Adam Stapleton is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 license and two years of industry experience. Prior to joining Edward Jones, he worked for Blair Fire Protection, LLC for 12 years. He is a minority shareholder in two real estate companies but has no operational responsibilities in those businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a nationwide network of advisors and branches.

Alice Ambrowiak is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 14 years of industry experience. She has been with Robert W. Baird since 2012. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients through a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs. The firm employs both internal research and external partnerships to support its investment strategies and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Brittany Boyle is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Robert Baird since 2014. 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, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Wendy Citko is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 20 years of industry experience. Her prior roles include positions at Freedom Wealth Alliance, Intrua Financial, LPL Financial, Aurora Health Care, and Landaas & Company. 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 institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional asset classes.

John Asuncion is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to his advisory roles, he held various positions including roles at Kenyon College and Maverick Health Policy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Charles Weber is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He has been with Robert Baird & Co. since 2005 and holds the Series 66 designation. 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 provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

James Eberle is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2003. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

James Wozniak is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 designations and having 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Wozniak serves on the board of directors for Fr. Genes Help Center, an organization that educates, feeds, and clothes needy individuals. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with customizable strategies implemented through a combination of in-house and third-party managers, supported by a broad capital-markets platform and affiliated asset management capabilities.

Anastasia Medvedev is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked exclusively within JPMorgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its team of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Scott Hanson is a financial advisor with Robert W. Baird & Co. in West Bend, Wisconsin, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird & Co. since 1998. 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 financial planning and portfolio management services using a variety of investment strategies and manager options.

Matthew Taken is a financial advisor at Edward Jones in New Berlin, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served as a consultant for Stigmacure SC, a mental health clinic, and has management experience as president of MET 5 Management LLC, a franchise business. He is also associated with SEM Foods Investment, LLC, a frozen food production company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

John Marlis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. He is also involved with Pinnacle Legacy Partners, a business related to his work at LPL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active product sales.

Thomas Hayden is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird since 2002. Outside of his advisory role, he owns interests in waterpark condominiums, which are managed by the waterpark management program. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Nicholas Pluemer is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at JP Morgan Chase & Co. and service in the Wisconsin Army National Guard. He has also been involved with FOCUS Catholic and worked in hospitality and event management. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing program sponsorships and third-party managers to deliver advisory and brokerage solutions.

Jeffrey Baier is a Series 66 licensed financial advisor with Edward Jones in Elm Grove, WI, bringing one year of industry experience. Prior to joining Edward Jones, he worked for eight years at Roundy's Supermarkets, Inc., a division of The Kroger Co., and has additional experience with the University of Minnesota in wellness and recreation roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, including wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Nick Costello is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 15 years of industry experience. He has been with Robert W. Baird since 2016 and holds Series 63 and Series 66 designations. Nick is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing internal research and technology including artificial intelligence in client advisory processes.

Sarah Nelson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Drake & Associates LLC and Sikich LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages multi-manager funds and model portfolios, employs systematic methodologies, and maintains oversight controls to address conflicts of interest.

Matthew Malten is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Wauwatosa, WI. Outside of his advisory role, Malten serves as a finance committee board member at St. Matthew's Evangelical Lutheran Church, where he is involved in overseeing the church’s operating budget and investments. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Kevin Sharping is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has been with LPL Enterprise since 2024 and has prior experience with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and brokerage services.

Daniel Gundrum is a financial advisor with Robert W. Baird & Co. in Brookfield, Wisconsin, holding a Series 66 designation and 25 years of industry experience. He has been with Robert W. Baird since 1999. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.