Todd Haschker is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Jennifer Kasun is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2017, following six years at LPL Financial. 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.

Eyad Ayesh is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. for a decade. Ayesh has been involved in several business ventures, including Ayesh LLC and Eyad LLC. 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 an ESG eligibility framework in its recommendations.

James Lux is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. He has worked with Cetera and its affiliates since 2013 and also has longstanding roles with Aviva Life And Annuity Co. and Central Financial Services. Lux is involved in selling life, health, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management services through a multi-manager platform, providing access to various portfolio strategies and third-party managers.

Kenneth Gehl is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He has been with Robert Baird since 2004. Outside of his advisory role, Gehl serves as the 5th District Alderman and Common Council President for the City of Oak Creek and is a Commissioner on the Board of Public Works. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and tools in its advisory approach.

Bret Dietz is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 11 years of industry experience. He has been with Robert W. Baird & Co. since 2014 and holds the Series 63 and Series 65 designations. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Benjamin Didier is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His background includes multiple roles in the Milwaukee area, including positions at the University of Wisconsin-Milwaukee and Blue Mound Golf and Country Club. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. Baird provides a range of advisory services using both manager-traded and model-traded strategies, along with tax management and portfolio customization, supported by internal research and ongoing manager monitoring.

Sabrina Wolf is a financial advisor at Robert Baird & Co. with the Series 66 credential and three years of industry experience. Prior to joining Baird in 2022, she worked at Wacker Neuson, Techniblend, Inc., PPG Industries, the University of Wisconsin-Milwaukee, and Walgreens. The DDK Group, where Sabrina is part of the team, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Jason Lettenberger is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2014. Outside of advisory work, he is involved in individual and group life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop written recommendations aligned with client goals.

Carter Kauth is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 65 designations and having seven years of industry experience. His career includes roles at JPMorgan Chase Bank and University of Wisconsin–Milwaukee. He serves as a board member and investment committee member of the Milwaukee Domes Alliance, a nonprofit supporting educational and cultural programs at the Mitchell Park Horticultural Conservatory. 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 applying an ESG eligibility framework in its recommendations.

Neil Dunham is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 registrations and has 27 years of industry experience. His prior roles include positions at Financial Independence Group and Global Atlantic Financial Company. Osaic Wealth, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing various asset-allocation tools and third-party managers to construct tailored portfolios across multiple investment types.

Christopher Blair is a financial advisor with Merrill in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies managed by internal teams and third-party managers for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Merissa Slowik is a CFP® professional with three years of industry experience, currently with Robert W. Baird & Co. in Milwaukee, WI. She previously worked at Johnson Bank and Johnson Wealth Inc., and has held roles outside finance, including at Walt Disney World and the Center for Students with Disabilities at UW-Whitewater. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Michael White is a CFP® certificant with 38 years of experience in the financial services industry. He is currently with Cetera and has held roles at First Allied Advisory Services and First Allied Securities, among others. White serves as a director of the Just Fore Kids Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors. It offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts.

Erik Schleicher is a CFA® charterholder with 10 years of industry experience and has been with Robert Baird & Co. since 2015. He is based in Milwaukee, WI. Outside of his advisory role, he owns and manages a residential real estate business. 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 by providing tailored consulting and portfolio management services across a range of traditional and non-traditional investment strategies.

John Persa is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior roles include positions at RBC Capital Markets, Thrivent Investment Management, and John Hancock Distributors LLC. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Kiersten Banaszak is a financial professional affiliated with Cetera, holding a Series 66 designation and bringing 18 years of industry experience. Her career includes roles at Benevest & Associates, Cetera Wealth Services, and The Benefit Companies. Outside of advisory work, she is involved as an independent beauty guide and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to multiple program structures and external money managers.

Ryan Boyd is a CFP® professional with 12 years of industry experience, currently with Wells Fargo Clearing. His prior experience includes roles at Lincoln Investment, LPL Financial LLC, UW Credit Union, and CUNA Mutual Group. He volunteers as a tax preparer with the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. 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 integrates research from Wells Fargo Investment Institute and third parties to support its investment selection and portfolio strategies.

Suzanne Cienkus is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Morgan Stanley since 2012. Outside of her advisory role, she is co-owner of a family-run mobile home park business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and offers both retail and corporate financial planning solutions.

Alex Kratz is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and five years of industry experience. He previously worked at UMB Fund Services from 2016 to 2019 before joining Baird in 2019. Kratz is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research tools.