Benjamin Zimmer is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2007 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

Katherine Higgins is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Merrill in Waukesha, WI. She has held positions at Merrill since 2007 and has also worked at Old National Bank and Bank of America, N.A. since 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Adam Stapleton is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 license and two years of industry experience. Prior to joining Edward Jones, he worked for Blair Fire Protection, LLC for 12 years. He is a minority shareholder in two real estate companies but has no operational responsibilities in those businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a nationwide network of advisors and branches.

Alice Ambrowiak is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 14 years of industry experience. She has been with Robert W. Baird since 2012. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients through a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs. The firm employs both internal research and external partnerships to support its investment strategies and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Logan Demaa is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Verve a Credit Union and several other companies prior to joining Thrivent. Outside of his advisory work, Demaa serves as a high school golf coach and is on the boards of directors for The Arc of Fond Du Lac and REACH Waupun, organizations focused on disability rights and youth mentorship, respectively. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Brittany Boyle is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Robert Baird since 2014. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Wendy Citko is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 20 years of industry experience. Her prior roles include positions at Freedom Wealth Alliance, Intrua Financial, LPL Financial, Aurora Health Care, and Landaas & Company. 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, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional asset classes.

John Asuncion is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to his advisory roles, he held various positions including roles at Kenyon College and Maverick Health Policy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Charles Weber is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 19 years of industry experience. He has been with Robert Baird & Co. since 2005. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, with an investment approach supported by internal research and a mix of manager-traded and model-traded strategies.

Chad Osmanski is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and with 25 years of industry experience. He has been with Robert W. Baird & Co. since 1999. Outside of his advisory role, Osmanski officiates high school basketball statewide and serves as an assistant basketball coach for the School District of Waukesha. He 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 provides tailored consulting and portfolio services, using a combination of in-house and third-party managers to implement strategies across a range of traditional and non-traditional asset classes.

Joshua Christensen is a financial advisor with Edward Jones in Franklin, WI. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

James Eberle is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2003. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

James Wozniak is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 designations and having 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Wozniak serves on the board of directors for Fr. Genes Help Center, an organization that educates, feeds, and clothes needy individuals. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with customizable strategies implemented through a combination of in-house and third-party managers, supported by a broad capital-markets platform and affiliated asset management capabilities.

Anastasia Medvedev is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked exclusively within JPMorgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its team of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Scott Hanson is a financial advisor with Robert W. Baird & Co. in West Bend, Wisconsin, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird & Co. since 1998. 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 offers customized financial planning and portfolio management services using a variety of investment strategies and manager options.

Matthew Taken is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Stigmacure SC and multiple country clubs. He serves as president of MET 5 Management LLC, a franchise management company, and consults for Stigmacure SC, a mental health clinic. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

John Marlis is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, METLIFE Securities Inc., and Aegis Wealth Advisors, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Ann Rowan is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was with Wayne Hummer Investments LLC from 2012 to 2017. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Thomas Hayden is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird since 2002. Outside of his advisory role, he owns interests in waterpark condominiums, which are managed by the waterpark management program. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Nicholas Pluemer is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior roles include positions at JP Morgan Chase & Co., the Wisconsin Army National Guard, and involvement with FOCUS Catholic. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver customized investment solutions.