Anne Gutierrez is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Robert W. Baird since 2010. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and other institutional clients. 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.

Trent Santos is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has served at Landmark Credit Union and LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, supported by model portfolios and research from multiple sources.

Susan Labant is a financial advisor with Robert Baird & Co. in New Berlin, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Robert Baird & Co. since 1999. 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, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, employing a range of traditional and non-traditional investment strategies.

Laurie Buffington is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Gregory Greenhouse is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2003. 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, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary portfolio management, separately managed accounts, and consolidated reporting.

John Sobiech is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 42 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and H. Beck, Inc. He is also involved with Elmbrook Associates, which operates as a non-variable insurance business and a DBA for his LPL activities. 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 representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and multiple strategic and tactical investment approaches.

Andrew Ballard is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he receives songwriting royalties from his past work as a songwriter and performs voiceover work for various media. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Randy Potter is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan entities since 2000. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amy Hessenauer is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63, Series 65, and Series 66 designations and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Mary Hoppa is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Robert Baird & Co. since 2009. 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, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Lisa Di Piazza is a financial advisor at Morgan Stanley in Waukesha, Wisconsin, with 13 years of industry experience and a Series 66 designation. She has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she owns and operates a retail and online store business. 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 and financial planning services that utilize firm-approved tools and models to support client decision-making.

Gerald Arnholt III is a financial advisor with OSAIC in Brookfield, WI, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, New York Life Insurance Co, and NYLIFE Securities LLC. Outside of advising, he serves as president of the Scimitar Foundation, a nonprofit focused on the preservation of the Tripoli Shrine Center, and is an associate board member of Shriners Children's Chicago hospital. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios and supports multiple advisory platforms with various third-party service arrangements.

Zackary Zambo is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, he worked at Penske Truck Leasing for four years and served in the United States Marine Corps from 2016 to 2020. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning, investment consulting, and institutional services to a diverse client base that includes individuals, pension plans, corporations, and government entities.

Anton Hessner is a financial advisor with LPL Financial who holds the Series 63 and Series 65 designations and has 22 years of industry experience. He has worked at BMO Harris Financial Advisors since 2012 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Ruth Wilegus Hytinen is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee for several family trusts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Christa Graverson is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2005. She has 21 years of industry experience. 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Timothy Triolo is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for 14 years and Sunamerica Securities for 25 years. Outside of his advisory work, he owns WonderGlow LLC, a business that distributes fragranced wax products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers across multiple platforms.

Stephanie Cruse is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert Baird & Co. for 29 years. Outside of her advisory role, she serves as a board member at Christ Church Episcopal, assisting with budget and financial matters. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, incorporating both manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Ethan Hanrahan is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked previously at Byline Bank and Menards. His earlier career includes roles at the University of Wisconsin - La Crosse and the Waterford School District. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized recommendations through a centralized consulting team.

Alexander Werchowski is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at KKCPA SC and Arena Americas. His background also includes experience at the University of Wisconsin - La Crosse and other organizations. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as an SEC-registered investment adviser and broker-dealer.