David Baum is a financial advisor with Ameriprise in Milwaukee, WI, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Baum serves on the board of the Milwaukee Bay Soling Fleet, acts as Treasurer for the United States Soling Association, and is Vice-President of the Executive Committee of the ISA. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Keith Orcutt is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at several Morgan Stanley entities since 2019, as well as prior roles at McLane Co. Inc., American Amicable Life Insurance Company, and Baylor University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Stephen Wattles is a financial advisor with Raymond James Financial Services Advisors, holding Series 66 and Series 63 credentials and 11 years of industry experience. He has worked at Raymond James since 2025 and has a diverse background that includes roles at JP Morgan Securities and various entrepreneurial ventures. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and combines institutional consulting with individual portfolio management.

David Ellifson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Baird, he worked at Assurant Inc., Gordon Brothers, and held multiple roles at Milwaukee School of Engineering and Veolia Water. The DDK Group, a team within Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, leveraging internal research and strategic partnerships.

Connor Dyke is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. His prior work includes positions at U.S. Bank and full-time student status before returning to Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Megan Weigand is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Carr Services LLC and REMAX Realty 100. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics, with clients able to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Timothy Steffen is a financial advisor with Robert Baird & Co. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at PIMCO Investments LLC and Pacific Investment Management Company LLC, and has been with Baird since 1999. Outside of his advisory role, he teaches a tax review course for the Certified Private Wealth Advisor (CPWA) program and serves on the investment committee of a nonprofit endowment fund. He 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, providing tailored consulting and portfolio management services that include traditional and non-traditional strategies as well as municipal advisory and public finance services.

Ryan Mulcahy is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Baird in 2022, he worked at American Investment Advisors Inc. and has a background that includes roles in the culinary industry. He is part of The DDK Group, a team within Baird’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 range of in-house and third-party managers across traditional and non-traditional investment strategies.

Thomas Duffey Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 21 years of industry experience. He has been with Robert W. Baird since 2011. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Zachary Deboer is a financial advisor with Raymond James Financial in Mequon, WI, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2018 and has been associated with Gentian Financial since 2018, where he also serves as an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client risk profiles and supported by a broad affiliate network.

Michael Sullivan is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. He has worked at Baird since 2017 and previously held roles at Schoolyard Tavern and Robert Half Technology. Outside of his advisory role, he is an online blogger and has ownership and partnership interests in non-investment-related businesses including North Country LLC and Te di Gio. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, employing manager-traded and model-traded strategies alongside tax management and direct indexing, supported by ongoing manager selection and internal research.

Benjamin Davis III is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials. He has been with J.P. Morgan Securities since 2026 and previously held positions at JPMorgan Chase Bank, Associated Bank, Wells Fargo Bank, and several other firms. His prior work experience also includes roles outside the financial industry, such as with Deere and Company and Dick's Sporting Goods. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kelly Pekoske is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera and its related entities since 2006. Outside of her advisory role, she serves as the financial secretary for Living Word Lutheran Church, where she handles weekly offering counts and deposits. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Aris Bofiles is a financial advisor with RBC Capital Markets in Mequon, WI, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is a committee member at St. Constantine and Helen Church, where he participates in ushering, festival organization, and church economic management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment advisory programs and portfolio management through a combination of in-house and third-party managers.

Brenda Hutchinson is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Robert Baird & Co. since 1989. She 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 consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management.

Tal Diekvoss II is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation and PricewaterhouseCoopers LLP. He serves as a director at Fiduciary Management Group, LLC, overseeing retirement plan services including plan sponsor support and participant education. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and retirement plan consulting. The firm utilizes asset-allocation tools and third-party money managers to construct portfolios managed on discretionary or non-discretionary bases.

Christian Wemmert is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. He also serves as an administrator or executor of estates and trusts for non-family and family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client strategies.

Timothy Fotsch is a CFA® charterholder and Series 63 licensee based in Milwaukee, WI, with four years of industry experience. He has been with R.W. Baird since 2022 and previously worked at PPM America for ten years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies along with advanced research and technology tools.

Joshua Hoffman is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank First, The Wharf, and the University of Wisconsin-Madison. Outside of his advisory role, he serves as an assistant JV basketball coach at Lincoln High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and a range of investment strategy options.

Joseph Van Dorn is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.