Nicholas August is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He has held positions at Robert W. Baird since 2018 and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He holds Series 63 and Series 66 designations. The DDK Group at Robert W. Baird serves individuals, corporate clients, pension plans, and charitable organizations with comprehensive wealth management and financial planning services. The firm combines manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities, supported by internal research and artificial intelligence tools.

Jay Schwister is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2004, accumulating 20 years of industry experience. He serves on the finance committee and pension plan sub-committee of the Milwaukee Symphony Orchestra and is a member of the investment committee at Marquette University High School. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients, offering a range of portfolio management and consulting solutions.

Brandon Cintron is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 processes supported by firm-approved tools.

August Fuiten is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior experience at University of Wisconsin - La Crosse and Wipfli Financial Advisors. Outside of his advisory role, he is involved with BA Superstructure, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Brooke Newell is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at Wellspring Personal Financial Services LLC since 2019, where she provides administrative support, and previously held roles at Reis Financial Services and Wells Fargo Advisors Financial Network. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses a variety of analytical tools to assist clients in meeting their goals.

Jeffrey Ehrhardt is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios delivered to intermediary platforms.

Joel Mayes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked at Primerica since 2004 and was employed by the Waukesha School District from 2015 to 2023. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.

Kathryn Carey is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has been with Baird since 2013. Carey serves as Treasurer for the Yale Association of Wisconsin, contributing a small amount of time monthly to this role. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Jeffrey Diel is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Milwaukee, WI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Gregory Pauly is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he works with the Notre Dame Alumni Club of Milwaukee organizing events for young alumni and serves on the investment committee of the Riveredge Nature Center. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays, and also provides municipal advisory and public finance services.

Nathan Fair is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Edward Jones and Hartford Funds Management Company. He is based in Waukesha, WI. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services supported by extensive research and a broad range of portfolio management strategies.

Susan Ewers is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Brandon Helleson is a financial advisor with LPL Enterprise, holding the Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked with Pruco Securities, LLC for 15 years and has been involved with Stratifi Strategic Financial Solutions since 2015. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and advisory programs.

Taylor Fowler is a Series 66 licensed financial advisor at Equitable Advisors with five years of industry experience. Prior to joining Equitable Advisors in 2022, Taylor worked at Park Avenue Securities and Guardian Life Insurance. Outside of financial services, Taylor serves as Treasurer on the Board of Directors for Blessings in a Backpack, a nonprofit providing meals to students on weekends, and is active as an Ambassador for the Brookfield Chamber of Commerce. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both third-party and proprietary advisory solutions.

Thomas Parks is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s process employs structured discovery and firm-approved planning tools, with services focused on advisory planning rather than individual security recommendations.

Julie Irato is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she serves as the internal vice president of the Ozaukee County Horse and Pony Club, a nonprofit 4-H organization focused on training young horse riders. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment plans.

Jonathan Stiever is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he spent six years with the Chicago White Sox and had a one-year tenure at Hitters Baseball. 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.

Benjamin Ihrke is a financial advisor at Robert Baird & Co. with five years of industry experience. He has been with Baird since 2019 and previously worked at U.S. Bank from 2012 to 2019. He holds the Series 66 designation. Benjamin is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice. The group advises a range of clients including individuals, families, pensions, corporations, and charitable organizations, offering customized consulting and portfolio services that incorporate both traditional and complex investment strategies.

Thomas Savage Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 23 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory work, he serves as Treasurer and board member of The Town Club in Fox Point, WI. He 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 with customized financial planning and portfolio management strategies. The firm offers a range of services including discretionary and non-discretionary management, separately managed accounts, and municipal advisory alongside investment banking and trust capabilities.

Bridget Lee is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab in Brookfield, WI. She has held prior roles at Baird, RBC Capital Markets, and Robert W Baird & Co. Outside of finance, Bridget owns a home bakery business called Bridget's Mobile Bakery. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and integrates brokerage, custody, and advisory services within its centralized operational structure.