Diane Bloxdorf is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Robert Baird since 2023. Robert Baird’s DDK Group, where Diane works, serves individuals, families, pensions, corporations, and other institutional clients by providing consulting and portfolio management services tailored to client goals and risk tolerances. The group employs a range of investment strategies including traditional and non-traditional allocations and offers both discretionary and non-discretionary management options.

Michael Schiek is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and its Private Bank division since 2014. He is based in Waukesha, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and access to various investment platforms.

Heriberto Rios is a financial advisor with Robert Baird & Co. in Oak Creek, WI, holding a Series 66 designation and five years of industry experience. He has been with Baird since 2017, following brief roles at TCF Bank and Woodman's Food Market. Outside of his advisory work, he is an owner and landlord of a rental property. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional asset allocation to more complex approaches, including private funds and real-asset exposures.

Colleen Lamb is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes proprietary planning tools alongside its Financial Advisors and specialized groups.

Anthony Vetter is a financial advisor at J.P. Morgan Securities with Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan, he worked at Equitable Financial Life Insurance Co and Equitable Advisors LLC. Outside of finance, his work history includes roles in the hospitality and retail sectors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage, distribution, and investment management capabilities through a combination of institutional advisory operations and market-facing registrations.

Dante Vogel is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds Series 66 and Series 63 credentials and has eight years of industry experience. Prior to joining Thrivent, he worked at University Prep Schools for three years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements, addressing a broad range of topics and allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Chad Falkenstein is a financial advisor with Wells Fargo Clearing in New Berlin, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before continuing with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in buying, selling, and trading vintage collectible toys at the Chicago Toy Show. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. Their approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Mingming Hu is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, Hu worked at CreditEase for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Global Investment Committee Secular Return Estimates and Monte Carlo simulations.

Craig Peotter is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Robert 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, and institutional clients with tailored consulting and portfolio services. The group offers a range of strategies including discretionary management, separately managed accounts, and overlay services, covering traditional and non-traditional investments.

Angela Stenklyft is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Robert Baird & Co. since 2010. 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 using a range of strategies and investment options tailored to client goals and risk tolerances.

Jeffrey Feldhusen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments, Inc. since 2010 and has been affiliated with Primerica Financial Services since 2004. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm focuses on a wrap-fee structure and curates third-party asset managers while retaining authority over model selection and management.

Naryan Leazer is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at multiple firms including Edward Jones and Minnesota Life Insurance Company. Outside of advising, he teaches business, management, and finance courses at Milwaukee Area Technical College and serves on the advisory board of the Greater Milwaukee Foundation. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, and institutional clients with various portfolio management and consulting services, supporting both discretionary and non-discretionary strategies across numerous program structures.

Ashley Amstadt is a financial advisor at LPL Financial in Germantown, WI, holding a Series 66 designation with 11 years of industry experience. Her prior work history includes roles at BMO Harris Bank, Morgan Stanley, and U.S. Bancorp Investments among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services along with access to model portfolios and research from LPL and third-party sources.

Christine Kennedy is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior work includes positions at Morgan Stanley, Sendiks Food Market, and R&M Rehabilitation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver tax-efficient, research-driven retirement income recommendations, combining modeling techniques and algorithmic automation to support client planning.

Emily Allee is a Series 66-licensed financial advisor with LPL Financial, based in Elm Grove, WI. She has two years of industry experience, including roles at BMO Investment Services and BMO Bank. Additionally, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Kurtis Belongea is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2009, also maintaining a role with JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Arjun Singh is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Edward Jones and the University of Wisconsin-Madison. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and customized investment strategies.

Devon Norwood is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience and holds the Series 66 designation. He has been with Robert W. Baird since 2008. Outside of his advisory role, Norwood serves as Treasurer for Lannon Elementary School. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and custody services. Baird manages approximately $394 billion in regulatory assets and offers distinctive features such as municipal advisory services and strategic minority partnerships.

Darin Kochanski is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Crabel Capital Management and Artisan Partners. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Samuel Brinkman is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2020, with prior experience at Marquette University, Children's Hospital of Wisconsin, and service in the United States Army. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio services, including discretionary management and separately managed accounts.