Sharon Schmid is a financial advisor with Robert Baird & Co. in Mukwonago, WI. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, having been with Robert Baird & Co. since 1995. 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, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Adam Rick is a financial advisor with LPL Financial based in Franklin, WI, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL Financial in 2015, he worked at RBC Capital Markets for six years and Commerce State Bank for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Diane Sherwin is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 license and over 20 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves on the Elmbrook School Board, representing the community's interests in local education matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor client solutions.

Mary Sidney is a Series 63-registered financial advisor with Raymond James Financial Services, Inc. in Milwaukee, WI, where she has worked for 27 years. She has 38 years of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, using risk profiling and analytical tools to support investment decisions.

Hunter Riley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and previously at TD Ameritrade. Prior to his financial services career, he was employed at Mattress Firm and attended Stephen F. Austin State University. Charles Schwab & Co., Inc. serves a large client base primarily made up of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Benjamin Koehler is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, Koehler worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and lending products through affiliated entities.

Michael Schlueter is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes prior roles at LPL Financial, SII Investments, Inc., and First Team Financial Group, where he continues to maintain an ownership interest. Outside of advisory work, he owns a tax preparation business that operates during tax season. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.

Dale Wroblewski is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Ameriprise and New England Securities. Outside of his advisory work, he has participated as a football player with the Racine Raiders. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations using a variety of portfolio management and advisory services. The firm employs manager-traded and model-traded SMA strategies, tax-management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Lada Avrunina is a financial advisor at Robert W. Baird & Co. with two years of industry experience and holds a Series 66 designation. Before joining Baird in 2022, she worked in various roles including at VCA Saukville Animal Hospital and Fiddleheads Coffee Roasters. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research and investment strategies that include manager-traded and model-traded separately managed account programs.

Andrei Junge is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and BMO Harris Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and various affiliated services including trust custody and insurance product facilitation.

Pamela Kelly is a Series 66-licensed financial advisor with UBS Financial Services in Brookfield, WI. She has 11 years of industry experience and has been with UBS since 2013. Outside of her advisory role, she serves as an associate board member for Friends of the Parks, a charitable organization focused on environmental and park-related volunteer efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and integrated capital markets services.

Brett Sikorski is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at North Shore Bank, Pyramax Bank, Bank of America, Merrill, Wells Fargo, Northwestern Mutual, and US Bancorp Fund Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Christopher Durkin is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird & Co., Inc. for eight years and Wells Fargo Funds Distributor, LLC for two years. Outside of advising, he co-owns and resides in a rental property in West Allis, Wisconsin. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicole Sova is a financial advisor with Robert Baird & Co. in Port Washington, WI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Robert Baird & Co. since 1998. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Ashley Price is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and has been with Baird since 2017. Prior to her advisory role, she spent seven years at Marquette University. Ashley is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides 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.

David Baum is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2016. Outside of his advisory work, Baum serves on the board of the Milwaukee Bay Soling Fleet and holds leadership roles in related sailing organizations, as well as serving on the Milwaukee Public Library Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies, delivered through a centralized team collaborating with financial advisors.

Andrew Johnson is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 20 years of industry experience, including roles at Capital One Advisors, Woodbury Financial Services, and Ameriprise. He is based in Wauwatosa, WI. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with centralized due diligence and includes capabilities in derivatives and commodities.

Timothy Steffen is a financial advisor with Robert Baird & Co. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at PIMCO Investments LLC and Pacific Investment Management Company LLC, and has been with Baird since 1999. Outside of his advisory role, he teaches a tax review course for the Certified Private Wealth Advisor (CPWA) program and serves on the investment committee of a nonprofit endowment fund. 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, providing tailored consulting and portfolio management services that include traditional and non-traditional strategies as well as municipal advisory and public finance services.

Thomas Duffey Jr. is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2011, following five years at M&I Investment Management Corp. 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, pensions, profit-sharing plans, and charitable organizations. The firm offers a wide range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research and a mix of manager-traded and model-traded strategies.

Michael Sullivan is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. He has worked at Baird since 2017 and previously held roles at Schoolyard Tavern and Robert Half Technology. Outside of his advisory role, he is an online blogger and has ownership and partnership interests in non-investment-related businesses including North Country LLC and Te di Gio. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, employing manager-traded and model-traded strategies alongside tax management and direct indexing, supported by ongoing manager selection and internal research.