Christopher Merker is a financial advisor with Robert W. Baird & Co., Incorporated, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, Merker teaches "Business Basics for Lawyers" at Marquette University Law School and consults for Timberwolf Technologies, a media and financial technology company. He is also an author published by Palgrave-Macmillan and serves on the board of Water + Energy Forward, Inc., where he participates in the Investment Finance Committee. Merker 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 tailored financial planning and portfolio management services, utilizing a variety of investment strategies and overlay services to meet client goals and risk tolerances.

Michael Parker Sr. is a financial advisor with Primerica Advisors in Germantown, WI, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has been with Primerica Advisors since 1994 and affiliated with Primerica Financial Services since 1989. Outside of his advisory role, he owns MAP & Associates, LLC, an investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through established custodians.

Dean Strom is a financial advisor with LPL Financial, holding a Series 63 credential and over 26 years of industry experience. His prior roles include positions at Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and Waterstone Financial Group. 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, third-party asset management, and institutional platforms, utilizing technology and a broad network of advisors to support investment strategies.

Chaitanya Yaramada is a CFA® charterholder with 14 years of industry experience. He is currently with Robert Baird & Co. and has prior experience at Brown Capital Management, LLC and Robert W. Baird & Co. INC. His work is based in Milwaukee, WI. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research, including artificial intelligence tools, in client advice.

Christopher Langjahr is a financial advisor with J.P. Morgan Securities in Brookfield, Wisconsin, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2006. Previously, he was with Ameriprise Advisor Services, Inc. in 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Hunter Maslowski is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at MPC Advisers, LLC and the University of Wisconsin - Madison. Outside of his advisory roles, he was involved with Hidden Glen Golf Club for six years. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with various financial planning and advisory services. The firm’s investment process is model-based, focusing on asset allocation and portfolio optimization, supported by technology and a large affiliate network.

Brogan Etten is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Etten held positions at Wisconsin Athletic Club and Sirona Recovery, among other organizations. Outside of finance, Etten has experience spanning community services and hospitality through prior roles at Children's Wisconsin Community Services and Doyles Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, offering model portfolios and applying oversight through affiliated and unaffiliated sub-advisers.

Douglas Artus is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he serves as the board president of the Harborfront Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jeremy Bisick is a Series 66 licensed financial advisor with Edward Jones, based in Sussex, WI, and has 23 years of industry experience. He has been with Edward Jones since 2006. 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, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Stephanie Ray Kuczynski is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. She holds a Series 66 designation and has been associated with Robert W. Baird & Co. since 1999. Additionally, she serves as an elected official on the St. Francis School District Board. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.

Apexaben Shah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Wells Fargo in 2021, Shah worked at J.P. Morgan Securities and JP Morgan Chase Bank. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ryan Eiche is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Northwestern Mutual and JPMorgan Chase Bank in Wisconsin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions to build model asset allocations.

Richard Nelson is a CFP®-designated financial advisor at Cetera with 34 years of industry experience. He has worked with Cetera and its related entities since 2004 and maintains a separate tax and accounting practice dating back to 1973. Outside of his advisory and tax work, he supervises a timber farm and serves as commander of the American Legion Post 410 in Fredonia, WI. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures and custodial relationships.

Daniel Laubusch is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1998. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises 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, employing both traditional and non-traditional investment strategies.

Andrew Wulf is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Refinitiv and JP Morgan Securities LLC. Outside of finance, he has experience working at Zazzo's Pizza and Bar and served at Carroll University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of portfolio management strategies and offers financial planning, manager selection, and tax-management services, supported by internal research and technology tools.

Craig Vento is a Series 66-credentialed financial advisor with 23 years of industry experience, currently affiliated with Fidelity Investments. His prior roles include positions at TD Ameritrade, LPL Financial, BMO Harris Bank, Waddell & Reed, and various insurance agencies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Jacob Melby is a financial advisor with Stifel in Waukesha, Wisconsin, holding a Series 66 designation and four years of industry experience. He previously worked at Drake & Associates and Airgas, and spent over a decade at Target before beginning his career in finance. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

John Zielinski is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, Zielinski serves as an advocate for Wisconsin DECA in Milwaukee Public Schools, supporting leadership training and competitive opportunities for high school business students. 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 group provides customized financial planning and portfolio management services using a variety of investment strategies and offers additional municipal advisory and public finance services.

Dominic Rice is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Woodbury Financial Services, Girard Securities, and Securian Financial Services. Rice also engages in fixed insurance sales through Matrise Polzin and Co and MPC Insurance Services. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process and multiple custodial and affiliated relationships.

Steven Indermuehle is a financial advisor with Morgan Stanley in Mequon, WI, holding a Series 66 credential and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is an owner of Red Diamond Foods, a food business based in Grafton, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and investment modeling.