John Maguire is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lazard Asset Management LLC and Lazard Asset Management Securities LLC for five years. Outside of his advisory role, he serves as an office administrator for Maguire Projects and Development LLC, a construction contracting business. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors. The firm utilizes a centralized investment approach combining quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

Mark Pittleman is a financial advisor at OSAIC with 40 years of industry experience. He spent four decades at Lincoln Financial Advisors before joining OSAIC in 2025. Outside of his advisory role, he serves as a board member of Anshe Sfard Kehillat Torah synagogue in Milwaukee and manages an office building through his ownership of AJC Realty, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Sarah Knudson is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Matthew Deering is a financial advisor with Robert Baird & Co. in Whitefish Bay, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Robert Baird & Co. since 2008. 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, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, using a range of investment strategies and overlays tailored to client goals and risk tolerances.

Scott Sullivan is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 35 years of industry experience. He has been with Robert Baird & Co. since 1990. Outside of his advisory role, he is an owner and member of a non-investment related S Corporation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Margaret Spada is a CFP® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2009, totaling 16 years of industry experience. She is based in Brookfield, WI. Outside of her advisory role, she has participated in guest welcoming and wine tasting events at a winery in Skaneateles, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Wisniewski is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes 35 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. Wisniewski also owns and operates several financial services businesses, including Strategic Wealth & Legacy Advisors, where he provides registered representative and investment advisory services. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed portfolios and third-party investment solutions. The firm utilizes a variety of asset-allocation tools and manages accounts with flexibility to accommodate client-imposed investment restrictions.

Matthew Young is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Fidelity Investments and has prior experience at Westpac Wealth and Northwestern Mutual. Outside of his advisory work, he coaches for the Milwaukee Jr Admirals hockey team. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nolan Mueller is a financial advisor with Cetera in Milwaukee, WI, holding a Series 66 credential and two years of industry experience. He has worked at Cetera and its affiliates since 2023 and has additional experience as an independent contractor with North Star Resource Group. Outside of financial advising, he is a bartender at North Shore Country Club, a family leisure club. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual clients, retirement plans, corporate and charitable accounts, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Ashley Gaszak is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at JPMorgan Chase Bank in Wisconsin beginning in 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s process integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Allison Mayer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. She has been with Robert W. Baird & Co., Inc. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, using a combination of in-house and third-party managers across a range of traditional and complex investment strategies.

Bradley Tipple is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes a 16-year tenure at Robert W Baird & Co and roles at API Financial Advisors, LLC and Lake Street Financial, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, access to model portfolios, and third-party asset management through an integrated platform that combines adviser programs with various financial products.

Dea Harizaj is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at various Morgan Stanley entities as well as Northwestern Mutual. Outside of her advisory role, she is involved in modeling. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and utilizes firm-approved tools, serving clients primarily in an advisory capacity.

Peter Nordenberg is a financial advisor with Gentian Financial, Inc. in Mequon, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Gentian Financial and affiliated Raymond James entities since 2015. Nordenberg assists in managing the firm's day-to-day operations, leads security research, and helps manage client relationships. Gentian Financial provides financial planning and investment consulting services to pooled and institutional clients, including pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor recommendations based on clients’ risk tolerance and income needs, typically offering non-discretionary advice through written reports and ongoing consultations.

David Dudek is a financial advisor with Charles Schwab in Brookfield, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Dudek serves on the advisory board for the University of Wisconsin-Green Bay Charles Schwab Foundation Center for Financial Wellness, focusing on increasing awareness of personal finance within the university and local community. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Rowan Hildebrandt is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird in 2025, he held roles at Araca Merchandise and Savant Wealth Management, among others. Outside of his advisory work, Hildebrandt is involved in sales within the arts and crafts sector. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and investment approaches tailored to client goals and risk tolerances.

Sara Gall is a financial advisor at Robert W. Baird & Co. based in Milwaukee, WI, holding a Series 66 credential and with 11 years of experience at the firm. She has been with Robert W. Baird since 2015. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and custody services through a range of strategies and emphasizes ongoing manager selection and internal research in its advisory approach.

Michael Delgadillo is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to his current role starting in 2020, he served for 14 years with the West Bend Police Department. 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 charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Scott Falk is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, covering a range of traditional and complex investment approaches.

Derek Polczynski is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Steinhafels, Amazon, Milwaukee School of Engineering, and The Legend Clubs. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through various management strategies and overlays.