Monica Mullen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 23 years of industry experience. She has been with Robert W. Baird & Co. since 2000. Monica 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 other 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 non-traditional investment strategies.

Robert Mc Elroy is a financial advisor at Osaic with a Series 66 designation. He has been with the firm since 2023 and is also involved with Z Enterprises, LTD, through its DBA entities Focused Tax Solutions and Choice Advisors. Outside of finance, he operates Ridgeview Window Washing. Osaic Wealth, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various investment platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios.

Thomas Lane is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent five years at UBS Financial Services Inc. Lane serves as Treasurer and a board member of the Germantown Chamber of Commerce. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies including discretionary management and separately managed accounts.

Kenneth Hemauer is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations with 31 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory role, Hemauer serves on the board of the Catholic Charities Foundation and advises on budget and financial matters for Christ King Parish. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, institutions, and charitable organizations using a range of investment strategies and management approaches.

Nicholas Vander Molen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis through a select group of Wealth Advisors.

Jennifer Scharf is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., among other firms. In addition to her advisory role, she serves as a part-time instructor at the University of Nevada, Las Vegas, facilitating online statistics classes. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services supported by internal research, model-traded strategies, and ongoing manager oversight.

Sandra Collura is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Lueck is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 65 designation and has worked at Johnson Wealth Inc. and the Wisconsin Foundation and Alumni Association prior to joining Baird. The DDK Group, part of Baird’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The team utilizes a range of investment strategies, including traditional and non-traditional allocations, and offers both discretionary and non-discretionary management options.

Jason Fare is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Harmony Tchaikovski is a financial advisor at Edward Jones in Cedarburg, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, Harmony worked in various roles at Jockey International, Blain's Supply, Kohl's Department Stores, Lands' End, and North Shore Bank. She communicates with tenants of a rental property owned by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Ryan Carow is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2021. Prior to this, he was involved in sports performance and fitness businesses. Outside of his advisory role, Carow is also an associate at Gentian Financial Inc., where he provides administrative support and assists with planning and trading for advisors. Raymond James Financial Services Advisors, Inc. offers 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 uses tailored, non-discretionary planning supported by analytical tools and supports both advisory programs and institutional consulting across a large advisor network.

Donald Mccunniff is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He has been with Robert W. Baird since 2017 and previously worked at the University of Chicago Booth School of Business from 2015 to 2017. He holds a Series 66 designation. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research and technology tools including artificial intelligence in their investment approach.

Mackenzie Bridgeland is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 65 credentials and having 23 years of industry experience. Prior to joining LPL Financial in 2021, Bridgeland worked at BMO Harris Bank and BMO Harris Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Jason Steichen is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Briana Berndt is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to align with client goals and risk tolerances.

Tristan Panke is a financial advisor with LPL Enterprise in Wauwatosa, WI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he was associated with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Anne Gutierrez is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Robert W. Baird since 2010. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers 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.

Trent Santos is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has served at Landmark Credit Union and LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, supported by model portfolios and research from multiple sources.

Susan Labant is a financial advisor with Robert Baird & Co. in New Berlin, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Robert Baird & Co. since 1999. 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, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, employing a range of traditional and non-traditional investment strategies.

Laurie Buffington is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.