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.

Trent Muller is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a board member and treasurer for the Black String Triage Ensemble, an organization involved in art, culture, disaster relief, public safety, and individual rights and liberties in Milwaukee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including financial planning services that utilize structured discovery conversations and firm-approved tools to develop tailored plans.

Scott Waechter is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Alliance America, United Advisors America, FSB Premier Wealth Management, and Bankers Life. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers through a large network of affiliated advisers and advisory platforms.

Raluca Stanescu is a Series 66-licensed financial advisor with Morgan Stanley in Milwaukee, WI, and has 10 years of industry experience. She previously worked at Northwestern Mutual in both their investment management and life insurance divisions from 2015 to 2019. Outside of her advisory role, she serves as treasurer for the Whitefish Bay chapter of AFS-USA, a nonprofit organization supporting exchange students and host families. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and models and offers both retail and institutional investment solutions.

Ryan Jaeger is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, Jaeger serves as a ski coach for the Ausblick Ski Race Team. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Jeri Albrecht is a financial advisor with Merrill in Milwaukee, WI, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She has been with Merrill since 1988 and has also worked at Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical managed account offerings.

Thomas Ewing is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He began his advisory career in 2025 and has held various roles at firms including Republic Finance and Goshen Health prior to joining Baird. Robert Baird & Co.’s DDK Group 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, and a range of separately managed account programs supported by in-house research and investment professionals.