Thomas Oconnor is a financial advisor with Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 credentials and having 36 years of industry experience. He has been with Robert Baird & Co. since 1989. Outside of his advisory role, he serves on the Board of Directors and Finance Committee of the 24 Hour Foundation. 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 by providing customized financial planning, portfolio management, and brokerage services. The firm employs a range of strategies and overlays tailored to client goals and risk tolerances and offers municipal advisory and public finance services alongside its investment banking and trust capabilities.

David Manke is a financial advisor with Robert W. Baird & Co. in Wauwatosa, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird Incorporated since 2013. Outside of his advisory role, he serves as a board member on the investment and finance committee of Holy Cross Lutheran Church. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio management services to individuals, families, institutions, and charitable organizations using a range of traditional and non-traditional investment strategies.

Matthew Shapiro is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2015. Outside of his advisory role, he is involved with USA Hockey as a Coach Developer. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary management and access to traditional and non-traditional asset classes.

Jeffrey M. Steffes is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 1991 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Sondra Safer is a financial advisor with Cetera in Brookfield, WI, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has been with Cetera since 2004. Safer also operates an income tax and accounting service and is a certified public accountant who performs notarial acts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a nationwide network of over 10,000 advisors.

Gregory Sommersberger is a financial advisor at Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 66 licenses with 23 years of industry experience, all spent at Robert W. Baird. Outside of his advisory role, he is an owner/member of GTS Farms, an LLC unrelated to investment activities. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio services that include discretionary management and separately managed accounts.

Andrew Gusho, Jr. Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He is part of The Gusho Wallace Group, which follows a disciplined, goals-based wealth management process. They focus on understanding clients' whole life situations, unpacking their concerns and priorities before making financial decisions. This approach allows them to develop personalized strategies that consider risk tolerance, time horizon, liquidity needs, investment objectives, and the cost of recommendations. The group conducts regular reviews with clients to monitor progress and adjust strategies as needed based on life or business changes. Andrew holds a Bachelor of Science degree in Business Administration with a focus in Finance from the University of Denver. He also has a Personal Investment Advisor (PIA) designation. Originally from Marquette University High School, he currently resides in Lakeview East, Illinois. Outside of his professional duties, he enjoys golfing, skiing, spending time with family and friends, and remains active in his community.

Andrew Lafontain is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities. He serves on the Board of Directors for the Education Foundation of New Berlin and is working on authoring a financial and educational book for public distribution. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations.

Phillip Pratt is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 65 and Series 63 registrations and previously worked at Northwestern Mutual Investment Services for four years. Outside of his advisory role, he serves as a committee chair for Trail Life USA Troop 1689, a nonprofit organization. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by its in-house research and alternative investments platform.

Mitchell Steiler is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Charles Schwab and other non-financial firms. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored investment and financial planning services. The group employs a range of strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services, addressing both traditional and complex investment needs.

Sally Falci is a Series 66 credentialed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, she serves on the board and finance committee of Milestones Programs for Children. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a variety of strategies and managers to meet client goals and risk tolerances.

Matthew Blank is a Series 66-licensed financial advisor at Robert Baird & Co. with two years of industry experience. Prior to joining Baird in 2024, he worked for four years at Concordia Golf Club, Troon Golf, and spent five years in full-time education. The DDK Group is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management through separately managed account programs, and municipal advisory services, supported by internal research and technology tools.

Matthew Mahoney is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicole White is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Carisa Oppermann is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI. She holds a Series 63 designation and has 21 years of industry experience, having been with Robert W. Baird & Co. since 2003. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Thomas Zignego is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2020. Prior to that, he was employed at IC Advisory Services Inc and The Investment Center Inc. Outside of advising, he is the owner of Mr. and Mrs. & Co., a custom woodworking business. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment types.

Jonathan Good is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Bradley O'Keef is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2011 and holds Series 63 and Series 65 designations. 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. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Paul Miller is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he receives rental income as a passive partner in a family farm partnership. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and a range of financial products supported by LPL’s integrated platform.

Joseph Heil Jr. is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1995. Heil serves as a board member of the Milwaukee County Historical Society. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct client plans and Corporate Financial Planning agreements with employers.