Katherine Costigan is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 10 years of industry experience. She has been with Robert W. Baird & Co. since 2015. 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 other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Leah Davis is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 14 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2011. 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 provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers along with various investment strategies and overlays.

John Wasikowski is a financial advisor with J.P. Morgan Securities in Franklin, WI, holding a Series 66 designation and bringing 16 years of industry experience. His career includes prior roles at Associated Investment Services, Morgan Stanley, and Merrill. Since 2013, he has been with JPMorgan Securities LLC. 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. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, supported by centralized due diligence and broader derivatives and commodities capabilities.

Patrick Lawton is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 45 years of industry experience. He has been with Robert Baird since 1988. Outside of his advisory role, he serves as chairman and director at Water Stone Bank. Robert Baird’s DDK Group, part of its Private Wealth Management department, 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 brokerage services, utilizing internal research and technology to support its advisory approach.

Sean Drinan is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has experience at several firms including LPL Financial, IAG Wealth Partners, and Richmond Investment Services. Prior to his advisory roles, he worked at Loras College and Germantown High School. Sean 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 through a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Tiffany Mitchell Detvan is a ChFC®-credentialed financial advisor with Edward Jones, based in Greenfield, WI, and has 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as an assistant membership leader at the Lake Country Women's Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Meghan Slocum is a Financial Advisor at Merrill Lynch Wealth Management, joining the ST Group in 2022. She has over 20 years of experience in the financial services industry, including roles in Asset Management and Commercial Banking. Meghan uses her background and resources to assist clients in achieving their financial goals through a consultative process focused on providing attentive service. Her expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, personal retirement planning, and strategies for small businesses and women in wealth. Meghan's approach aims to help clients streamline their financial lives to focus on priorities such as family, businesses, travel, or philanthropic interests. Meghan earned her Bachelor of Arts in History from Duke University. She holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Meghan is involved in her community, serving on the boards of SHARP Literacy and the Heiliger Huegel Foundation for Outdoor Education. She resides in Mequon, Wisconsin with her husband and two children.

Matthew Wolf is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he helps high-net-worth clients develop and implement personalized financial strategies. He focuses on managing complex financial situations by coordinating a team of specialists to deliver comprehensive wealth plans aimed at meeting clients' life goals. Matthew's expertise includes equity compensation services, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. He serves as a Senior Portfolio Advisor and a member of The Wolf Group's investment committee, managing custom investment strategies and model portfolios on a discretionary basis. He holds a Bachelor of Arts in Entrepreneurial Management from the University of Wisconsin - Eau Claire, earned in 2008, and professional designations such as Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Matthew is a member of the UW - Eau Claire Alumni Association and is actively involved in community organizations including the St. Boniface Stewardship Committee, Soles for Catholic Education, and Carmen School of Science & Technology. He resides in Wauwatosa, WI with his wife, son, and their yellow lab, and competes in Ironman triathlons at the 70.3 distance.

Gregory Hesse is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2020. Prior to this, he worked for UBS Financial Services from 2010 to 2020. He has served on the board of the Johnson Creek Education Foundation in Wisconsin, including roles as vice president and president. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutions, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-driven financial planning process.

Nicholas Langer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He is involved in a non-variable insurance business in Windsor, WI. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

John Mullen is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. Prior to joining Baird in 2018, he worked at GE Healthcare for 20 years. Outside of his advisory role, he has been employed at Leff's during the Wisconsin State Fair. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research and a mix of managed strategies, with approximately $394 billion in regulatory assets under management as of December 2025.

Jeffrey Wangard is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 15 years. Outside of his advisory role, he is the owner of Wangard Investment Consulting, where he performs proforma work related to soccer facilities development. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm designs investment strategies tailored to clients’ risk profiles and manages portfolios using both in-house and third-party managers, with access to a variety of investment options and integrated banking services.

Hannah Park is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Prior to her financial services career, she was involved with Global Repair Group LLC and worked at XSport Fitness. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, using a variety of investment vehicles and endorsements from third-party asset managers and advisory programs.

Alan Barnes is a Certified Financial Planner® with 28 years of industry experience. He is currently with LPL Financial and also has a role at Landmark Credit Union. His prior work includes positions at CUNA Brokerage Services and Cuso Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Schembari is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Baird, he worked at AbleLight and attended Marquette University. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations using a range of financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies with ongoing manager selection supported by internal research and utilizes strategic minority investments and partnerships.

Daniel Green is a financial advisor with Edward Jones in Wauwatosa, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he owns and maintains a commercial building in Brookfield, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory programs and affiliated investment products through a large nationwide network of advisors and branch offices.

Jacob Baker is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023, following previous roles at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he is a shareholder in Highpoint Capital Group and provides fixed product solutions through Crump Insurance Services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services and uses a model-based investment process emphasizing asset allocation and portfolio optimization.

Michelle Bridge is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding the Series 63 and Series 66 designations with 29 years of industry experience. She has been with Baird since 2019, including her current role since 2021, and previously worked at JJB Hilliard WL Lyons LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management, serves individuals, corporate clients, pensions, and charitable organizations, offering a range of financial planning and portfolio management services through customized strategies and ongoing manager oversight.

Jake Johnston is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial. Outside of his advisory role, he is involved in tax preparation through a separate business during tax season. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization across multiple platforms.

Wendi Hall is a financial advisor at Cetera with Series 63 and Series 65 credentials and 21 years of industry experience. She has held roles at Avantax Insurance Services, Avantax Advisory Services, and currently serves as President of Hall Wehring CPAs, where she provides tax and accounting services. Hall is also involved with the Accounting and Financial Women's Alliance, serving in leadership roles focused on education and scholarship programs for women in accounting and finance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform allowing advisors to implement a range of investment strategies under various program structures and custodial relationships.