Richard Ormsby is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 registrations and over 30 years of industry experience. He previously worked at Merrill and Bank of America, contributing to his long tenure in the financial services sector. Outside of his advisory role, Ormsby is involved in family-owned businesses focused on hunting land management and provides consulting on funeral planning operations. He also volunteers with Habitat for Humanity, offering input on retail merchandising for their ReStore expansion. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment advisory programs with a range of portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party managers alongside integrated capital markets and lending capabilities.

Ryan Lemenager is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and seven years of industry experience. He has worked at Baird and Morgan Stanley during his career. Outside of his advisory role, he is the founder of RJ Stevens, a youth golf accessories company. Ryan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing internal research and tools such as artificial intelligence in client advice.

Tamie Dudor is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Robert Baird & Co. since 1996. 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 financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

David Tuttle is a CFP® professional with 31 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Cody Berger is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He began his career in financial services in 2016 and has held various roles within Fidelity Investments, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Minneapolis Financial Group. Cody focuses on partnering with clients to develop goal-based financial strategies tailored to their individual priorities and preferences. He aims to serve as his clients' primary advisor throughout all stages of life, drawing on his own experiences to emphasize the importance of planning. Outside of his professional role, Cody enjoys biking, fishing, football, spending time at the lake, caring for pets, and traveling.

Micah Dykema is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. His prior roles include positions at Northwestern Mutual, Riverwater Partners, and Enercon Industries. 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 with tailored financial planning and portfolio management strategies. The firm offers a range of services including discretionary and non-discretionary management, separately managed accounts, and overlay services, supporting both traditional and complex investment approaches.

Gregory Branson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a member of the Elm Grove Fire Department. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporations, charities, and government entities. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs and is notable for its municipal finance and institutional consulting capabilities.

Chad Johnson is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2005 and holds a Series 66 designation. 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jacob Michalski is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2021. Prior to that, he was employed by JPMorgan Chase Bank, N.A., and has experience with companies including Routine Baseball and Complex Solutions. 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 an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Stephen Koch 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 2002. Outside of advising, he serves as a basketball referee for league games. Koch is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded strategies, tax management, and internal research tools in its advisory approach.

Kayla Lukehart is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at TD Ameritrade and Charles Schwab entities since 2016. Charles Schwab & Co., Inc. serves primarily 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 options, combining multi-asset model portfolios with alternative investment due diligence and centralized custody and order-routing capabilities.

Maiti Quill is a financial advisor with Morgan Stanley in Waukesha, Wisconsin, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2023, Quill worked at Merrill for four years and Stifel for one year. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeled with Global Investment Committee data and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Kenneth Malczewski is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005 and was previously involved with Cross Plains Brewing Company for nine years. He is also a 15% co-owner of Polski Investments, operating as Bull & Bear Associates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Amanda Barwick is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and nine years at Ameriprise following five years at Briggs & Stratton. She has two years of industry experience. Outside of her advisory role, she owns Pickled Oak, a retail business. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gennell Warner is a financial advisor with Stifel, holding a Series 66 credential and over one year of industry experience. Prior to joining Stifel in 2023, Warner worked for Edward D. Jones and Co. for 15 years. Outside of advisory work, Warner is involved with Pruvit Ventures Inc., a dietary supplements company engaged in direct sales. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decisions in asset allocation and financial planning.

Michael Goertz is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Douglas Dynamics, Fiserv, and Johnson Financial Group. Outside of his advisory role, he is a co-owner of Bear Authority, a small business in Milwaukee that sells handcrafted goods and t-shirts at campgrounds and craft shows. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonah Durham is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at U.S. Bank, CBRE, DPI Supply, and Morgan Dempsey Capital Management. Durham also worked at the University of Wisconsin Milwaukee from 2014 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

Katie Jackson is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Robert W. Baird. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Aaron Benson is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Benson serves as Vice President of the Board for the CFA Society of Milwaukee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Gregory Dietz is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and is concurrently associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Since 1984, he has also operated as an independent insurance agent selling fixed annuities and Medicare-related life, accident, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analysis tools, with optional implementation through brokerage or insurance arrangements.