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.

John Bianchi is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2023. Prior to that, he was with LPL Financial for 10 years and has owned Oakwood Wealth Management since 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and custodial relationships.

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.

Jacquelyn Niedermeier is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds the 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, 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.

Robert Roenitz is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Outside of his advisory work, he is involved as an officer in an investment-related finance entity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved analytical tools.

Nathan Laib is a financial advisor at Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Fox Valley Metrology and Laib Restoration Inc., as well as involvement with the Oshkosh Chamber of Commerce and University of Wisconsin-Whitewater. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual-registered model and utilizes various LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Tim Christen is a Financial Consultant currently working at Fidelity Investments since 2023. He previously served as a Financial Advisor at Thrivent from 2021 to 2023. In his professional role, Tim focuses on developing personalized financial strategies by understanding clients' financial goals and individual circumstances. Tim's approach involves collaborating with clients to craft sound financial plans tailored to their unique situations. He emphasizes getting to know clients on a personal level to provide guidance that aligns with their values and empowers them to achieve their financial objectives. Outside of his professional work, Tim's personal interests include attending concerts, fitness activities, football, golf, and reading.

Anthony Galati is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and MPC Advisers. Before entering the financial industry, he was involved with Continuum Footspas, LLC for twelve years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs various portfolio construction tools and third-party platforms to support its extensive network of affiliated advisers.

Cameron Wiczek is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience, including prior roles at Cambridge Investment Research, Inc., and earlier work at the University of Wisconsin-Whitewater. Outside of advising, he serves as a coach for PIUS XI WBB. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm delivers services through a network of independent professionals using a range of portfolio management and model-based solutions, offering both discretionary and non-discretionary investment implementation across multiple platforms.

Timothy Wallerius is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with Charles Schwab in Brookfield, WI, where he has worked since 2021. His prior experience includes positions at TD Ameritrade and Edward Jones. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Melissa Fry is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and its affiliates since 2022 and previously spent over two decades as an occupational therapist at Advocate Aurora Healthcare. In addition to her advisory role, she continues to provide outpatient occupational therapy services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Jennifer Norvik is a financial advisor with Edward Jones in Oak Creek, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Molded Rubber and Plastic Corp and C&C Administration. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Patrick Schultz is a financial advisor with Edward Jones in Wales, WI, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Knutson is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked with Stifel since 2018, following four years at B.C. Ziegler and Company. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses, while clients retain discretion over implementation.

Thomas Anstett is a financial advisor with LPL Financial in Wauwatosa, WI, holding a Series 63 license and bringing 43 years of industry experience. He has been associated with Linsco Private Ledger since 2006 and operates a business under the name Anstett Investment Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, 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 and research to support both discretionary and non-discretionary management strategies.

Chad Gruett is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a partner in Salsa Verde, LLC, an investment-related business based in Midland, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and investment committee insights to support their advisory services.

Matthew Xiong is a financial advisor at LPL Financial with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Educators Credit Union and has additional background in various roles including at Russ Darrow Nissan and John Brown University. He is also a commissioned notary in Wisconsin. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Scott Van Klompenburg 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 roles include positions at Johnson Financial Group, U.S. Bank, and Zywave, and he has served in the Wisconsin Army National Guard since 2017. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients, including individuals, families, pensions, corporations, and charitable organizations. The group offers comprehensive consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.