Lori Eckhardt is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. She has been with RW Baird since 2018 and previously worked at GE Capital from 2010 to 2018. 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 institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, SMA programs, and overlay strategies, addressing a broad range of investment objectives and risk tolerances.

Lauren Post is a financial advisor with Robert W. Baird & Co. in Evanston, IL, holding CFP® and Series 66 designations and bringing seven years of industry experience. She has worked at Baird since 2018, following prior roles at Fis and BMO Harris Bank. Lauren is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and nonprofit clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Blake Wiskirchen is a financial advisor with Cambridge Investment Research Advisors in Mequon, WI, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Baker Tilly and Networkers Funding, LLC. He is also the owner of Wiskirchen Financial Group, a business engaged in investment-related activities and tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management strategies tailored to client objectives.

Michael Jansen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of his advisory work, he is involved in selling disability insurance for independent contractor real estate agents and also works as a makeup artist with Seint. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Daryl Devorkin is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in a restaurant/bar business in Cedarburg, Wisconsin, where he works as a bartender. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning using structured discovery conversations and firm-approved planning tools.

Timothy Byrne is a financial advisor with Robert W. Baird & Co., Inc. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience, all with Baird since 2002. He serves on the Finance Council for the Archdiocese of Milwaukee and participates on the Investment Committee of the Board at Marquette University High School. Additionally, he attends board meetings for Fairfax Publishing Company Inc., a publisher of senior living guides. Baird’s Private Wealth Management department, including the DDK Group to which Byrne belongs, serves individual, corporate, pension, and charitable clients with financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded SMA strategies with ongoing investment monitoring and offers municipal advisory services alongside its advisory and brokerage capabilities.

Tiffany Kowieski is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm delivers advisory services through a variety of strategies, including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management capabilities, supported by internal research and home-office investment professionals.

Leah Garland is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and one year of industry experience. She previously worked at BMO Bank NA, Fifth Third Securities, and Fifth Third Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Ryan Engelhardt is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Robert W. Baird & Co. since 2003. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Ryan Michala is a financial advisor with Fidelity and holds a Series 66 designation. He has four years of industry experience, including roles at Harbour Investments, e2 Retirement Consulting, and Fidelity Investments. Outside of finance, he operates PKGU Trading Cards, a business focused on buying and reselling trading cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, registration as a commodity pool operator, and its advisory services to multiple registered investment companies.

Jewell Graham is a financial advisor with Morgan Stanley, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Morgan Stanley, Jewell worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, and spent nine years at North Shore Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

Jennifer Faulkner is a financial advisor at Morgan Stanley with 25 years of industry experience. She has held her current position since 2009 with Morgan Stanley Smith Barney LLC. She holds the Series 63 and Series 65 licenses. 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 utilizes structured financial planning tools, managing approximately $2.74 trillion in client assets.

Jackson Gallagher is a financial advisor with Wells Fargo Clearing based in New Berlin, WI. He holds Series 66 and Series 63 designations and has one year of industry experience. Prior to joining Wells Fargo, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has been involved with Mathnasium of West Des Moines. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory and financial planning services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brenna Olson is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with eight years of industry experience. She holds the Series 66 designation and has been with Baird since 2017. Prior to joining Baird, Olson worked at Homes for Independent Living for one year. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual and institutional clients through a range of financial planning and portfolio management services. The firm manages approximately $394 billion in assets and offers distinctive services including municipal advisory and strategic partnerships with affiliated firms.

Robert Ciriacks is a financial advisor with Charles Schwab in Brookfield, WI, holding Series 66 and Series 63 designations and bringing 16 years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Scottrade. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Eric Tweeden is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Woodbury Financial Services, Girard Securities, MPC Advisors, and Matrise/Polzin Retirement Planning Corp. Outside of advisory roles, he is an agent at MPC Insurance Services LLC, focusing on life insurance and fixed annuity sales. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a variety of advisory platforms and integrated brokerage services, using tools such as asset-allocation modeling and automated rebalancing to manage portfolios that include a range of investment types.

Kristine Rossiter Slamka is a CFP® professional with 25 years of industry experience. She has worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Westphal is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RW Baird. Outside of his advisory role, he serves on the board of directors for the Milwaukee Rotary and provides financial guidance to a startup business focused on girls' hair accessories. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and advisory programs that integrate in-house and third-party investment managers, with a range of options including tax management and responsible investing.

Brian Herald is a financial advisor at Robert W. Baird & Co. Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2010. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, serving a broad range of investment needs from traditional to complex allocations.

Richard Ormsby is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of finance, he is involved in a family business that focuses on hunting land management and volunteers with Habitat for Humanity. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers diversified advisory programs that provide tailored portfolio management and financial planning services, leveraging in-house and third-party investment resources.