Merissa Slowik is a CFP® professional with three years of industry experience, currently with Robert W. Baird & Co. in Milwaukee, WI. She previously worked at Johnson Bank and Johnson Wealth Inc., and has held roles outside finance, including at Walt Disney World and the Center for Students with Disabilities at UW-Whitewater. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Erin McGrath is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools without providing individual security recommendations as part of its standalone planning services.

Scott Wick is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2018 to 2025. Outside of his advisory role, Scott serves as an officer and treasurer on the board of a private family charitable foundation focused on community organizations related to school choice, health and wellness, and religious endeavors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm utilizes both in-house and third-party investment managers and offers customizable investment strategies tailored to each client’s risk profile.

Christopher Simon is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Alicia Pfiffner is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she was involved with Pfiffner Chain Vacations, LLC, from 2018 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Michael White is a CFP® certificant with 38 years of experience in the financial services industry. He is currently with Cetera and has held roles at First Allied Advisory Services and First Allied Securities, among others. White serves as a director of the Just Fore Kids Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors. It offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts.

Erik Schleicher is a CFA® charterholder with 10 years of industry experience and has been with Robert Baird & Co. since 2015. He is based in Milwaukee, WI. Outside of his advisory role, he owns and manages a residential real estate business. 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 by providing tailored consulting and portfolio management services across a range of traditional and non-traditional investment strategies.

John Persa is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kiersten Banaszak is a financial professional affiliated with Cetera, holding a Series 66 designation and bringing 18 years of industry experience. Her career includes roles at Benevest & Associates, Cetera Wealth Services, and The Benefit Companies. Outside of advisory work, she is involved as an independent beauty guide and serves as a notary public. 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 range of portfolio management, financial planning, and retirement services, with access to multiple program structures and external money managers.

Ryan Boyd is a CFP® professional with 12 years of industry experience, currently with Wells Fargo Clearing. His prior experience includes roles at Lincoln Investment, LPL Financial LLC, UW Credit Union, and CUNA Mutual Group. He volunteers as a tax preparer with the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third parties to support its investment selection and portfolio strategies.

Suzanne Cienkus is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Morgan Stanley since 2012. Outside of her advisory role, she is co-owner of a family-run mobile home park business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and offers both retail and corporate financial planning solutions.

Alex Kratz is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and five years of industry experience. He previously worked at UMB Fund Services from 2016 to 2019 before joining Baird in 2019. Kratz is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research tools.

Casey Rajala is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at Champps Americana Restaurant. 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 provides tailored consulting and portfolio management services, including discretionary and non-discretionary management, using a variety of strategies and overlays to meet client goals and risk tolerances.

Brittany Peters is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. She also operates a separate business under the name Lake Financial Group. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Christine Lind is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Robert W. Baird & Co. since 2001. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of strategies from traditional equity and fixed income to more complex private funds and real-asset exposures.

Richard Butler is a Series 66-credentialed financial advisor with Morgan Stanley, based in Mequon, WI, and has 27 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Butler serves as Treasurer and Finance Chairman for the Columbia St. Mary’s Foundation, where he manages the quarterly finance committee meetings and reviews investment performance and financials. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and maintains diversified offerings including advisory, brokerage, and structured product services.

Steven Sievers is a Series 66-credentialed financial advisor with 13 years of experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans. He has been with these firms since 2012 and 2013 respectively. Outside of finance, he serves on the Board of Directors for the Badgerland Waterski Show Team, a recreational waterski show group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses across a broad range of planning topics. The firm’s approach separates planning from implementation and managed-account services and does not accept discretionary trading authority for its planning engagements.

Thomas Gerger is a financial advisor at Stifel with 52 years of industry experience. He has been with Stifel since 2012 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology for asset allocation and planning, providing clients with analysis to support their decision-making.

Benjamin Hemer is a CFP® with eight years of industry experience, currently serving at Robert W. Baird & Co. since 2025. His prior experience includes roles at JP Morgan Chase Bank, N.A. and JP Morgan Securities, LLC, where he worked for five years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and custody services to individuals, corporate and business clients, pension plans, and charitable organizations. The firm manages approximately $394 billion in regulatory assets and offers a range of investment strategies and municipal advisory services.

Bruce Lanser is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, Lanser serves on the board of Junior Achievement of Wisconsin and chairs its Investment Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, employing proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management and offers services such as portfolio management, financial planning, and capital markets activities.