Nolan Mueller is a financial advisor with Cetera in Milwaukee, WI, holding a Series 66 credential and two years of industry experience. He has worked at Cetera and its affiliates since 2023 and has additional experience as an independent contractor with North Star Resource Group. Outside of financial advising, he is a bartender at North Shore Country Club, a family leisure club. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual clients, retirement plans, corporate and charitable accounts, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Ashley Gaszak is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at JPMorgan Chase Bank in Wisconsin beginning in 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s process integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Allison Mayer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. She has been with Robert W. Baird & Co., Inc. since 2015. 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. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, using a combination of in-house and third-party managers across a range of traditional and complex investment strategies.

Bradley Tipple is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes a 16-year tenure at Robert W Baird & Co and roles at API Financial Advisors, LLC and Lake Street Financial, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, access to model portfolios, and third-party asset management through an integrated platform that combines adviser programs with various financial products.

Dea Harizaj is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at various Morgan Stanley entities as well as Northwestern Mutual. Outside of her advisory role, she is involved in modeling. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and utilizes firm-approved tools, serving clients primarily in an advisory capacity.

Peter Nordenberg is a financial advisor with Gentian Financial, Inc. in Mequon, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Gentian Financial and affiliated Raymond James entities since 2015. Nordenberg assists in managing the firm's day-to-day operations, leads security research, and helps manage client relationships. Gentian Financial provides financial planning and investment consulting services to pooled and institutional clients, including pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor recommendations based on clients’ risk tolerance and income needs, typically offering non-discretionary advice through written reports and ongoing consultations.

David Dudek is a financial advisor with Charles Schwab in Brookfield, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Dudek serves on the advisory board for the University of Wisconsin-Green Bay Charles Schwab Foundation Center for Financial Wellness, focusing on increasing awareness of personal finance within the university and local community. Charles Schwab serves a large client base, 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 and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Rowan Hildebrandt is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird in 2025, he held roles at Araca Merchandise and Savant Wealth Management, among others. Outside of his advisory work, Hildebrandt is involved in sales within the arts and crafts sector. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and investment approaches tailored to client goals and risk tolerances.

Sara Gall is a financial advisor at Robert W. Baird & Co. based in Milwaukee, WI, holding a Series 66 credential and with 11 years of experience at the firm. She has been with Robert W. Baird since 2015. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and custody services through a range of strategies and emphasizes ongoing manager selection and internal research in its advisory approach.

Michael Delgadillo is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to his current role starting in 2020, he served for 14 years with the West Bend Police Department. 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 charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Scott Falk is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, covering a range of traditional and complex investment approaches.

Jacob Bill is a Series 66-licensed financial advisor with LPL Financial in Greendale, WI, where he has worked since 2015. He has 10 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Derek Polczynski is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Steinhafels, Amazon, Milwaukee School of Engineering, and The Legend Clubs. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through various management strategies and overlays.

Matthew Urbanek is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Morgan Stanley and Transamerica Investors Securities Corporation. 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 charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Liset Acosta is a financial advisor with Edward Jones in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Edward Jones, Northwestern Mutual Life Insurance Company, Principal Securities Inc., Principal Life Insurance Company, and Robert W. Baird & Co. from 2006 to 2018. Outside of finance, she was involved with LV Energy Healing from 2021 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

Mallory Mc Ginty is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. Prior to joining Baird in 2017, Mc Ginty worked for two years in the Department of Engineering at Marquette University. Mc Ginty is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing both manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

Michael Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting corporate executives and business owners with comprehensive wealth management and retirement planning services. His client focus areas include corporate executive services, family wealth management strategies, institutional and corporate benefit services, investment consulting for defined contribution plans, small business strategies, and retirement income. Michael holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree from St Mary's University of Minnesota and completed an Accredited Certificate Program at The Wharton School. His approach involves clarifying clients' goals and constraints to design coordinated financial plans that distinguish between wealth accumulation and distribution. Beyond his professional work, Michael is involved in community service through his volunteer efforts with SecureFutures, a non-profit focused on financial literacy for high school students. He has contributed to the organization as a member of their annual investment conference committee and finance committee, as well as serving as a board director, classroom volunteer, and one-on-one coach. Michael resides in Mequon, WI with his wife Lisa.

Kelsey Brandenburg is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 66 designation and 7 years of industry experience. She has been with Robert W. Baird & Co. since 2012. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers customized financial planning and portfolio management services using a range of strategies and investment options tailored to client goals and risk tolerances.

William Carhuff is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank and previously managed Toppers Pizza Madison Regent Street for six years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification principles to evaluate investment options.

Irina Dianov is a financial advisor with Ameriprise in Oconomowoc, WI, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service for clients typically with at least $1 million in investable assets, providing tailored written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process within a large institutional framework.