Jacquelyn Niedermeier is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2011. 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 various investment strategies.

Robert Roenitz is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009, Morgan Stanley Private Bank, National Association since 2015, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Nathan Laib is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked at Fox Valley Metrology and was involved with the University of Wisconsin-Whitewater and the Oshkosh Chamber of Commerce. He also has experience with Laib Restoration Inc. and Lourdes Academy. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions, including various model and wrap programs.

Anthony Galati is a financial advisor with OSAIC holding a Series 66 designation and three years of industry experience. His prior roles include positions at MPC Advisers and Woodbury Financial Services Inc. He was also the owner of Continuum Footspas, LLC for over a decade before transitioning into finance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with an investment process centered on model-based asset allocation, portfolio optimization, and various managed account strategies.

Cameron Wiczek is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience and has previously worked at Cambridge Investment Research, Inc. Outside of his advisory role, he serves as a coach for Pius XI WBB. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Timothy Wallerius is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with Charles Schwab in Brookfield, WI, where he has worked since 2021. His prior experience includes positions at TD Ameritrade and Edward Jones. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Jennifer Norvik is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Molded Rubber and Plastic Corp and C&C Administration. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Thomas Anstett is a financial advisor with LPL Financial in Wauwatosa, WI, holding a Series 63 designation and bringing 43 years of industry experience. He has been associated with Linsco Private Ledger since 2006 and operates a business under the name Anstett Investment Strategies. 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 wide range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Scott Van Klompenburg is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Johnson Financial Group, U.S. Bank, and Zywave, and he has served in the Wisconsin Army National Guard since 2017. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients, including individuals, families, pensions, corporations, and charitable organizations. The group offers comprehensive consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Mandy Hess is a Series 66-licensed financial advisor with Robert Baird & Co. in Milwaukee, WI, where she has worked since 2019. She has five years of industry experience and previously spent 14 years with The Lynde and Harry Bradley Foundation, Inc. She 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 consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Christopher Yingling is a financial advisor at Osaic with Series 63 and Series 66 licenses and three years of industry experience. He also serves as an insurance broker at Kutschenreuter Financial Services Inc, where he sells personal and commercial lines of property and casualty insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process, including discretionary managed accounts and third-party money manager programs.

Keith Dickerson is a CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Robert W. Baird & Co. Incorporated and has previously worked at the City of Milwaukee Employees' Retirement System, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Allspring Funds Management, LLC. He 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, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, combining manager-traded and model-traded strategies with internal research and advanced tools.

Nathan Metcalf is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Allspring Funds Management, LLC from 2007 to 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Geofrey Banda is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a rental property in Milwaukee. 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. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-assets.

Jess Henrickson is a Series 66-registered advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2008. He has 17 years of industry experience. Henrickson serves as a board member and Endowment Chair for Congregation Shalom. 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 customized financial planning and portfolio management services utilizing a range of investment strategies and managers.

Nathanael Bier is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized financial strategies tailored to individual client goals. He is a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor who has been assisting individuals and families with their financial planning needs since 2015. Nathanael focuses on a range of client areas including retirement income, tax minimization, college education planning, divorce transition planning, legacy planning, liquidity management, portfolio management, and socially responsible investing. Nathanael leads the Bier Wealth Management Group, which coordinates financial affairs for families, retirees, corporate executives, business owners, and non-profit organizations primarily in the Milwaukee area and beyond. His team emphasizes client education to help simplify and clarify financial decision-making while regularly reviewing and updating strategies to meet evolving goals. Nathanael holds a bachelor's degree from the University of Minnesota System. Outside of his professional role, Nathanael enjoys camping, cooking, football, photography, reading, spending time with family, and watching movies. He seeks to develop one-on-one relationships with clients to deliver customized financial plans that provide confidence and clarity in pursuing long-term objectives.

Peter Hundt is a financial advisor with LPL Financial in Brookfield, WI, holding the ChFC® designation and a Series 63 license. He has 26 years of industry experience with previous roles at Commonwealth Financial Network and Sii Investments. Hundt is also involved in real estate consulting and management through several private entities he owns and operates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and research resources.

Matthew Gill is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and Bank One since 2000. Outside of his advisory role, he serves as an assistant varsity baseball coach at Waukesha North High School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, incorporates ESG criteria in its recommendations, and includes broader derivatives and commodities capabilities.

Deanne Soetenga is a CFP® with 23 years of industry experience, currently serving at Robert W. Baird & Co. since 2004. She holds Series 63 and Series 66 licenses and is based in Waukesha, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The firm offers customized financial planning and portfolio management services, employing a range of strategies from traditional allocations to complex alternatives, and provides municipal advisory and public finance services alongside its investment management capabilities.

Wendy Wallace is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career with Merrill in 1992 and has focused her professional efforts on areas such as Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Women and Wealth, and Retirement Income. Wendy holds a Bachelor of Science degree in Mathematics from the University of Wisconsin-Milwaukee. She is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, she holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Residing in Shorewood, Wisconsin, Wendy is involved in her community through organizations including Habitat for Humanity, Impact 100 Greater Milwaukee, Kinship Community Food Center, and Secure Futures. She enjoys swimming, yoga, hiking, biking, and traveling.