Matthew Gill is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and Bank One since 2000. Outside of his advisory role, he serves as an assistant varsity baseball coach at Waukesha North High School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, incorporates ESG criteria in its recommendations, and includes broader derivatives and commodities capabilities.

Deanne Soetenga is a CFP® with 23 years of industry experience, currently serving at Robert W. Baird & Co. since 2004. She holds Series 63 and Series 66 licenses and is based in Waukesha, WI. She 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 firm offers customized financial planning and portfolio management services, employing a range of strategies from traditional allocations to complex alternatives, and provides municipal advisory and public finance services alongside its investment management capabilities.

Wendy Wallace is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career with Merrill in 1992 and has focused her professional efforts on areas such as Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Women and Wealth, and Retirement Income. Wendy holds a Bachelor of Science degree in Mathematics from the University of Wisconsin-Milwaukee. She is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, she holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Residing in Shorewood, Wisconsin, Wendy is involved in her community through organizations including Habitat for Humanity, Impact 100 Greater Milwaukee, Kinship Community Food Center, and Secure Futures. She enjoys swimming, yoga, hiking, biking, and traveling.

Robert Larkin is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, he was employed at Poplar Healthcare from 2015 to 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Klinzing is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at BMO Harris Financial Advisors and Edward Jones. Klinzing operates in Brookfield, Wisconsin. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and various institutional platforms.

David Koning is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Robert W. Baird since 2002. Outside of his advisory role, he serves on the finance committee of Brookfield Christian School. 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 through a range of financial planning, portfolio management, and advisory services.

Jeanna Woods is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She has held roles at Robert W. Baird since 2016 and previously worked at MSI Financial Services, Inc. for 10 years. Woods holds the Series 66 designation and operates out of Milwaukee, WI. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services supported by ongoing manager monitoring, internal research, and tools including artificial intelligence.

Kyle Mc Mann is a financial advisor with Edward Jones in Port Washington, WI. He holds a Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, with a fiduciary standard for its advisory services.

Elizabeth Praeger is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Speedway, Michael's, and as a self-employed consultant. Outside of her advisory role, she is involved as an independent contractor consultant with doTERRA and Mary Kay, where she buys and sells products. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Filla is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2016, following seven years at Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Amanda Balistreri is a financial advisor at RBC Capital Markets with a Series 66 designation. She has prior experience at Brady Corporation and Trade Press Media Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Steven Craig is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools without providing individual security recommendations as part of standalone planning services.

Joseph Matrise is a financial advisor with Osaic Wealth, holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services, MPC Advisers, and Girard Securities. Outside of advisory work, he is also a licensed agent for fixed insurance products through Midwest Planning Company LLC. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with a focus on asset allocation, portfolio optimization, and risk management, supported by a broad network of affiliated broker-dealers and asset managers.

Dianna Davis is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Robert W. Baird since 2010. Outside of her advisory role, she owns and operates Davis Jewelry Designs, a jewelry design and sales business. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and comprehensive financial planning.

Mark Kindler is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Robert Baird & Co. since 1993. Outside of his advisory role, he performs as a drummer in a rock band called Crazy Man's Basement. Mark is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a variety of strategies and managers, including traditional and non-traditional investments, along with municipal advisory and public finance services.

Charles Jessup is a Series 66-registered advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2018. He has seven years of industry experience and prior roles include positions at Miller's Liquor, Direct Supply, and Gordon Dining and Event Center. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves a range of clients, including individuals, corporations, pensions, and charitable organizations. Robert W. Baird & Co. offers comprehensive financial planning, portfolio management, and custody services, utilizing a blend of manager-traded and model-traded strategies supported by internal research and investment tools.

James Bitter is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Robert W. Baird since 2013. Outside of his advisory role, he is the owner of North Shore Creative LLC and serves as the head coach for the Whitefish Bay High School lacrosse team. Baird’s DDK Group provides wealth management services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody and brokerage services. The firm uses a combination of manager-traded and model-traded strategies, ongoing manager oversight, and internal research tools, supporting approximately $394 billion in assets under management as of December 31, 2025.

Grant Uitti is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Christopher Calvelli is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Robert Baird & Co. since 1999. Calvelli also serves as a co-trustee in a trustee role. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and custody and brokerage services, supported by ongoing manager selection and internal research including artificial intelligence.

Brooklyn Levenhagen is a financial advisor with Robert W. Baird & Co. and holds the Series 66 designation. Brooklyn joined Baird in 2024 and has prior experience working at Walgreens and in educational roles. Brooklyn is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations using a range of financial planning, portfolio management, and advisory services.