Jonathan Stiever is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he spent six years with the Chicago White Sox and had a one-year tenure at Hitters Baseball. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Benjamin Ihrke is a financial advisor at Robert Baird & Co. with five years of industry experience. He has been with Baird since 2019 and previously worked at U.S. Bank from 2012 to 2019. He holds the Series 66 designation. Benjamin is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice. The group advises a range of clients including individuals, families, pensions, corporations, and charitable organizations, offering customized consulting and portfolio services that incorporate both traditional and complex investment strategies.

Thomas Savage Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 23 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of his advisory work, he serves as Treasurer and board member of The Town Club in Fox Point, WI. He 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 with customized financial planning and portfolio management strategies. The firm offers a range of services including discretionary and non-discretionary management, separately managed accounts, and municipal advisory alongside investment banking and trust capabilities.

Bridget Lee is a CFP® professional with 15 years of industry experience, currently advising at Charles Schwab in Brookfield, WI. Her prior work includes roles at Baird and RBC Capital Markets. Outside of finance, she owns a home bakery business called Bridget’s Mobile Bakery. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and research capabilities.

Brian Campeau is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 23 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Baird in 2017, he spent 15 years with Vogel Consulting, LLC. Baird’s Private Wealth Management team, including the DDK Group where Campeau works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager oversight.

Robert Di Donato II is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Paul Coldagelli is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 license and has 33 years of industry experience. His prior work includes a role as an agent for Banner Life Insurance Company from 2014 to 2017. Coldagelli is also the owner of Wellspring Personal Financial Services LLC, a support business based in Brookfield, WI. 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, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports institutional consulting and portfolio management across a large network of advisors.

Christopher Didier is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has been with Robert Baird & Co. since 1991. Outside of his advisory role, Didier is an owner and member of MVC GP, LLC, a non-investment related business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers, with strategies that include traditional and non-traditional investments.

Cristina Vasquez is a Financial Consultant at Fidelity Investments, where she has been serving since 2021. Prior to this role, she held positions at Fidelity Investments as an Investment Consultant from 2020 to 2021 and as a Financial Representative from 2019 to 2020. Her experience also includes roles at Heck Capital Advisors as a Financial Planning Client Relationship Associate from 2018 to 2019, and at Northwestern Mutual, where she worked as an Associate Portfolio Manager in 2017, Portfolio Management Consultant in 2017, and Senior Portfolio Specialist from 2014 to 2017. Cristina is a CERTIFIED FINANCIAL PLANNER™ and focuses on helping clients make confident, informed decisions by co-creating personalized financial plans that begin with understanding their goals, priorities, and values.

Jacalyn Brown is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 33 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she is a co-owner of a family rental property in Tomahawk, Wisconsin. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Steven Meyer is a CFP®-designated financial advisor with 33 years of industry experience. He currently works at Wells Fargo Clearing, where he has been since 2019, following a four-year tenure at Morgan Stanley Private Bank, National Association. Meyer is based in Milwaukee, WI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Amanda Carlson is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Empower Retirement, Cross Country Mortgage, and Quicken Loans. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and utilizes firm-approved planning tools such as Secular Return Estimates and Monte Carlo simulations.

Debrah Oelke is a financial advisor with Ameriprise in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked at Ameriprise since 2017, following a nine-year tenure at UBS Financial Services. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, delivering written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

Julie Shane is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2001. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Erika Milosevich is a financial advisor at Cetera with Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Cetera Investment Services LLC since 2004 and Northshore Bank since 2000. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and investment options.

Michael Villanueva is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at the Federal Deposit Insurance Corporation. Outside of finance, he has experience in education, including roles at the University of Wisconsin - Milwaukee and local schools. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing tailored consulting and portfolio management services across a range of investment strategies.

Ish Cardenas is a Financial Consultant at Fidelity Investments, bringing over two decades of experience in personal finance. He has held various roles in the financial services industry, including Regional Director and Financial Planner at Prudential from 2015 to 2024, Regional Manager and District Manager at Catholic Financial Life between 2008 and 2015, and Financial Advisor at Catholic Financial Life from 2005 to 2008. His career began as a Personal Banker at BMO Harris Bank from 2003 to 2005. As a Certified Financial Planner (CFP®) with 21 years of experience, Ish focuses on helping families work toward financial security by simplifying the complexities of personal finance. He emphasizes building lasting relationships based on trust and creating strong financial plans tailored to his clients' unique goals. Outside of his professional work, Ish enjoys family activities, fitness, exploring culinary interests, social events with friends, and traveling.

Ty Rafn is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has held various roles since 2016, including positions at WestPoint Financial Group and Joe Tamm State Farm. Outside of his advisory work, he is also employed at a bar and grill in Cedarburg, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Jennifer Roettgers is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2013. She 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 a range of financial planning and portfolio management services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Paula Burns is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She previously worked at Robert W. Baird and Company from 2010 to 2018 before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by notable capital markets and affiliated asset management capabilities.