Craig Fuhrmann is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and joined Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including personalized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in assets and offers services through both direct client engagements and employer-sponsored financial planning agreements.

Jason Willms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has been with Thrivent and its related entities since 2020, including roles at Carr Services and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across various financial topics without discretionary portfolio management, combining goal-based analysis with an option to integrate managed accounts under a consolidated billing program called WealthPlan.

Stephen Mitchell is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 credential with one year of industry experience. Prior to joining Baird in 2025, he worked at Marquette University and held positions in both Wilson High School and Wilson West Middle School. Outside of his advisory role, Mitchell is a player in the Rio Grande Valley Vipers basketball league. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management strategies, supported by internal research and technology tools.

Hersh Kumbhani is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert W. Baird since 2021. Prior to that, he was employed at Sonder Holdings Inc. and Paunch Brothers Hospitality LLP. He serves as a board member and on the investment and finance committee for Lake Park Friends in Milwaukee. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and complex investment strategies.

Jeffrey Johnson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience, all with Baird since 2003. He serves as a board member for the Illinois College of Optometry, his alma mater, where he participates in overseeing the school’s finances and endowment. Baird’s DDK Group, where Johnson works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management through separately managed accounts, and municipal advisory services, supported by ongoing manager selection and internal research tools.

Paul Christian is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1994. 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Andrew Mueller is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC and Lad Lake Inc. He volunteers with Secure Futures and periodically teaches teenagers basic financial concepts. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Jonathan Komp is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of services including financial planning, portfolio management, and customized investment strategies using both in-house and third-party managers.

Edwin Wincek is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Wincek is involved in non-variable insurance activities related to fixed life insurance through Prudential Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Jared Callies is a financial advisor at Thrivent Investment Management in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. His prior work experience includes roles at Thrivent Financial, Trane Technologies, Toppers Pizza, Costco Wholesale, and Target. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning across a broad range of topics, delivered either as a one-time or ongoing engagement, without providing portfolio management or institutional advisory services.

Kathryn Braun is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Ted Stuckslager is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Mequon, WI, where he has worked since 1999, accumulating 25 years of industry experience. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice. The DDK Group advises individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The firm offers a range of investment strategies, including discretionary and non-discretionary management, using both in-house and third-party managers, and provides additional services such as municipal advisory and public finance.

Justin Delwiche is a Financial Consultant currently working with Fidelity Investments, a position he has held since 2021. He focuses on partnering with clients to understand their short- and long-term financial goals and to develop customized financial plans that meet their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining a foundation of trust, reliability, and competency. Justin has extensive experience in the financial services industry. Prior to his current role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021. Before joining Fidelity, he worked at Ameriprise Financial Services, LLC, where he was a Financial Advisor from 2015 to 2020 and a Paraplanner from 2013 to 2015. Outside of his professional life, Justin enjoys boating, fishing, fitness, football, and outdoor adventures.

Charles Severson is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Robert W. Baird & Co. since 1987. Outside of his advisory role, he serves as a general board member and investment committee member for the Lakeview Foundation, a nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and offering a range of investment strategies from traditional to complex allocations.

Thomas Weber is a financial advisor with LPL Enterprise, holding the Series 66 designation and bringing seven years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Edward Jones, and West Corporation. Outside of advisory work, he is a limited partner in a commercial property leasing venture. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation, access to third-party asset managers, and a range of financial planning and consulting services.

Peter Merritt is a financial advisor with Raymond James Financial in Waukesha, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Baird, Tesla, Apple, and Piggly Wiggly. He is also the owner of an online skin care business, Beatific LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through various advisory programs and specialized services.

Austin Stevens is a financial advisor at OSAIC Wealth, Inc. in Milwaukee, WI, holding a Series 66 designation. He has been in the industry since 2026 and previously held roles at High Point Capital Group, Badger Liquor, Beechwood Sales and Service, and other organizations. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

John Foley is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with personalized portfolio management using both in-house and third-party investment managers.

Sean O'Connell is a financial advisor at Morgan Stanley with 22 years of industry experience. He has held positions at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2004 to 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-supported methodologies to develop financial plans.

Rachel Hastings is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.