Scott Willms is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Robert W. Baird & Co. since 2013, with a two-year period at U.S. Bancorp Investments, Inc. in between. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of strategies including traditional and non-traditional investments.

John Dunn is a financial advisor at RBC Capital Markets with Series 66 registration and three years of industry experience. His prior roles include work at Vrakas CPAs + Advisors and employment unrelated to finance, such as at Oscar's Frozen Custard. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ advisory risk profiles.

Heather Terpstra is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird, Inc. for nine years and North Shore Bank for three years. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Samuel Erickson is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior roles include positions at BMO Harris Bank, Eagle Strategies (NY Life), and NYLIFE Securities LLC. Erickson also has a diverse background that includes work with the Boys and Girls Club and teaching at Freedom High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Daiana Szef is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with various J.P. Morgan entities since 2015 and has prior experience at Johnson Controls and Marquette University. J.P. Morgan Securities LLC 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 to support client decision-making.

Tom Lucash is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. With 23 years of industry experience, he collaborates closely with clients to understand their financial goals and aspirations. Tom focuses on developing customized financial plans that emphasize flexibility, comfort, and sustainability. Before joining Fidelity Investments, Tom worked as an Investment Solutions Consultant at New York Life Insurance Company from 2005 to 2018. He also served as a Financial Advisor at Morgan Stanley from 2003 to 2004. Outside of his professional role, Tom engages in family activities and pursues interests including fitness, golf, hiking, caring for pets, and reading.

Robert Lalich is a financial advisor at Robert W. Baird & Co. with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Wells Fargo Funds Distributor, LLC, Quasar Distributors, LLC, and U.S. Bancorp Fund Service, LLC. He has been with Robert W. Baird since 2024 and is based in Milwaukee, WI. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies with ongoing investment research and tax-management capabilities.

David Morris is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, following a three-year tenure at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a tailored approach based on each client’s risk profile.

Stefanie Theuer is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. She has worked at LPL Financial since 2021 and has a long tenure with BMO Harris Financial Advisors, Inc., BMO Harris Bank, and affiliated entities dating back to 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and managed portfolio options supported by proprietary and third-party research.

Timothy Prevo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent a decade with Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable investment menu that includes insurance-related vehicles and bank deposit sweep options.

Steven Luterbach is a financial advisor with Stifel in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at B. C. Ziegler and Company from 2010 to 2018 before joining Stifel. He serves on the advisory board for the UW-Whitewater Finance and Business Law Department, providing feedback on student presentations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Brennen Tofson is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 66 licenses. He has one year of industry experience and previously worked at Wealth Distribution Strategies and in various roles in the hospitality sector. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a focus on LPL-sponsored programs and third-party managers, providing a range of advisory and brokerage solutions.

Darin Dequardo is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at G2 Insurance Services, Inc and Ohio National Financial Services and has a long tenure with THE O.N. Equity Sales Company. Outside of his advisory role, he is involved with Dequardo Insurance Services, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of advisers, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Daniel Mares is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at BMO Bank, N.A. for six years and held positions at Local Job Network and Chase Bank, N.A. He serves as a board member of the Riverview Pointe Home Owners Association, overseeing monthly operations and contract negotiations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary advisory solutions under a fiduciary standard.

James Hyndman IV is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2018 and previously worked at SII Investments, Inc. from 2013 to 2018. Outside of his advisory role, he provides financial aid consulting through Iron Board Financial LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

Michael Schroeder is a financial advisor with Robert W. Baird & Co. in Port Washington, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Robert W. Baird since 2013. Schroeder serves as Treasurer and Board Member of the Lakepointe Townhomes Condominium Association. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Amanda Ridgway is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. She has been with Robert W. Baird since 2016. The DDK Group, where Amanda works, is part of Robert W. Baird & Co.'s Private Wealth Management department and provides services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions, utilizing internal research, manager selection, and technology including artificial intelligence to support client advice.

Nicholas Larson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has over 21 years of experience in the financial industry, including previous roles as a Senior Financial Consultant at Wells Fargo Funds Distributor from 2005 to 2010, and as a Financial Consultant at Strong Investments from 2004 to 2005. As a Certified Financial Planner, Nicholas partners with clients to develop customized financial plans that start with setting goals and evaluating risks. He emphasizes adjusting these plans over time to help clients work toward their full financial potential. He prioritizes building trust through honesty, integrity, and transparency to become his clients' most trusted advisor. Outside of his professional work, Nicholas enjoys a variety of personal interests including family activities, fishing, golfing, outdoor adventures, traveling, and exploring food.

Laura Wilcox is a CFP® professional with 29 years of experience in financial advising. She is currently affiliated with Cambridge Investment Research Advisors and has held roles at the Financial Planning Center for Women since 2020 and Wilcox Financial Advisors from 2008 to 2019. Wilcox is involved in pro bono community education, providing financial coaching and education to civic groups without compensation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Jeffrey Jaeger is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by various portfolio management and financial planning services.