Michael Charboneau is a Series 66-licensed financial advisor with Morgan Stanley, based in Waukesha, WI, and has 17 years of industry experience. He previously worked at Robert W Baird & Co. for seven years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Debra Johnson is a financial advisor with Raymond James Financial in Elm Grove, WI. She holds a Series 66 designation and has four years of industry experience. Her work history includes roles at Raymond James Financial Services Advisors and Intelligent Investors Group. In addition to advising, she is associated with Intelligent Investors, LLC in a support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools to align with client goals and supports both advisory programs and institutional portfolio management.

Davin Kuokkanen is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Anthony Szymborski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has worked with Cambridge and its related entities since 2019 and has been affiliated with Nettworth Financial Group since 2004, where he is also a founder and owner. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering a range of financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals. The firm provides both proprietary model strategies and access to third-party managers, with investment solutions tailored to client objectives across multiple platform arrangements.

Caroline Gundersen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with less than one year of industry experience. Her background includes multiple roles at the University of Wisconsin-Madison and Johnson Controls International PLC, as well as a position at Simma's Bakery. The DDK Group at Robert W. Baird & Co., where she works, serves individuals, businesses, pensions, and charitable organizations with a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax management and direct-indexing capabilities.

Nicholas Cafaro is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. He has been with Baird since 2019. Outside of his advisory role, he serves as a baseball coach for Glendale Knights Baseball. 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Michael Leberman is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Robert W. Baird & Co. since 2003. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Ricky Burroughs is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans and implement strategies aimed at simplifying their financial lives. Ricky has experience in wealth management and financial representation, having worked as a Registered Wealth Management Associate at U.S. Bancorp Investments from 2018 to 2023, and as a Financial Representative II at Fidelity Investments from 2016 to 2018. Outside of his professional work, Ricky is interested in family activities, football, golf, softball, and volunteering.

Emily Wright is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has worked at Cetera Investment Services LLC since 2016 and has been associated with North Shore Bank since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts.

Tom Lenkiewicz is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at J.P. Morgan Securities. His prior roles include positions at BMO Harris Financial Advisors and BMO Harris Wealth Management. He is based in Milwaukee, WI. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Heidi Schneider is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 27 years of industry experience. She holds a Series 63 designation and has been with Robert W. Baird & Co. since 2013. Outside of her advisory role, she serves on the Finance Committee of the Milwaukee Public Schools Foundation and is a board member of the MPS Foundation and Sojourner, as well as treasurer of the Homestead High School Ski Team. She 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 by providing tailored consulting and portfolio management services. The group employs a range of strategies including discretionary and non-discretionary management, manager selection, and overlay services, offering both traditional and complex investment solutions.

Christopher Pfau is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His previous roles include positions at Edward Jones, Transamerica Retirement Solutions, E*TRADE Capital Management, and WINTRUST Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by tools such as machine learning for research and operations.

Richard Colvin is a CFA® charterholder with 28 years of industry experience. He has been with Robert W. Baird & Co., Inc. in Milwaukee, WI since 2005. He 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 offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and custody and brokerage services.

Mark Falci is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 1998. Outside of his advisory role, he serves as an instructor for a business class at the University of Wisconsin Milwaukee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a blend of in-house and third-party managers across traditional and non-traditional investment strategies.

David Etheridge is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Prudential Insurance Company of America since 2011 and joined LPL Enterprise in 2024. Additionally, Etheridge is involved in insurance sales and has a business interest as a lessor and owner of an office building. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, with notable offerings in non-securities products and affiliated insurance services.

Thomas Kelley is a CFP®-certified financial advisor with 40 years of industry experience, currently affiliated with Stifel since 2007. He serves on the finance committee of St. Michael’s Parish in Milwaukee, advising the pastor at quarterly meetings. Stifel provides a broad range of brokerage and investment advisory services to individual, institutional, and charitable clients, utilizing a proprietary investment methodology developed by its Investment Strategy Group.

Bradley Niswonger is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 40 years of industry experience. He has been with Robert Baird & Co. since 1992 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a varsity golf coach at Marquette University High School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies and manager options tailored to client goals and risk tolerances.

Robert Larkin is a financial advisor with Merrill in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Merrill since 1983 and has also worked at Bank of America since 2011. Outside of his advisory duties, he serves as an ordained deacon in the Archdiocese of Milwaukee and is involved in organizing leadership activities for the Milwaukee Cursillo, a Catholic retreat program. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, charities, and institutional investors, offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management approach includes multiple program strategies with varying degrees of client and advisor discretion, supported by extensive manager selection and tax-focused capabilities.

Kirsten Dickinson is a CFP® professional with 10 years of experience, currently serving as an advisor at Robert W. Baird & Co. since 2015. She holds the Series 66 designation and is based in Milwaukee, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm provides customized financial planning and portfolio management services, employing a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Gregory Zwick is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he teaches a retirement education course targeted at baby boomers and serves on the advisory board of a church endowment fund. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services, leveraging affiliated and third-party managers.