Jean Pratt is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Company Inc. since 1993. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides tailored consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs.

Nicholas De France is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and no prior industry experience. His work history includes roles at Grande Cheese Company and Weyco Group Inc. before joining Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients using a range of portfolio management and financial planning services. The firm employs multiple SMA strategies, tax management, and unified fee arrangements, supported by internal research and ongoing manager monitoring.

Gage Davidson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, focusing on areas such as college education planning, family wealth management, liquidity management, retirement planning, portfolio management, and tax minimization. Gage works closely with clients to develop financial strategies tailored to their individual goals and circumstances. He holds a Bachelor's Degree from Winona State University and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA). Gage is fluent in English and Spanish, which supports his ability to serve a diverse client base. Beyond his professional work, Gage has been involved in community service as a former Board Director of Aloha Communities, an organization providing living and vocational opportunities to young adults with Fetal Alcohol Spectrum Disorder. His personal interests include cooking, interior decorating, racquetball, reading, running, soccer, tennis, and spending time with his family.

Joseph Hughes is a Series 66-licensed advisor with J.P. Morgan Securities in Milwaukee, WI. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and twelve years at Associated Bank N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Mathew Kuhnau is a financial advisor with Edward Jones in Greendale, WI, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

Patrick Mutsune is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he is a rental property owner. He 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, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Robert Andraschko is a financial advisor at Edward Jones in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Saelytics, K & H Construction, and the University of Wisconsin Milwaukee, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Samantha Nelson is a financial advisor with LPL Financial based in Brookfield, WI. She holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at Johnson Financial Group and has also served as a notary for the State of Wisconsin since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Brendan Flynn is a financial advisor at Fidelity with the Series 66 credential and eight years of industry experience. His prior roles include positions at US Bank, JP Morgan Chase Bank, JP Morgan Securities, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Alexandra Spangler is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with five years of industry experience. She has worked at Robert W. Baird since 2020 and previously held positions at Santander Bank, Definitive Healthcare, and Bryant University. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers with various investment strategies.

Samantha Bane is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 12 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves as a board member on the Investment/Finance Committee of HEAR Wisconsin. The DDK Group, a team within 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 including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager monitoring.

Lisa Lewitzke is a financial professional with 28 years of industry experience, currently affiliated with Cetera. She previously worked at Landaas & Company for 19 years and has been providing financial services through Lewis Financial since 2023. She is a member of a landscaping LLC owned by her husband. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform, managing over $256 billion in assets across more than 10,000 advisors.

Cassandra Meyers is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2011. She holds a Series 66 designation and is based in Whitefish Bay, WI. She 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 other institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Rosalie Weiss is a financial advisor at Cetera with Series 63 and Series 65 credentials. She has approximately one year of industry experience, including prior roles at Mutual of Omaha Investor Services and various positions in the restaurant and automotive sectors. Cetera Investment Advisers LLC serves a nationwide network of independent advisors and a broad client base ranging from individual investors to institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services supported by over $256 billion in assets under management.

David Urban serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With over thirty-five years of banking and investment experience, he focuses on serving high-net-worth executives and professionals who face complex financial challenges. His expertise encompasses family wealth management strategies, legacy planning, liquidity management, tax minimization, personal retirement planning, and socially responsible investing, among other areas. David holds a Bachelor's Degree from the University of Wisconsin System and an MBA from Northwestern University. He carries the Personal Investment Advisor (PIA) designation. In his professional practice, he collaborates closely with clients' accountants and attorneys to develop customized financial strategies aimed at growing wealth, reducing risk, and improving tax efficiency. His services include goals-based wealth planning, professional investment management with custom portfolios, tax-smart financial strategies, charitable giving, and estate planning. Beyond his professional work, David is actively involved in community organizations including the Elmbrook Rotary Club, Potawatomi Area Council of Scouting America, and serves on the Chapter Advisory Board for the Psi Chapter of Theta Chi Fraternity. His personal interests include baseball, biking, football, golfing, hiking, running, tennis, traveling, watching movies, and spending time with his family.

Kevin Nemoir is a CFP®-certified financial advisor at LPL Financial with 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Annex Wealth Management. Nemoir is also involved with Forward Financial Partners, LLC, an entity associated with his LPL business activities. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of more than 22,800 advisors.

Emily Phillips is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing internal research and tools such as artificial intelligence in delivering client advice.

Megan Allen is a Series 66-licensed financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously held roles at Thrivent Investment Management Inc. and Muskego Lakes Group - Thrivent Financial. In addition to her advisory role, she owns Ardent Coaching, where she works as a career coach. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Frederick Ballenger is a financial advisor at Fidelity with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and PNC Bank. At Fidelity, he has been associated with the firm since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and plays a formal advisory role to multiple funds, utilizing systematic methodologies and established governance procedures.

Ryan Nieuwenhuis is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2019, following seven years at Gwfs Equities, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The firm offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches, including both traditional and non-traditional allocations.