Lucy Bogen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird, she held positions at Saltchuk and Strum. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a diverse range of clients, including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with strategies tailored to client goals and risk tolerances.

Nicholas Wilsens is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Stephen Mitchell is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 credential with one year of industry experience. Prior to joining Baird in 2025, he worked at Marquette University and held positions in both Wilson High School and Wilson West Middle School. Outside of his advisory role, Mitchell is a player in the Rio Grande Valley Vipers basketball league. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management strategies, supported by internal research and technology tools.

Hersh Kumbhani is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert W. Baird since 2021. Prior to that, he was employed at Sonder Holdings Inc. and Paunch Brothers Hospitality LLP. He serves as a board member and on the investment and finance committee for Lake Park Friends in Milwaukee. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and complex investment strategies.

Michael Hiller is a ChFC® with 41 years of industry experience, currently serving as a financial professional at Cetera since 2013. He is based in West Allis, WI, and has a background that includes financial and insurance sales through his role at Central Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services.

Jeffrey Johnson is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2003, totaling 22 years of industry experience. He serves as a board member for the Illinois College of Optometry, contributing to discussions on the school's finances and endowment. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, supporting a range of traditional and complex investment strategies.

Paul Christian is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1994. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Andrew Mueller is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Lad Lake Inc for 18 years. He volunteers with Secure Futures and periodically teaches teenagers basic financial concepts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Jonathan Komp is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of services including financial planning, portfolio management, and customized investment strategies using both in-house and third-party managers.

Jared Callies is a financial advisor at Thrivent Investment Management in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. His prior work experience includes roles at Thrivent Financial, Trane Technologies, Toppers Pizza, Costco Wholesale, and Target. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning across a broad range of topics, delivered either as a one-time or ongoing engagement, without providing portfolio management or institutional advisory services.

David Miller is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He has worked at Cetera Wealth Services, LLC since 2013 and has longstanding experience with Aviva Life and Annuity Co dating back to 1989. Outside of advising, he is involved in tax preparation and offers fixed insurance products, including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing assets exceeding $256 billion.

Ted Stuckslager is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Mequon, WI, where he has worked since 1999, accumulating 25 years of industry experience. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice. The DDK Group advises individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The firm offers a range of investment strategies, including discretionary and non-discretionary management, using both in-house and third-party managers, and provides additional services such as municipal advisory and public finance.

Charles Severson is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Robert W. Baird & Co. since 1987. Outside of his advisory role, he serves as a general board member and investment committee member for the Lakeview Foundation, a nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and offering a range of investment strategies from traditional to complex allocations.

Laura Horn is a financial advisor at Raymond James & Associates with five years of industry experience. She holds a Series 66 designation and has previously worked at Robert W. Baird & Co. Inc. and Live Nation Entertainment. Outside of her advisory role, she serves as Treasurer for the nonprofit Bluegrass Ambassadors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers non-discretionary financial planning and consulting, drawing on various portfolio management styles and affiliated research, with notable municipal advisory services and employer consulting programs.

Thomas Weber is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Edward Jones, and West Corporation. Outside of his advisory work, he serves as a limited partner consulting with the general partner of a commercial property leasing business. LPL Enterprise serves a diverse clientele including individuals, retirement plans, and institutional clients, offering a wide range of financial planning, advisory, and brokerage services through an integrated platform that includes model portfolios, third-party asset management, and affiliated insurance products.

Austin Stevens is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. His prior work includes roles at High Point Capital Group, Badger Liquor, Beechwood Sales and Service, and Mukwonago High School. He also attended Ripon College from 2022 to 2026. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and multiple investment platforms to deliver portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Leah Bartelme is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and three years of industry experience. Her background includes roles at the University of Wisconsin - Green Bay and Good City Brewing. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, offering written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to generate tailored retirement recommendations.

John Foley is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. 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 with personalized portfolio management using both in-house and third-party investment managers.

Sean O'Connell is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling as part of its advisory process.

Bradley Olson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Oak Tree Financial Services. Olson is also a board member of the Salvation Army of Waukesha. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.