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 with Morgan Stanley and holds Series 65 and Series 63 licenses. She has 20 years of industry experience, including roles at JPMorgan Securities LLC and The Invictus Collective, LLC. She is currently based in Mequon, WI. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services that use firm-approved tools and modeling techniques to support client goals.

Michael Birschbach is a CFP® with seven years of industry experience currently at Raymond James Financial Services Advisors, Inc. He previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank before joining Raymond James. In addition to his advisory role, he is an associate at Gentian Financial, Inc., focusing on financial planning and client relationship management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and maintains a notable presence in municipal and public finance through its affiliate network.

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.

Brianna Hoskins is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 license and has previously worked at Taylors, Connected Technology Solutions, Explorium Brewpub, and UW-Milwaukee. Outside of her advisory role, Hoskins works as a sales representative for U.S. Lawshield, providing legal defense insurance related to self-defense in the greater Milwaukee area. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services.

Joel Leibengood is a CFP® with three years of industry experience currently advising clients at Cetera in Milwaukee, WI. His prior experience includes roles in education at Purdue University as well as work in banking and small business. He has also been involved with community organizations such as Harris Junior Baseball and Softball Association. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and provides advisors with access to multiple investment platforms and third-party managers.

Paul Nowak is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and investment management solutions supported by proprietary and third-party research.

Liam O Callaghan is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and its affiliates since 2020. Outside of his advisory role, he serves as a general board member for Summit Players Theater, a nonprofit that provides free Shakespeare performances in Wisconsin state parks. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive planning across various financial topics without discretionary trading authority. The firm combines goal-based analyses with optional managed-account programs under a consolidated billing system called “WealthPlan.”

Kevin Gerard is a financial advisor at Charles Schwab with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 2011. In addition to his advisory role, Gerard serves on the boards of two residential condominium associations, Mariners Pointe Condominium Association and Tower 100 at Kalea Bay Condominium Association. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management options alongside brokerage, custody, and financial planning services.

Kenneth Schimpf III is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Board of Directors for the Wisconsin Basketball Officials Association and works as an independent contractor officiating and assigning officials for sporting events. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mary Levar is a financial advisor at Robert W. Baird & Co. in Oak Creek, WI, holding a Series 66 designation with 21 years of industry experience. She has been with Robert W. Baird & Co. since 2007. The DDK Group, part of Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services that include financial planning, discretionary and non-discretionary management, and separately managed account programs.

Connie White is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 credentials and five years of industry experience. Her prior work includes roles at R.W. Baird & Co and a long-term self-employed business with Mary Kay Cosmetics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics. The firm combines planning with managed-account programs through a consolidated billing option while maintaining planning and portfolio management as separate services.

Kenneth Flannery is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James since 2016 and previously worked at Compass Benefit Specialists for 11 years. Outside of his advisory role, he is involved with Compass Benefit Specialists as an insurance agent, referring clients for Medicare Supplement and health insurance services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, charitable, and government clients. The firm offers tailored, typically non-discretionary solutions that include risk-based reviews and institutional consulting, supported by a network of affiliate relationships and specialized programs for small business retirement plans and municipal clients.

Gary Tsoumas is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he serves as president of BME Enterprises, where he consults and advises other financial professionals on business and practice development. 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, and charitable organizations. The firm offers a range of programs including wrap accounts and educational seminars, with planning engagements centered on collaborative, goal-based analysis and written recommendations.

Robert Allbright is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2021. He has held roles at BMO Harris Financial Advisors, BMO Harris Bank, and several M&I entities since 2010. Outside of his advisory work, he serves on the board of the St. Joseph Congregation in Brookfield, WI, and participates as a poll worker for the City of Brookfield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with research support from multiple sources.