Scott Sullivan is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 35 years of industry experience. He has been with Robert Baird & Co. since 1990. Outside of his advisory role, he is an owner and member of a non-investment related S Corporation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Margaret Spada is a CFP® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2009, totaling 16 years of industry experience. She is based in Brookfield, WI. Outside of her advisory role, she has participated in guest welcoming and wine tasting events at a winery in Skaneateles, NY. 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 and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Wisniewski is a financial advisor with OSAIC based in Brookfield, WI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including 35 years at Signator Investors, Inc. and over 8 years at Royal Alliance Associates, Inc. Wisniewski owns several financial services businesses focused on fixed annuities, mutual funds, and insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, and it supports various program types including Unified Managed Accounts and third-party money manager programs.

Matthew Young is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Fidelity Investments and has prior experience at Westpac Wealth and Northwestern Mutual. Outside of his advisory work, he coaches for the Milwaukee Jr Admirals hockey team. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Spencer Simonen is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, his family is involved in a franchise business called Aswell Supply, which offers fasteners and cleaning supplies. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Nolan Mueller is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked with Cetera and affiliated firms since 2023 and previously held roles including bartender at North Shore Country Club. Mueller also serves as an independent contractor providing financial advising through North Star Resource Group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients with a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Ashley Gaszak is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank in Wisconsin since 2011. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Allison Mayer is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 2015. She has 10 years of industry experience and is based in Milwaukee, Wisconsin. Robert W. Baird & Co. is an institutional firm whose Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of internally researched investment strategies and manager-traded accounts.

Bradley Tipple is a financial advisor with LPL Enterprise in Wauwatosa, WI, holding Series 66, Series 65, and Series 63 licenses and possessing 17 years of industry experience. His prior work includes a 16-year tenure at Robert W Baird & Co and roles at API Financial Advisors, LLC, and Lake Street Financial, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, alongside non-securities products including trust custody and insurance services.

Dea Harizaj is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at various Morgan Stanley entities as well as Northwestern Mutual. Outside of her advisory role, she is involved in modeling. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and utilizes firm-approved tools, serving clients primarily in an advisory capacity.

David Dudek is a financial advisor with Charles Schwab in Brookfield, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Dudek serves on the advisory board for the University of Wisconsin-Green Bay Charles Schwab Foundation Center for Financial Wellness, focusing on increasing awareness of personal finance within the university and local community. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Rowan Hildebrandt is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird in 2025, he held roles at Araca Merchandise and Savant Wealth Management, among others. Outside of his advisory work, Hildebrandt is involved in sales within the arts and crafts sector. 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 offers customized financial planning and portfolio management services, utilizing a range of strategies and investment approaches tailored to client goals and risk tolerances.

Sara Gall is a financial advisor at Robert W. Baird & Co. based in Milwaukee, WI, holding a Series 66 credential and with 11 years of experience at the firm. She has been with Robert W. Baird since 2015. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and custody services through a range of strategies and emphasizes ongoing manager selection and internal research in its advisory approach.

Michael Delgadillo is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his financial services career, he served for 14 years at the West Bend Police Department. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing both manager-traded and model-traded strategies, with ongoing manager selection and monitoring supported by internal research and advanced tools.

Scott Falk is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, covering a range of traditional and complex investment approaches.

Jacob Bill is a financial advisor with LPL Financial in Greendale, WI. He holds a Series 66 designation and has 11 years of industry experience, all with LPL Financial. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Derek Polczynski is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Steinhafels, Amazon, Milwaukee School of Engineering, and The Legend Clubs. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through various management strategies and overlays.

Matthew Urbanek is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Morgan Stanley and Transamerica Investors Securities Corporation. 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 charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Ian Wasserman is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining the firm in 2026, he held multiple roles in various symphony orchestras and music education organizations. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs primarily delivered through a network of Investment Adviser Representatives and third-party managers.

Mallory Mc Ginty is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. Prior to joining Baird in 2017, Mc Ginty worked for two years in the Department of Engineering at Marquette University. Mc Ginty is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing both manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.