Mircea Dobre is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Outside of his advisory role, he is a co-owner of an LLC that manages residential and commercial rental properties, with his spouse actively handling management. 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 a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes both in-house and third-party managers to tailor strategies to client goals and risk tolerances.

Brady Gerritson is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses, and has one year of industry experience. His prior roles include positions at BCI Burke, J F Ahern Co, and Mercury Marine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Timothy Martens is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Before joining Edward Jones, he worked at Georgia-Pacific and spent time in full-time education. He is also a football assistant coach for the Lutheran High School Association of Greater Milwaukee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Rob Kuehn is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Rickey Fong is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2002. Outside of his advisory role, he is a Dale Carnegie course instructor in Wisconsin, dedicating about 20 hours per month to teaching. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

William Steinhafel is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at firms including Marquette Associates and Block Time Financial, as well as a position with the United States Senate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in constructing recommended strategies.

Hudson Kugel is a financial advisor with Fidelity in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Equitable Advisors, Cutler Financial Group, and LPL Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Sorin Iancu is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and customizes investment strategies based on client risk profiles, utilizing both in-house and third-party investment managers.

Ryan Hitchcock is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, Mass Mutual Investors Services, Massmutual Life Insurance, and Metlife Securities. Hitchcock is also a shareholder in High Point Capital Group, Inc. and works as an independent insurance agent for fixed products through Crump Insurance Services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios that include a range of investment types managed on discretionary or non-discretionary bases.

Heather Melzer is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2006. Outside of her advisory role, she coaches age group swimmers at the Menomonee Falls Swim Club. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored advice and a range of portfolio management services, including discretionary and non-discretionary management, with access to both traditional and non-traditional investment strategies.

Brandon Wiggins is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent seven years at Bank of America and Merrill from 2010 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory services.

Paul Jackson is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Based in Hartland, WI, Jackson focuses on serving clients through the firm’s institutional platform. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and tax-efficiency analysis.

Andrew Kroll is a Series 66 licensed financial advisor with LPL Financial, based in Wauwatosa, WI, with six years of industry experience. He has worked at LPL Financial since 2020 and has been associated with UW Credit Union since 2015. Outside of advisory activities, he serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brian Jansen is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors and Tri City Investment Services. He serves on the 401(k) committee for Tri City National Bank, reviewing plan investments and expenses. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct portfolios that may include various securities and alternative investments.

Keith Dunton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Morgan Vander Missen is an advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2023. Prior to joining Baird in 2024, Vander Missen held roles at Nicolet National Bank and the University of Wisconsin-Milwaukee. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm combines internal research, manager selection, and innovative strategies, including tax management and direct-indexing, to provide tailored advisory solutions.

Krisi Dimo is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding a Series 66 designation and eight years of industry experience. She has been with Robert W. Baird since 2016 and previously worked at UBS for one year. 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 charitable organizations. The group offers customized financial planning and portfolio management using a range of strategies, including discretionary and non-discretionary services, separately managed accounts, and overlay solutions.

Andrew Stromwall is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. He has worked at RBC Capital Markets since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves on the board of the Waukesha County Community Dental Clinic, a nonprofit focused on providing dental care to those in need. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Jonas Edstrom is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2013, following a tenure at City National Bank from 2022 to 2025. Based in Milwaukee, WI, he serves clients through RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers, with services that include portfolio management, financial planning, custody, and brokerage.

Bradley Simenz is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves as a trustee for family trusts aimed at generational wealth preservation and distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and underwriting services.