David Baum is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2016. Outside of his advisory work, Baum serves on the board of the Milwaukee Bay Soling Fleet and holds leadership roles in related sailing organizations, as well as serving on the Milwaukee Public Library Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies, delivered through a centralized team collaborating with financial advisors.

Keith Orcutt is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and seven years of industry experience. He has worked at various divisions within Morgan Stanley since 2019 and has prior experience with McLane Co. Inc., Baylor University, and American Amicable Life Insurance Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Stephen Wattles is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior experience includes roles at JP Morgan Securities LLC, Merrill, and Edward Jones. Outside of finance, he has been involved with several entrepreneurial ventures, including YOGA4, LLC and Concealability LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

David Ellifson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Baird, he worked at Assurant Inc., Gordon Brothers, and held multiple roles at Milwaukee School of Engineering and Veolia Water. The DDK Group, a team within Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, leveraging internal research and strategic partnerships.

Connor Dyke is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. His prior work includes positions at U.S. Bank and full-time student status before returning to Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Andrew Johnson is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 20 years of industry experience, including roles at Capital One Advisors, Woodbury Financial Services, and Ameriprise. He is based in Wauwatosa, WI. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with centralized due diligence and includes capabilities in derivatives and commodities.

Timothy Steffen is a financial advisor with Robert Baird & Co. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at PIMCO Investments LLC and Pacific Investment Management Company LLC, and has been with Baird since 1999. Outside of his advisory role, he teaches a tax review course for the Certified Private Wealth Advisor (CPWA) program and serves on the investment committee of a nonprofit endowment fund. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations, providing tailored consulting and portfolio management services that include traditional and non-traditional strategies as well as municipal advisory and public finance services.

Kevin Rodden is a Senior Resident Director at Merrill, specializing in comprehensive wealth management strategies. He focuses on understanding clients' financial situations, families, and priorities to develop personalized approaches tailored to their goals. Kevin's client expertise spans college education and legacy planning, retirement income, portfolio management, family wealth management, liquidity management, small business strategies, and special needs planning. Kevin has been with Merrill since 2004. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Wisconsin System. Outside of work, Kevin enjoys baseball, golfing, hiking, music, skiing, and spending time with his wife and two children in Pewaukee.

Ryan Mulcahy is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Baird in 2022, he worked at American Investment Advisors Inc. and has a background that includes roles in the culinary industry. He is part of The DDK Group, a team within Baird’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 range of in-house and third-party managers across traditional and non-traditional investment strategies.

Thomas Duffey Jr. is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2011, following five years at M&I Investment Management Corp. 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, pensions, profit-sharing plans, and charitable organizations. The firm offers a wide range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research and a mix of manager-traded and model-traded strategies.

Michael Sullivan is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. He has worked at Baird since 2017 and previously held roles at Schoolyard Tavern and Robert Half Technology. Outside of his advisory role, he is an online blogger and has ownership and partnership interests in non-investment-related businesses including North Country LLC and Te di Gio. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, employing manager-traded and model-traded strategies alongside tax management and direct indexing, supported by ongoing manager selection and internal research.

Benjamin Davis III is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Associated Bank, Wells Fargo Bank, and other firms across various sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach combines centralized due diligence with quantitative and qualitative research to deliver written asset allocation advice and customized reporting, while clients retain final decision-making authority.

Kelly Pekoske is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera and its related entities since 2006. Outside of her advisory role, she serves as the financial secretary for Living Word Lutheran Church, where she handles weekly offering counts and deposits. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Brenda Hutchinson is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Robert Baird & Co. since 1989. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management.

Tal Diekvoss II is a financial advisor with OSAIC in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. His career includes roles at PricewaterhouseCoopers LLP and FSC Securities Corporation prior to joining OSAIC. He also serves as Director at Fiduciary Management Group, LLC, overseeing qualified retirement plan services. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

Christian Wemmert is a Series 66-registered financial advisor with six years of industry experience, currently affiliated with Equitable Advisors in Milwaukee, WI. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. He also serves as an administrator or executor of an estate or trustee of a trust for non-family or family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through Investment Adviser Representatives and third-party asset managers, emphasizing tailored client solutions without sponsoring its own wrap fee program.

Timothy Fotsch is a CFA® charterholder and Series 63 licensee based in Milwaukee, WI, with four years of industry experience. He has been with R.W. Baird since 2022 and previously worked at PPM America for ten years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies along with advanced research and technology tools.

Joshua Hoffman is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank First, The Wharf, and the University of Wisconsin-Madison. Outside of his advisory role, he serves as an assistant JV basketball coach at Lincoln High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and a range of investment strategy options.

Joseph Van Dorn is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked across multiple Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and regulatory registrations uncommon among large institutional peers.

Breanna Strerath is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She has previously worked at RBC Capital Markets, LLC for five years and earlier held another position at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.