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 been with Cambridge Investment Research Advisors since 2017 and previously worked at SII Investments, Inc. from 2005 to 2017. Outside of his advisory role, Stanley serves as an independent insurance agent and is president of American Financial Services Inc., where he also provides tax return services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing both proprietary model strategies and access to unaffiliated investment managers.

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.

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.

Nolan Ott is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has held roles at Rush River Wealth Management and Cetera Wealth Services, LLC since 2025 and operates Ott Holdings dba Rush River Tax Navigation. Before entering the financial sector, he worked at CentroMotion and Johnson Controls. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management programs, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

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.”

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.

Brian Carter is a financial advisor with LPL Financial based in New Berlin, WI. He holds Series 65 and Series 63 licenses and has over a decade of experience in the financial industry, including roles at BMO Bank and BMO Harris Bank. Carter has been with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services through a national network of investment adviser representatives.