Dawson Dahlberg is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2020, following prior work at North Shore Country Club and a period focused on full-time education. 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 institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Derek Hahn is a financial advisor with Wells Fargo Clearing in Janesville, WI, holding a Series 66 designation and having 19 years of industry experience. His career includes roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Financial entities. He serves as treasurer for Mt. Calvary Lutheran Church, overseeing finances and participating in governance. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics grounded in diversification and modern portfolio theory.

Elizabeth Evers is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She has been affiliated with Indiana Wesleyan University since 2013. Outside of her advisory role, she holds the position of Chapter Secretary for AmSpirit Columbus, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Greene is a financial advisor with Robert W. Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Robert W. Baird since 2006. Outside of his advisory role, Greene is involved in dog breeding and training and serves as a director for the Boy Scouts of America in Madison, WI. He is part of the DDK Group within Robert W. Baird’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, portfolio management, and a variety of investment strategies that incorporate both traditional and non-traditional asset classes.