Darek Nelson is an advisor at Robert W. Baird & Co. based in Milwaukee, WI, holding a Series 66 designation. He joined Robert W. Baird in 2026 and has prior experience working in educational institutions and retail. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services using a combination of manager-traded and model-traded strategies, tax management, and proprietary research tools.

Alec Johnson is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2021, following five years at Citadel Enterprise Americas LLC. Based in Milwaukee, WI, Johnson is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Robert W. Baird & Co. manages approximately $394 billion in assets and offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and brokerage services. The firm utilizes a combination of manager-traded and model-traded strategies with ongoing manager selection supported by internal research and technology, including artificial intelligence.

Gary Nadolsky is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and related entities since 2017. In addition to his advisory role, he is involved in selling fixed insurance products and serves as a customer relationship manager at BeneVest Inc. and BeneTrak, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Dana Felton is a CFP® with 24 years of experience in the financial services industry. She has been with Ameriprise since 2005, including her current role at the firm since 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mark Heinen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Robert Schultz is a financial advisor with Robert W. Baird & Co. in Oak Creek, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Robert W. Baird & Company since 1998. 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay services, employing a range of traditional and non-traditional investment strategies.

Christopher Jones is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for eight years and Sii for five years. In addition to his advisory role, he is involved in the sales and marketing of fixed annuities and non-variable insurance through his sole proprietorship, Strategic Wealth & Legacy Advisors. OSAIC serves a broad range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and risk-assessment frameworks to build diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jose Yamat is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Peter Koleske is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Wintrust Private Client, U.S. Bancorp Investments, and BMO Harris Financial Advisors. Outside of his advisory work, he serves on the board of directors for the Catholic Community Foundation of the Archdiocese of Milwaukee and acts as a trustee for St. Joseph Parish, assisting with business decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.