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.

Brian Lewis is a financial advisor with Edward Jones in Greenfield, WI, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

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.

Susan Walton is a financial advisor with RBC Capital Markets in Brookfield, WI. She holds Series 63 and Series 65 designations and has 34 years of industry experience. She has worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Rochelle Wacker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and having 22 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets and employs more than 14,000 advisors, offering both brokerage and advisory solutions.

Elizabeth Weinkauf is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2015. Outside of her advisory role, she works as a yoga instructor on a part-time basis. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and overlays tailored to client goals and risk tolerances.

Colton Whitaker is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors in 2022, he held various roles including positions at Miura Boiler and Generac Power Systems. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to advisory models or discretionary managers, with a significant reliance on third-party program sponsors and TAMPs.

Colin Dewey is a financial advisor with Edward Jones in Wauwatosa, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked in governmental roles, including positions with Senator David Craig and Governor Scott Walker, and served in the United States Navy Reserve from 2013 to 2019. Outside of finance, Dewey coaches group fitness classes at CrossFit Rohkeus and Badger CrossFit. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Paul Purifoy Robertson is a financial advisor with Merrill in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and UMB Fund Services. 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 strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Pecoraro is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at BMO Harris Financial Advisors and Morgan Stanley. He is based in Whitefish Bay, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Mueller is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of his advisory role, he is an owner and member of Sunflower Partners LLC, an investment property entity. 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. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers across traditional and complex investment strategies.

Jose Freyre is a financial advisor with LPL Financial in Milwaukee, WI. He holds a Series 66 designation and has 22 years of industry experience, including 19 years with LPL Financial (formerly Linsco/Private Ledger Corp.). He operates a separate business under the name Monarch Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of portfolio management strategies and operational tools.

Fred Hancock is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at RBC Capital Markets, Edward Jones, Foreside Fund Services, Amplify Investments, ABRDN, Wintrust Wealth Management, Great Lakes Advisors, and Windhaven Investment Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of financial products offered through its affiliates.

Jack Stewart is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AXA Advisors LLC, Paramount Financial Strategies, and Northwestern Mutual. He operates a separate business under the name Paramount Financial Partners that involves outside business insurance through Pacific Life. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes various advisory models and third-party asset managers, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Kilian is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Axa Advisors and Oracle Corp., alongside managing his own firm, K & M Killian LLC. Kilian serves on the Stewardship Commission at Lumen Christi parish and assists with Planned Giving initiatives. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm employs a range of advisory models and partners with third-party asset managers to deliver customized investment solutions.

Vinh Ho is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at NYLIFE Securities LLC, New York Life Insurance Company, and legal work at Xuan Law Firm. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Mary Baumer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 credential and 17 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Ameriprise Financial Services. She also acts in fiduciary capacities such as trustee and personal representative. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary portfolio management, and separately managed accounts, supported by internal research and manager oversight.