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.

Benjamin Burke is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation. His prior work experience includes roles at Bank of America, The Outreach Team, and the St. Louis Cardinals. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cade La Fond is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and beginning his industry career in 2023. Prior to advising, he has experience working at the University of Wisconsin Whitewater and the Kenosha Parks Department. Outside of finance, La Fond is involved in the restaurant industry as a bartender at Casa Capri, a role he has maintained since 2017. Equitable Advisors serves a diverse 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 program providers.

Corinna Bongiovanni is a financial advisor with J.P. Morgan Securities in Brookfield, WI, holding Series 63 and Series 65 designations and 23 years of industry experience. Her work history includes roles at Morgan Stanley, Wells Fargo Clearing, and Thirty-One Gifts. She was also involved with M&M Lawn Care Co for 14 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and quantitative and qualitative research.

William Hensien is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Antony Close is a financial advisor at Stifel with 21 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Andy Saeger is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial and has previously worked at BMO Bank NA, BMO Harris Financial Advisors, Ellenbecker Investment Group, and Charles Schwab. He is based in Milwaukee, WI. 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, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Bagin is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously operated Bagin Music, LLC, providing DJ and audio services. His prior work includes service with the Village of Hartland Police Department and the City of Hartford Police Department. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across various fund structures.

Daniel Schnoll is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2014. Outside of his advisory role, he serves as Treasurer for the Cambridge Heights Condominium Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including 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 traditional and non-traditional investment strategies.

Kaden Kubisz is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wealthspire Advisors and the University of Wisconsin Madison. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Nicholas Groff is a financial advisor with Robert W. Baird & Co. in Muskego, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird since 2014. 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 offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing a range of investment strategies from traditional to complex allocations.

Jean Wangard is a financial advisor at RBC Capital Markets with 28 years of industry experience. Prior to joining RBC in 2024, he worked at Wintrust Investments, LLC for four years and Wells Fargo Advisors Financial Network LLC for eleven years. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Andrew Martineau is a Financial Consultant at Fidelity Investments, where he is part of the Wealth Management team. He focuses on creating personalized and holistic financial plans to help clients strive towards their goals. Andrew holds the Certified Financial Planner™ designation. His professional experience includes roles such as Vice President and Financial Consultant at Charles Schwab from 2021 to 2023, Investment Consultant at TD Ameritrade from 2020 to 2021, and Investment Specialist at Merrill from 2019 to 2020. Through these positions, he has developed expertise in financial planning and investment consulting. Outside of work, Andrew is an avid outdoorsman who enjoys boating, fishing, golfing, football, and traveling.

Pamela Stubler is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at LPL Financial since 2018 and has a long tenure with Johnson Bank dating back to 1992. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Epstein is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2012. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and uses a range of investment strategies from traditional allocations to more complex approaches.

Lyle Fitterer is a CFA® charterholder with 20 years of industry experience, currently serving at Robert Baird & Co. since 2019. His prior roles include positions at Wells Capital Management/Wells Fargo Asset Management and Strong Capital Management Inc. Outside of his advisory work, he serves on the investment committee for Divine Savior Holy Angels High School and is a partner in a family farmstead. He works within The DDK Group, a team at Robert Baird & Co. that provides wealth management services to individuals, corporations, pensions, and charitable organizations using a combination of discretionary and non-discretionary portfolio management, model-traded strategies, and tax management techniques.

Ryan Gill is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Robert Baird & Co., he worked at JPMorgan Chase Bank and J.P. Morgan Securities for eight years. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Kurt Haugen is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing modern investment strategies, tax-efficient planning, and long-term financial guidance to individuals, families, and business owners. By collaborating with specialized planning and investment professionals, he facilitates access to institutional-level resources and capabilities for his clients. Focusing on areas such as college education planning, legacy planning, retirement income, small business strategies, and tax minimization, Kurt aims to simplify financial complexities and help clients make confident financial decisions. He prioritizes building strong relationships and clear communication as the foundation of his client-first advisory approach. Kurt holds a Bachelor's degree from the University of Wisconsin System and the Personal Investment Advisor (PIA) designation. He is involved in the Milwaukee community and serves on the board of the Walkers Point Association. In his personal time, Kurt enjoys baseball, basketball, chess, cooking, fishing, football, hiking, music, spending time with his family, and traveling.

Samuel Giordano III is a financial advisor with OSAIC in Pewaukee, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc., and he has been associated with Financial Decisions Group since 2002. Giordano is also a commissioned Notary Public in Wisconsin. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.