Matthew Young is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Fidelity Investments and has prior experience at Westpac Wealth and Northwestern Mutual. Outside of his advisory work, he coaches for the Milwaukee Jr Admirals hockey team. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Spencer Simonen is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, his family is involved in a franchise business called Aswell Supply, which offers fasteners and cleaning supplies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Nolan Mueller is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked with Cetera and affiliated firms since 2023 and previously held roles including bartender at North Shore Country Club. Mueller also serves as an independent contractor providing financial advising through North Star Resource Group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients with a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Ashley Gaszak is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank in Wisconsin since 2011. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Allison Mayer is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 2015. She has 10 years of industry experience and is based in Milwaukee, Wisconsin. Robert W. Baird & Co. is an institutional firm whose 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, discretionary and non-discretionary portfolio management, and utilizes a combination of internally researched investment strategies and manager-traded accounts.

Bradley Tipple is a financial advisor with LPL Enterprise in Wauwatosa, WI, holding Series 66, Series 65, and Series 63 licenses and possessing 17 years of industry experience. His prior work includes a 16-year tenure at Robert W Baird & Co and roles at API Financial Advisors, LLC, and Lake Street Financial, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, alongside non-securities products including trust custody and insurance services.

Dea Harizaj is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at various Morgan Stanley entities as well as Northwestern Mutual. Outside of her advisory role, she is involved in modeling. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and utilizes firm-approved tools, serving clients primarily in an advisory capacity.

Peter Nordenberg is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 15 years of industry experience. He is also associated with Gentian Financial, Inc., where he assists in managing daily operations, leads security research, and shares client relationship responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm’s approach involves tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supported by a large network of advisors and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

David Dudek is a financial advisor with Charles Schwab in Brookfield, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Dudek serves on the advisory board for the University of Wisconsin-Green Bay Charles Schwab Foundation Center for Financial Wellness, focusing on increasing awareness of personal finance within the university and local community. Charles Schwab serves a large client base, 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 a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Rowan Hildebrandt is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird in 2025, he held roles at Araca Merchandise and Savant Wealth Management, among others. Outside of his advisory work, Hildebrandt is involved in sales within the arts and crafts sector. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and investment approaches tailored to client goals and risk tolerances.

Sara Gall is a financial advisor at Robert W. Baird & Co. based in Milwaukee, WI, holding a Series 66 credential and with 11 years of experience at the firm. She has been with Robert W. Baird since 2015. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and custody services through a range of strategies and emphasizes ongoing manager selection and internal research in its advisory approach.

Michael Delgadillo is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his financial services career, he served for 14 years at the West Bend Police Department. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing both manager-traded and model-traded strategies, with ongoing manager selection and monitoring supported by internal research and advanced tools.

Scott Falk is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, covering a range of traditional and complex investment approaches.

Derek Polczynski is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Steinhafels, Amazon, Milwaukee School of Engineering, and The Legend Clubs. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through various management strategies and overlays.

Matthew Urbanek is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Morgan Stanley and Transamerica Investors Securities Corporation. 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 charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Ian Wasserman is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining the firm in 2026, he held multiple roles in various symphony orchestras and music education organizations. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs primarily delivered through a network of Investment Adviser Representatives and third-party managers.

Mallory Mc Ginty is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. Prior to joining Baird in 2017, Mc Ginty worked for two years in the Department of Engineering at Marquette University. Mc Ginty is part of The DDK Group, a team within 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 financial planning, portfolio management, and custody services, utilizing both manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

Michael Kelly is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Bank of America. He serves as a Board Director and co-chair of the investment conference committee for SecureFutures, a nonprofit providing financial literacy programs to high school students. Merrill serves a broad range of clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategy types and a roster of manager-constructed strategies, supported by oversight from its CIO and platform governance.

Kelsey Brandenburg is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 66 designation and 7 years of industry experience. She has been with Robert W. Baird & Co. since 2012. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers customized financial planning and portfolio management services using a range of strategies and investment options tailored to client goals and risk tolerances.

William Carhuff is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to his current role, he worked for Wells Fargo Bank, N.A. for five years and was involved with Toppers Pizza Madison Regent Street for six years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors, providing both brokerage and advisory solutions with a focus on research, analytics, and diversified investment strategies.