Aaron Cross is a financial advisor with LPL Financial in Milwaukee, WI, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at BMO Bank NA and M&I Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by various model portfolios and research.

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.

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 at LPL Financial in Brookfield, WI, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, she worked at Johnson Financial Group and has a background that includes roles at UW-Whitewater and Hamilton High School. She is also a commissioned notary in the state of Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations through a nationwide network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

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.