Scott Waechter is a financial advisor with OSAIC in Brookfield, WI, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Alliance America, United Advisors America, and FSB Premier Wealth Management, among others. OSAIC Wealth serves a diverse 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 utilizes a model-based investment approach that incorporates risk tolerance assessments, portfolio optimization, and multiple portfolio management options.

Raluca Stanescu is a Series 66-licensed financial advisor with Morgan Stanley in Milwaukee, WI, and has 10 years of industry experience. She previously worked at Northwestern Mutual in both their investment management and life insurance divisions from 2015 to 2019. Outside of her advisory role, she serves as treasurer for the Whitefish Bay chapter of AFS-USA, a nonprofit organization supporting exchange students and host families. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and models and offers both retail and institutional investment solutions.

Ryan Jaeger is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, Jaeger serves as a ski coach for the Ausblick Ski Race Team. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Jeri Albrecht is a financial advisor at Merrill with Series 63 and Series 65 licenses and 37 years of industry experience. She has worked at Merrill since 1988 and at Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Ewing is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He began his advisory career in 2025 and has held various roles at firms including Republic Finance and Goshen Health prior to joining Baird. Robert Baird & Co.’s DDK Group serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of separately managed account programs supported by in-house research and investment professionals.

Kevin Hoeft is a financial advisor with LPL Financial, holding a Series 66 license and 10 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved with investment services and wealth management at UW Credit Union and also donates plasma through BioLife. 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 a range of advisory and brokerage services, utilizing model portfolios and third-party subadvisors, along with institutional platforms and operational tools.

David Lange is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials and one year of industry experience. Before joining Mass Mutual, he worked at Alto Financial Group and BetterLife Insurance, among other positions. Outside of financial services, he has been involved with Lange Medical LLC for over a decade. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools and structured annual engagements to deliver written recommendations and offers specialized planning services including divorce planning and estate settlement.

Erik Pinter is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2011 and previously spent 25 years with Anchor Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors with a range of advisory and brokerage services.

Anna Ferkel is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with six years of industry experience. She has worked at Baird since 2018 and previously at Northwestern Mutual in 2017. Outside of her advisory role, she was involved with the Cedarburg Community Pool from 2013 to 2017. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to complex non-traditional investments.

Stanley Zurawski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked since 2017 with Cambridge Investment Research Advisors and previously spent 12 years at SII Investments, Inc. Outside of his advisory role, he serves as president of American Financial Services Inc., providing tax return services. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and providing access to multiple platforms and proprietary model strategies.

Andrew O'Connell is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 13 years of industry experience. He has been with Robert Baird & Co. since 2011. 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 customized consulting and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

Lee Mccarthy is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013. Outside of his advisory work, he organizes and facilitates fundraisers for St. Jerome Parish School in Oconomowoc, Wisconsin. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Lea Gerschwiler is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2010. 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 provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs.

Samantha Gerrity is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Baird since 2017, following two years at BMO Investment Distributors. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird provides a range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, and direct indexing, supported by internal research and investment monitoring.

Ralph Reed Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with four years of industry experience. He has worked at Robert W. Baird since 2019 and previously spent three years at BMO Harris Bank. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research, manager monitoring, and innovative investment strategies.

Heather Reliford is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 designations and possessing nine years of industry experience. She has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2016. Outside of advisory roles, she is involved in real estate sales and works as a Lyft driver. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports trades through BNY Mellon Advisors and Pershing custody services.

Charles Winn is a CFP® certificant with 22 years of industry experience, currently serving as a financial advisor at Cetera. He has a background that includes roles at Avantax and Mass Mutual Investors Services, and he is a managing member of DB Wehring Wealth LLC, where he focuses on practice management, financial planning, and investment advisory services. Winn is also involved in project management through LegUp Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

Sarah Damsgaard is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including JPMorgan Securities LLC, Credit Suisse Securities (USA) LLC, and Purshe Kaplan Sterling Investments. From 2021 to 2023, she was involved with The Invictus Collective, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Edward Defrance is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 23 years of industry experience. He has been with Robert W. Baird since 2003 and holds Series 63, Series 65, and Series 66 designations. 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 a combination of consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs tailored to client goals and risk tolerances.

Frank Wilson is a financial advisor with Robert W. Baird & Co. in Whitefish Bay, WI, holding a Series 66 designation and over 20 years of industry experience. He has been with Robert W. Baird & Co. since 2003. 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 and non-discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.