Erin Stanek is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with nine years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, Stanek is a board member of the Wauwatosa Public Library Foundation and serves on its Investment and Finance Committee. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and investment vehicles tailored to client goals and risk tolerances.

Michael Kramer is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 credential. He worked at B C Ziegler and Company for 18 years before joining Stifel in 2018. Kramer has served as Past President of the Mequon-Thiensville Chamber of Commerce and is involved in the city of Mequon's Economic Development Board, as well as serving on the board of Community Projects for Seniors. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Zachary Hitchcock is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2017 and previously worked at Combat Corner Professional. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The firm 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.

Craig Lotz is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Sara Aalpoel is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds the Series 66 designation and has held roles outside of finance, including work at Lang Family Eye Care LLC and experience in university advancement and admissions. She also co-founded Fiddleheads Coffee Roasters, operating it for four years. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes a blend of manager-traded and model-traded strategies with ongoing investment oversight.

Abby Quock is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex investments, and provides both discretionary and non-discretionary management options.

Dylan Hanson is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors and Wisco Audio. Hanson is also involved with the Monona Grove Softball Booster Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a network of investment adviser representatives.

Dawn Koger is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2010 to 2020 before joining LPL Financial in 2020. 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 offers a range of services including financial planning, model portfolio programs, and access to third-party asset management, supporting its advisors with research, technology tools, and a broad platform that combines advisory and other financial activities.

Amanda Biggar is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked previously at BMO Harris Financial Advisors and BMO Harris Global Asset Management. Amanda also serves as a fiduciary guardian for her brother. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gabrielle Conforti is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has previously worked at Advantage Plus Financing and Management Research Service. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Adam Kapusta is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Robert W. Baird & Co. since 2005, following prior experience at Strong Capital Management Inc. The DDK Group, where he works, is part of Baird’s Private Wealth Management department and serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separate managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Cody Nicpon is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning his advisory career in 2025. His previous work experience includes roles at UW-Milwaukee, Mila Wealth Management, A.B. Data, and the Washington County Golf Course. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice based on proprietary research and algorithmic tools. The firm’s approach includes restrictive enrollment criteria and operates within an investment universe influenced by its affiliated product ecosystem.

Kim Wisniewski is a financial advisor at Cetera with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several related firms, including First Allied Advisory Services and Cetera ADVISORS LLC. Outside of her advisory role, she is involved with the Wisconsin Athletic Club, where she works as a general cleaner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment programs.

Jennifer Stillman is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been with J.P. Morgan Securities since 2011 and has worked at JPMorgan Chase Bank since 2004. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution 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 brokerage and investment management capabilities.

Nathaniel Radke is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Oshkosh Corporation, and LSC Communications. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Michael Good is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Parry Singh is a financial advisor with LPL Financial in Muskego, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Wells Fargo and BMO Bank NA. Outside of advisory work, he serves as a notary public. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by technology tools.

Daniel Schneck is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert Baird & Co. since 1999. Schneck serves as a board member and treasurer for Prevent Blindness Wisconsin. He 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. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies along with ongoing manager selection and monitoring.

Phillip Dallman is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 1987. 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, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Denise Klemens is a CFP® with 26 years of experience in the financial industry. She has worked at Stifel since 2018 and previously spent 13 years at B C Ziegler and Company. She holds the Series 66 designation and is based in Mequon, WI. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.