William Deichmann is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he manages WJLKD LLC, a personal LLC for marketable securities. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a variety of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Riley Barber is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Baird since 2023. His prior experience includes roles at Castellan-Piatt Accounting, Sandia National Laboratories, and the University of New Mexico. Barber is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of services including financial planning, portfolio management, and tax-management strategies, supported by internal research and ongoing manager oversight.

David Hill is a financial advisor with Morgan Stanley in Durango, Colorado. He holds a Series 66 designation and has nine years of industry experience, including his current role at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 financial planning process supported by firm-approved tools and models.

Suzanne Jackson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018. Prior to joining Baird, she worked at Mountain Middle School from 2014 to 2018. She is part of The DDK Group, a team within Robert W. Baird & Co.’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 services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Samuel Duncan is a financial advisor with Wells Fargo Clearing in Durango, CO, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he has worked in both the financial services and education sectors. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.