Morgan Vander Missen is an advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2023. Prior to joining Baird in 2024, Vander Missen held roles at Nicolet National Bank and the University of Wisconsin-Milwaukee. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm combines internal research, manager selection, and innovative strategies, including tax management and direct-indexing, to provide tailored advisory solutions.

Krisi Dimo is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding a Series 66 designation and eight years of industry experience. She has been with Robert W. Baird since 2016 and previously worked at UBS for one year. 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 charitable organizations. The group offers customized financial planning and portfolio management using a range of strategies, including discretionary and non-discretionary services, separately managed accounts, and overlay solutions.

Jonas Edstrom is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2013, following a tenure at City National Bank from 2022 to 2025. Based in Milwaukee, WI, he serves clients through RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers, with services that include portfolio management, financial planning, custody, and brokerage.

Bradley Simenz is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves as a trustee for family trusts aimed at generational wealth preservation and distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and underwriting services.

John Richards is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. He holds the Series 66 designation and has 20 years of industry experience, including 15 years with Robert W. Baird & Co. Inc. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management practice. The firm advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations, offering tailored consulting and portfolio services that incorporate both traditional and complex investment strategies.

Laura Thurow is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI. She holds a Series 63 designation and has 24 years of industry experience, having been with Robert W. Baird since 2000. 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 institutional clients. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Sara Brown is a financial advisor with Robert W. Baird & Co. in Oak Creek, WI, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a board member of the Rolling Meadow Condo Association in Mequon, WI. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio services, employing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Keith Martens is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model various outcomes, supporting clients in managing approximately $2.74 trillion in assets.

Carrie Clarizio is a financial advisor at Morgan Stanley with 35 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has also been affiliated with Citigroup Global Markets since 1993. She holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery and firm-approved tools, and it manages approximately $2.74 trillion in client assets.

Joseph Vruwink is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection and internal research tools.

Margaret Edmunds is a CFP® with 22 years of industry experience, currently with Raymond James & Associates and previously with Robert W. Baird for 10 years. She holds a Series 63 license and is based in Mequon, WI. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting for a diverse client base, including individuals, institutions, and government entities, with a focus on non-discretionary financial planning and investment recommendations.

Kyle Wold is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with TD Ameritrade Inc. and Charles Schwab Bank SSB in addition to his current role at Charles Schwab. Charles Schwab & Co., Inc. serves primarily 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 research from the Schwab Center for Financial Research.

John Maguire is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lazard Asset Management LLC and Lazard Asset Management Securities LLC for five years. Outside of his advisory role, he serves as an office administrator for Maguire Projects and Development LLC, a construction contracting business. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors. The firm utilizes a centralized investment approach combining quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

Mark Pittleman is a financial advisor at OSAIC with 40 years of industry experience. He spent four decades at Lincoln Financial Advisors before joining OSAIC in 2025. Outside of his advisory role, he serves as a board member of Anshe Sfard Kehillat Torah synagogue in Milwaukee and manages an office building through his ownership of AJC Realty, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Sarah Knudson is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves primarily 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Matthew Deering is a financial advisor with Robert Baird & Co. in Whitefish Bay, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Robert Baird & Co. since 2008. 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 institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, using a range of investment strategies and overlays tailored to client goals and risk tolerances.

Scott Sullivan is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 35 years of industry experience. He has been with Robert Baird & Co. since 1990. Outside of his advisory role, he is an owner and member of a non-investment related S Corporation. 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 with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Margaret Spada is a CFP® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2009, totaling 16 years of industry experience. She is based in Brookfield, WI. Outside of her advisory role, she has participated in guest welcoming and wine tasting events at a winery in Skaneateles, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Wisniewski is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes 35 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. Wisniewski also owns and operates several financial services businesses, including Strategic Wealth & Legacy Advisors, where he provides registered representative and investment advisory services. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed portfolios and third-party investment solutions. The firm utilizes a variety of asset-allocation tools and manages accounts with flexibility to accommodate client-imposed investment restrictions.

Matthew Young is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Fidelity Investments and has prior experience at Westpac Wealth and Northwestern Mutual. Outside of his advisory work, he coaches for the Milwaukee Jr Admirals hockey team. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.