Samantha Gerrity is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Baird since 2017, following two years at BMO Investment Distributors. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird provides a range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, and direct indexing, supported by internal research and investment monitoring.

Ralph Reed Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with four years of industry experience. He has worked at Robert W. Baird since 2019 and previously spent three years at BMO Harris Bank. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research, manager monitoring, and innovative investment strategies.

Heather Reliford is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 designations and possessing nine years of industry experience. She has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2016. Outside of advisory roles, she is involved in real estate sales and works as a Lyft driver. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports trades through BNY Mellon Advisors and Pershing custody services.

Charles Winn is a CFP® certificant with 22 years of industry experience, currently serving as a financial advisor at Cetera. He has a background that includes roles at Avantax and Mass Mutual Investors Services, and he is a managing member of DB Wehring Wealth LLC, where he focuses on practice management, financial planning, and investment advisory services. Winn is also involved in project management through LegUp Investments. 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 multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

Edward Defrance is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 23 years of industry experience. He has been with Robert W. Baird since 2003 and holds Series 63, Series 65, and Series 66 designations. He is part of the DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a combination of consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs tailored to client goals and risk tolerances.

Frank Wilson is a financial advisor with Robert W. Baird & Co. in Whitefish Bay, WI, holding a Series 66 designation and over 20 years of industry experience. He has been with Robert W. Baird & Co. 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 customized consulting and portfolio services, including financial planning and discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Brianna Hoskins is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 license and has previously worked at Taylors, Connected Technology Solutions, Explorium Brewpub, and UW-Milwaukee. Outside of her advisory role, Hoskins works as a sales representative for U.S. Lawshield, providing legal defense insurance related to self-defense in the greater Milwaukee area. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services.

Joel Leibengood is a CFP® with three years of industry experience currently advising clients at Cetera in Milwaukee, WI. His prior experience includes roles in education at Purdue University as well as work in banking and small business. He has also been involved with community organizations such as Harris Junior Baseball and Softball Association. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and provides advisors with access to multiple investment platforms and third-party managers.

Paul Nowak is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 designation and has worked at firms including Ameriprise Financial Services, Annex Wealth Management, and Waterstone Financial Group. He is also licensed as a non-variable insurance agent. 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 plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Liam O Callaghan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, he serves as a general board member for Summit Players Theater, a nonprofit organization that provides free Shakespeare performances in Wisconsin state parks. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across topics such as retirement, income tax, and estate planning. The firm allows clients to combine planning with managed-account programs while keeping those services separate.

Mary Levar is a financial advisor at Robert W. Baird & Co. in Oak Creek, WI, holding a Series 66 designation with 21 years of industry experience. She has been with Robert W. Baird & Co. since 2007. The DDK Group, part of Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services that include financial planning, discretionary and non-discretionary management, and separately managed account programs.

Connie White is a financial advisor with Thrivent Investment Management in Milwaukee, WI, holding Series 63 and Series 66 licenses and having five years of industry experience. Her background includes roles at R.W. Baird & Co. and First Financial Services, as well as entrepreneurial work with Mary Kay Cosmetics. She has also been involved with community organizations such as People Helping People and Embassy Center MKE. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic planning that covers a wide range of topics without including implementation, allowing clients to combine planning with managed accounts via a consolidated billing option called “WealthPlan.”

Brian Carter is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and five years of experience at the firm. He has also worked at BMO Bank NA since 2017 and was previously with BMO Harris Bank from 2011 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by a large network of investment adviser representatives.

Joseph Pirozzolo is a CFP® with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities LLC since 2014. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Gary Tsoumas is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he serves as president of BME Enterprises, where he consults and advises other financial professionals on business and practice development. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap accounts and educational seminars, with planning engagements centered on collaborative, goal-based analysis and written recommendations.

Robert Allbright is a CFP® professional with 26 years of industry experience, currently serving with LPL Financial since 2021. His prior roles include positions at BMO Harris Financial Advisors, M&I Trust Company, and Merrill. Outside of his advisory work, he serves on the board of the St. Joseph Congregation in Brookfield, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management programs, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Seth Haag is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior experience at Principal Securities, Principal Life Insurance, and UMB Fund Services. Outside of his advisory role, Seth engages in sales of fixed insurance products through various vendors. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients using a range of portfolio management and financial planning services. The firm employs a mix of manager-traded and model-traded strategies, alongside tax-management and direct-indexing capabilities, with oversight from home-office investment professionals and resources including internal research and AI tools.

Craig Kennison is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Robert W. Baird since 1999. Outside of his advisory role, Kennison serves as a senior advisor on the advisory board of goHomePort Repairs, LLC. He is part of The DDK Group within Robert W. Baird’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 options for discretionary and non-discretionary management.

Allison Sloggy is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2016. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager‑traded and model‑traded strategies supported by internal research and tools.

Timothy Bartelt is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James since 2008 and has been involved with vestedfortomorrow.com as an independent contractor since 2018. 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, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized advisory programs.