Samuel Brinkman is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2020, with prior experience at Marquette University, Children's Hospital of Wisconsin, and service in the United States Army. 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 through tailored consulting and portfolio services, including discretionary management and separately managed accounts.

Jacquelyn Niedermeier is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2011. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Robert Roenitz is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009, Morgan Stanley Private Bank, National Association since 2015, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Nathan Laib is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked at Fox Valley Metrology and was involved with the University of Wisconsin-Whitewater and the Oshkosh Chamber of Commerce. He also has experience with Laib Restoration Inc. and Lourdes Academy. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions, including various model and wrap programs.

Tim Christen is a Financial Consultant currently working at Fidelity Investments since 2023. He previously served as a Financial Advisor at Thrivent from 2021 to 2023. In his professional role, Tim focuses on developing personalized financial strategies by understanding clients' financial goals and individual circumstances. Tim's approach involves collaborating with clients to craft sound financial plans tailored to their unique situations. He emphasizes getting to know clients on a personal level to provide guidance that aligns with their values and empowers them to achieve their financial objectives. Outside of his professional work, Tim's personal interests include attending concerts, fitness activities, football, golf, and reading.

Anthony Galati is a financial advisor with OSAIC holding a Series 66 designation and three years of industry experience. His prior roles include positions at MPC Advisers and Woodbury Financial Services Inc. He was also the owner of Continuum Footspas, LLC for over a decade before transitioning into finance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with an investment process centered on model-based asset allocation, portfolio optimization, and various managed account strategies.

Cameron Wiczek is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience and has previously worked at Cambridge Investment Research, Inc. Outside of his advisory role, he serves as a coach for Pius XI WBB. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Michael Knutson is a financial advisor at Stifel with 12 years of industry experience and holds a Series 66 designation. He has worked at Stifel since 2018 and previously spent four years at B.C. Ziegler and Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Anstett is a financial advisor with LPL Financial in Wauwatosa, WI, holding a Series 63 designation and bringing 43 years of industry experience. He has been associated with Linsco Private Ledger since 2006 and operates a business under the name Anstett Investment Strategies. 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 wide range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Charlene Strauss Wilson is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following prior roles at Wells Fargo Clearing and Robert Baird & Co. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Scott Van Klompenburg is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Johnson Financial Group, U.S. Bank, and Zywave, and he has served in the Wisconsin Army National Guard since 2017. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients, including individuals, families, pensions, corporations, and charitable organizations. The group offers comprehensive consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Jase Atwater is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Meijer and Charles Schwab Independent Branch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm serves a range of clients including registered investment companies and offers services that include discretionary portfolio management, fund advisory, and consulting.

Robert Bacskai Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and advisory services. Its investment approach relies on proprietary methodologies developed by its Investment Strategy Group that use forward-looking capital market assumptions and probabilistic modeling.

Mandy Hess is a Series 66-licensed financial advisor with Robert Baird & Co. in Milwaukee, WI, where she has worked since 2019. She has five years of industry experience and previously spent 14 years with The Lynde and Harry Bradley Foundation, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Joel Merritt is a CFP® professional with 12 years of experience in the financial services industry. He is affiliated with Raymond James Financial Services Advisors, Inc. and serves as president of Merritt Wealth & Retirement Advisors, Inc., a firm he owns. Merritt also provides support to a branch manager at Raymond James as part of Mark Kelly LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm utilizes tailored planning and analytical tools to address client goals and supports municipal and public finance work through unique affiliations among large institutional advisors.

Keith Dickerson is a CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Robert W. Baird & Co. Incorporated and has previously worked at the City of Milwaukee Employees' Retirement System, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Allspring Funds Management, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, combining manager-traded and model-traded strategies with internal research and advanced tools.

Geofrey Banda is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a rental property in Milwaukee. 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 offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-assets.

Jess Henrickson is a Series 66-registered advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2008. He has 17 years of industry experience. Henrickson serves as a board member and Endowment Chair for Congregation Shalom. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services utilizing a range of investment strategies and managers.

Nathanael Bier is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized financial strategies tailored to individual client goals. He is a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor who has been assisting individuals and families with their financial planning needs since 2015. Nathanael focuses on a range of client areas including retirement income, tax minimization, college education planning, divorce transition planning, legacy planning, liquidity management, portfolio management, and socially responsible investing. Nathanael leads the Bier Wealth Management Group, which coordinates financial affairs for families, retirees, corporate executives, business owners, and non-profit organizations primarily in the Milwaukee area and beyond. His team emphasizes client education to help simplify and clarify financial decision-making while regularly reviewing and updating strategies to meet evolving goals. Nathanael holds a bachelor's degree from the University of Minnesota System. Outside of his professional role, Nathanael enjoys camping, cooking, football, photography, reading, spending time with family, and watching movies. He seeks to develop one-on-one relationships with clients to deliver customized financial plans that provide confidence and clarity in pursuing long-term objectives.

Jeffrey Eichel is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. His prior experience includes roles at Northshore Bank and Cetera Investment Services LLC beginning in 2005. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management, financial planning, and retirement services through a multi-manager platform with a range of discretionary and non-discretionary program options.