Cora Trexell is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 credential and has been with Baird since 2025. Outside of her advisory role, Trexell is active in the performing arts community as a reviewer for the Jerrys Program at the Overture Center for the Arts, which recognizes high school theater performances in Wisconsin. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, ongoing manager selection and monitoring, and incorporates internal research and advanced tools to support client advice.

Danila Danesi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. Prior to joining J.P. Morgan in 2018, Danila worked at Racon Capital Partners for five years. She serves on the boards of the Honkamp Family Foundation, which focuses on philanthropy for children and education in Milwaukee, and the Women’s Fund of Greater Milwaukee, which supports women over 35 pursuing college degrees. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Jon Hafemann is a financial advisor with Osaic Wealth, Inc. based in Milwaukee, WI, holding a Series 66 credential and having 10 years of industry experience. His prior experience includes roles at Edward Jones, Merrill, and Bank of America. He is also the owner of Hafemann Financial Services LLC and an advisor with High Point Capital Group, both involving direct client advisory services. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios for individuals, high-net-worth investors, pension plans, and charitable organizations.

Katie Drenzek is a financial advisor with Charles Schwab & Co., Inc. in Oak Creek, WI, holding a Series 66 designation and has one year of industry experience. Her prior work includes roles within Charles Schwab’s Independent Branch and part-time employment outside the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related 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 research and due diligence.

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, holding a Series 66 designation and 16 years of industry experience. He has been with JPMorgan Securities LLC 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 a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Patrick Lawton is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 44 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he serves as chairman and director of Water Stone Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals.

Phillip Berge is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his advisory role, he was involved in various positions including at Miller's Liquor, El Arca, Monona Catering, and the University of Wisconsin-Madison. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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.

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.

Craig Bulluck is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at J.P. Morgan Securities for 13 years before joining LPL Enterprise in 2025. In addition to his advisory role, he is involved in a non-variable insurance agency based in Windsor, WI. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

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.

Aaron Henry is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His background includes roles at Old National Bank, Wells Fargo Clearing, and public service with the Milwaukee County Sheriff's Office as well as law enforcement positions with the Village of Wind Point Police Department and the City of Racine. He continues to serve with the Village of Wind Point Police Department in a non-investment related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research-driven strategies, alongside additional services such as retirement plan consulting and brokerage solutions.

Hannah Park is a financial advisor at Equitable Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Before entering the financial services field, she was involved with Global Repair Group LLC and XSport Fitness. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Alan Barnes is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial in Brookfield, WI. His prior roles include positions at Landmark Credit Union, Park Bank, Cuna Mutual Group, and Cuso Financial Services. 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 financial planning services, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.