Brett Dawsey is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he serves on the investment committee for Civic Music Milwaukee. 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 a broad range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with ongoing manager selection and monitoring by home-office professionals.

Ethan Arneson is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and Morgan Stanley. Outside of his advisory role, he participates in an investment club with friends. He 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 variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing manager selection supported by internal research and technology.

Amanda Ignasiak is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2013. She has 12 years of industry experience. 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 using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Judy Villegas is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience. She has been with Robert W. Baird & Co. for 28 years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a range of investment strategies and internal research tools.

Alexa Robinson is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, she held roles at Bottle House 42, Trader Joe's, Lake Tribe Brewing Co., and other businesses. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including registered investment companies and model portfolios for intermediary platforms.

Laurence Kachel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been associated with Cetera and its affiliates since 2004 and leads Kachel Financial Group since 2012. Outside of advisory services, he serves as chairman of the board for the Greater Whitewater Committee, a nonprofit focused on local business attraction, and holds board roles in education and charitable organizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party model portfolios, providing a wide range of program structures and investment solutions.

Elijah Crooker is a financial professional with the Series 66 designation and two years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience at Cetera and Teofilo & Company. Outside of his advisory work, he has worked as a sales associate for the Milwaukee Bucks. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of discretionary and non-discretionary strategies across multiple platform arrangements.

Tricia Uttech is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Uttech serves on the Board of Elders at Watertown Moravian Church in Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Lauren Vollrath is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Company since 2012. Outside of her advisory role, she serves on the boards of the Milwaukee Youth Symphony Orchestra and the Milwaukee Youth Arts Center Foundation, participating in their investment and finance committees. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in‑house and third‑party managers to implement a variety of traditional and non‑traditional investment strategies.

Paul Wickert is a financial advisor with Cetera in Milwaukee, WI, holding a ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including roles at Fiduciary Trust, Avantax Insurance Agency, and Avantax Investment Services. Outside of advisory work, he is a partner in Root Creek Investments of Greenfield LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated and third-party model strategies across various program structures.

Aaron Cross is a financial advisor with LPL Financial based in Milwaukee, WI, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including long-term tenure at BMO Bank NA and M&I Trust Company in various financial services roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Alexandria Simons is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird since 2011. Alexandria serves as a Finance Committee Member for Friends of Lakeshore State Park. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises 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, including discretionary and non-discretionary portfolio management and customized investment strategies.

Charles Hoover is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Citigroup for nine years before joining Baird in 2023. Outside of his advisory role, he owns a rental property investment. 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 services including financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies along with internal research and technology in its advisory process.

Charles Hurtgen is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services Inc, Girard Securities, Inc., and MPC Advisers, LLC. He serves as a board member at Midwest Planning Company and works as a financial consultant specializing in fixed life and long-term care insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Chad Giese is a financial advisor with Robert W. Baird & Co. in New Berlin, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Robert W. Baird & Co. since 2000. 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 consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches.

Sarah Bucek is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, she worked in the Greendale School District for eight years. Outside of her advisory role, she coaches a community First Lego League team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Brennan Demark is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at Baird since 2020. Prior to joining Baird, he was employed at Lavelle Industries and Dyemark Contracting. Brennan is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team 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.

Margaret Savage is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Christine Spangenberger is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 66 licenses. She has 33 years of industry experience, including 18 years with RBC Capital Markets Corporation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base ranging from individual investors to institutions and charitable organizations. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Erin Gray is a financial advisor at Robert W. Baird & Co. with 22 years of experience at the firm. She holds the Series 66 designation and is based in Milwaukee, WI. 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 offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.