Bridget Lee is a CFP® professional with 15 years of industry experience, currently advising at Charles Schwab in Brookfield, WI. Her prior work includes roles at Baird and RBC Capital Markets. Outside of finance, she owns a home bakery business called Bridget’s Mobile Bakery. Charles Schwab serves a large client base 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 both non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and research capabilities.

Brian Campeau is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 23 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Baird in 2017, he spent 15 years with Vogel Consulting, LLC. Baird’s Private Wealth Management team, including the DDK Group where Campeau works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager oversight.

Paul Coldagelli is a financial advisor with Raymond James Financial in Brookfield, WI, holding a Series 63 designation and 33 years of industry experience. His prior work includes a role at Banner Life Insurance Company from 2014 to 2017. He is also the owner of Wellspring Personal Financial Services LLC, a support company focused on business profitability and accounting. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers tailored, non-discretionary advisory services and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Christopher Didier is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has been with Robert Baird & Co. since 1991. Outside of his advisory role, Didier is an owner and member of MVC GP, LLC, a non-investment related business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers, with strategies that include traditional and non-traditional investments.

Cristina Vasquez is a Financial Consultant at Fidelity Investments, where she has been serving since 2021. Prior to this role, she held positions at Fidelity Investments as an Investment Consultant from 2020 to 2021 and as a Financial Representative from 2019 to 2020. Her experience also includes roles at Heck Capital Advisors as a Financial Planning Client Relationship Associate from 2018 to 2019, and at Northwestern Mutual, where she worked as an Associate Portfolio Manager in 2017, Portfolio Management Consultant in 2017, and Senior Portfolio Specialist from 2014 to 2017. Cristina is a CERTIFIED FINANCIAL PLANNER™ and focuses on helping clients make confident, informed decisions by co-creating personalized financial plans that begin with understanding their goals, priorities, and values.

Jacalyn Brown is a financial advisor with Merrill in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she is a co-owner of a rental property with family members. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Steven Meyer is a CFP®-designated financial advisor with 33 years of industry experience. He currently works at Wells Fargo Clearing, where he has been since 2019, following a four-year tenure at Morgan Stanley Private Bank, National Association. Meyer is based in Milwaukee, WI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Amanda Carlson is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Empower Retirement, Cross Country Mortgage, and Quicken Loans. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and utilizes firm-approved planning tools such as Secular Return Estimates and Monte Carlo simulations.

Debrah Oelke is a financial advisor with Ameriprise in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked at Ameriprise since 2017, following a nine-year tenure at UBS Financial Services. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, delivering written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

Julie Shane is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2001. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Erika Milosevich is a financial advisor at Cetera with Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Cetera Investment Services LLC since 2004 and Northshore Bank since 2000. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and investment options.

Michael Villanueva is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at the Federal Deposit Insurance Corporation. Outside of finance, he has experience in education, including roles at the University of Wisconsin - Milwaukee and local schools. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing tailored consulting and portfolio management services across a range of investment strategies.

Ish Cardenas is a Financial Consultant at Fidelity Investments, bringing over two decades of experience in personal finance. He has held various roles in the financial services industry, including Regional Director and Financial Planner at Prudential from 2015 to 2024, Regional Manager and District Manager at Catholic Financial Life between 2008 and 2015, and Financial Advisor at Catholic Financial Life from 2005 to 2008. His career began as a Personal Banker at BMO Harris Bank from 2003 to 2005. As a Certified Financial Planner (CFP®) with 21 years of experience, Ish focuses on helping families work toward financial security by simplifying the complexities of personal finance. He emphasizes building lasting relationships based on trust and creating strong financial plans tailored to his clients' unique goals. Outside of his professional work, Ish enjoys family activities, fitness, exploring culinary interests, social events with friends, and traveling.

Jennifer Roettgers is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2013. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of financial planning and portfolio management services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Kurtis Maltby is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his primary role, Maltby is involved with Annex Insurance Services and Annex Wealth Management, where he provides financial planning and investment advice. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs that include tailored financial planning supported by firm-approved tools and analyses.

Jacquilyn Egholm is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2014. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement a range of investment strategies.

Jake Luthardt is a financial advisor with Wells Fargo Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC and Robert W Baird & Co., Incorporated. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored recommendations.

Michael Schroeder is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Robert W. Baird & Co. since 1986. Outside of his advisory role, Schroeder serves as an outside shareholder and board member of Sanitas Brewing Company, a craft beer brewery. He 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 group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Christopher Williams is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He has worked at Baird since 2019 and previously spent six years with Wells Fargo Fund Distributer, LLC. Williams holds the Series 66 designation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Kaj Edstrom is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. He has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.