John Campbell is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 20 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Outside of his advisory role, Campbell serves as Vice President and co-chair of the investment council on the board of the E.F. Wildermuth Foundation, a charitable organization. He works within The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations. The group offers consulting and portfolio management with a range of investment strategies, including both traditional and non-traditional allocations, alongside municipal advisory and public finance services.

Emily Raychel is a financial advisor at Robert Baird & Co. with nine years of industry experience. She has been with Robert Baird since 2015 and holds a Series 66 designation. Robert Baird’s DDK Group, where Emily works, serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and brokerage services. The team customizes strategies based on client goals and risk tolerances, utilizing a range of investment approaches including SMA programs, overlay services, and both traditional and non-traditional asset allocations.

Matthias Strotman is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and previously worked at Marquette University for 14 years. 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, and other institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Richard Wartman is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced analytical tools.

Jordan Masnica is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Robert Baird & Co. since 2010. 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 other institutional clients. The group offers customized financial planning, portfolio management, and brokerage services, employing both traditional and complex investment strategies tailored to client goals and risk tolerances.

Andrew Schaefer is a financial advisor with UBS Financial Services holding a Series 66 designation and 13 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for six years and Robert W. Baird for four years before joining UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

John Mc Innes Jr. is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at LPL Enterprise since 2024 and previously held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Packerland Brokerage Services. Mc Innes is also involved in the sale of proprietary and non-proprietary fixed insurance products. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

David Klapatch is a financial advisor with LPL Financial in Brookfield, WI, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at LPL Financial since 2018 and concurrently manages Klapatch Wealth Management, LLC, which he established in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven solutions.

Lisa Marcinkowski is a Series 66-licensed financial advisor with Merrill in Milwaukee, WI, where she has worked since 1999. She has 25 years of industry experience. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, which gives clients access to a broad suite of products and services.

Justin Weil is a financial advisor with LPL Financial based in Mequon, WI, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at UMB Fund Services and Northwestern Mutual, as well as involvement with Bigler Sports. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from internal and third-party sources.

James Mccartan is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in sales and referral activities related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custodial services.

Charlie Werner is a Planning Consultant at Fidelity Investments, where he assists individuals and families in making financial decisions aligned with their goals and values. He emphasizes a straightforward approach to financial planning and prioritizes building long-term relationships based on trust, clarity, and transparency. He has held various roles at Fidelity Investments, including Planning Consultant since 2026, Relationship Manager from 2025 to 2026, and Financial Representative from 2023 to 2025. His progression within the company reflects his growing expertise in financial planning and client relationship management. Outside of his professional role, Charlie enjoys boating, golfing, running, exploring food as a foodie, and spending time with his pets.

Ethan Gebert is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Drexel Building Supply and Target. 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, utilizing a range of strategies including separately managed accounts and overlay services.

Kiersten Brennan is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has over a decade of professional experience in financial services, having previously served as Director of Wealth Management at Maiden Cove Capital from 2022 to 2023, Financial Advisor at Kowal Investment Group-Raymond James between 2013 and 2020, and Client Services Specialist at LPL Financial from 2011 to 2013. As a Certified Financial Planner™ and fiduciary, Kiersten specializes in guiding individuals and families through personalized, comprehensive financial planning processes. Her approach is informed by her early exposure to financial planning through her father's practice, which instilled an appreciation for the role of trusted advice and thoughtful guidance. She focuses on helping clients navigate periods of uncertainty with clarity and confidence. Outside of her professional work, Kiersten enjoys gardening, hiking, kayaking, outdoor adventures, spending time with pets, and traveling.

Nora Byrne is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation. Prior to joining Baird, she worked at the Milwaukee District Attorney's Office and has experience with the Milwaukee Rowing Club. The DDK Group at Robert W. Baird & Co., where Byrne is a team member, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Nicholas Gomez is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, BMO Harris Bank, and Robert W. Baird & Co. Outside of his advisory role, he serves as Associate Director of Alumni Relations for the UWM Veteran Alumni Chapter, which builds a community of University of Wisconsin-Milwaukee veterans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by both discretionary and non-discretionary management and research from multiple sources.

Daniel Duran is a financial advisor with LPL Financial in Greendale, WI. He holds Series 63 and Series 65 licenses and has worked in related roles at BMO Harris Bank and other firms since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Charles Rice is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Enverra Capital LLC, Metric Financial, and Bison Wealth, among others. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary services. The firm’s advisory process is grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment offerings.

Christopher Brennan is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at B.C. Ziegler and Company for eight years. He is also involved in his local community as a member of the Parish Pastoral Council at St Mary Church in Sayner, Wisconsin. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Nicholas Rohlfing is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 credentials. 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 and financial planning services that utilize firm-approved tools and modeling techniques.