers, with strategies that include traditional and non-traditional investments.

Steven Meyer is a CFP®-designated financial advisor with 33 years of industry experience. He currently works at Wells Fargo Clearing, where he has been since 2019, following a four-year tenure at Morgan Stanley Private Bank, National Association. Meyer is based in Milwaukee, WI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Debrah Oelke is a financial advisor with Ameriprise in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked at Ameriprise since 2017, following a nine-year tenure at UBS Financial Services. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, delivering written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

Julie Shane is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2001. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Erika Milosevich is a financial advisor at Cetera with Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Cetera Investment Services LLC since 2004 and Northshore Bank since 2000. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and investment options.

Michael Schroeder is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Robert W. Baird & Co. since 1986. Outside of his advisory role, Schroeder serves as an outside shareholder and board member of Sanitas Brewing Company, a craft beer brewery. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Christopher Williams is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He has worked at Baird since 2019 and previously spent six years with Wells Fargo Fund Distributer, LLC. Williams holds the Series 66 designation. 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 a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Kaj Edstrom is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. He has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.