Craig Kennison is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Robert W. Baird since 1999. Outside of his advisory role, Kennison serves as a senior advisor on the advisory board of goHomePort Repairs, LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers with options for discretionary and non-discretionary management.

Allison Sloggy is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with nine years of industry experience. She has been with Robert W. Baird & Co. since 2016. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by internal research and tools including the use of artificial intelligence in client advice.

Timothy Bartelt is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James since 2008 and has been involved with vestedfortomorrow.com as an independent contractor since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized advisory programs.

Wende Wozny is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Melissa Wahlen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Edward Jones for 10 years before joining Raymond James in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through non-discretionary advisory programs and institutional fiduciary solutions.

Brayden Naef 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 and MPC Advisers, as well as work outside the financial sector at Woofmans Lodge Pet Resort and Red Oak Restaurant. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by a range of programs and affiliated relationships.

Tyler Giddings is a financial advisor at Osaic Wealth Inc with one year of industry experience and holds a Series 66 designation. Prior to joining Osaic, he worked at MPC Advisers and Good Karma Brands. Outside of finance, he occasionally bartends at Blackstone Creek Golf Club in Germantown, WI. 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 with an investment approach centered on model-based asset allocation, portfolio optimization, and risk management tools.

David Lownik is a financial advisor at Morgan Stanley with 36 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Jack Simpson is a financial advisor with Raymond James Financial in Milwaukee, WI, holding a Series 63 designation and 45 years of industry experience. He has been with Raymond James Financial and its affiliates since 1999. Outside of advising, he is a 40% owner of an investment support company, RJ-Milwaukee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers non-discretionary planning and consulting tailored to client goals, using advanced risk profiling and modeling tools.

Ryan Eastman is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at U.S. Bank, Quad Graphics, and the Milwaukee Brewers. He is part of The DDK Group within Baird’s Private Wealth Management department, which 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.

Elsa Wagoner is a financial advisor at RBC Capital Markets with a Series 66 designation. She has experience working at the Office of the Comptroller of the Currency and CCFBank prior to joining her current firm. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles using a combination of in-house and third-party investment managers.

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 with J.P. Morgan Securities in Germantown, WI. He holds the Series 66 designation and has two years of industry experience, including prior roles at Equitable Financial Life Insurance Co and Equitable Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Dante Vogel is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Thrivent Financial and Thrivent Investment Management since 2018. Prior to that, he spent three years at University Prep Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account programs as separate but coordinated services.

Chad Falkenstein is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent four years at Allspring Funds Management, LLC. Outside of his advisory work, he is involved in buying, selling, and trading vintage collectible toys at the Chicago Toy Show. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Robert Zyzo is a CFP® professional with 30 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Securities America Advisors, SSN Advisory, and Transamerica Financial Advisors. Zyzo is also the owner of Focused Tax Solutions, a firm specializing in tax preparation and planning. OSAIC Wealth serves a broad range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

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.