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.

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.

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.

Ty Rafn is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has held various roles since 2016, including positions at WestPoint Financial Group and Joe Tamm State Farm. Outside of his advisory work, he is also employed at a bar and grill in Cedarburg, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Paula Burns is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She previously worked at Robert W. Baird and Company from 2010 to 2018 before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by notable capital markets and affiliated asset management capabilities.

Colin Indermuehle is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. His prior work history includes roles at Morgan Stanley Private Bank, N.A. and Schreiber Foods, along with periods of full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and emphasizes an advisory role without providing individual security recommendations as part of standalone planning.

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.

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.

Lauren Thompson is a financial advisor at Osaic Wealth, Inc. with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc and Girard Securities, Inc. Thompson is involved with ABATE of Wisconsin as a state treasurer, handling regional treasurers' monthly reporting and bookkeeping duties. Osaic Wealth, Inc. serves a diverse clientele including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, employing asset-allocation tools, risk assessments, and various investment platforms to manage portfolios across multiple asset classes.

Jeffrey Petrus is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Richard Walters is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2011. Walters serves on the finance committee of the Sixteenth Street Community Health Center and is a member of the endowment committee for Friends of Mount Morris Lake District. 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 incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

William Morse is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to Stifel, he worked at B. C. Ziegler and Company for eight years. He is involved with Trinity Episcopal Church in Wauwatosa, WI, serving on the Vestry and participating in the outreach committee and Sunday volunteer activities. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.