Linda Davis is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 40 years of industry experience. She has been with Robert W. Baird since 2011. She 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 offers consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches.

Katherine Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has worked at Cetera since 2022 and is also the CEO and financial adviser of Lewis Financial Group. Outside of her advisory work, she serves as the president of the board for Milwaukee Montessori School. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining both discretionary and non-discretionary services across various program structures.

Jan Dyke is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and a range of investment strategies.

Nathan Stading is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior work includes roles at BMO Harris Bank and several BMO-affiliated firms over more than 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and supports diversified investment strategies with research from multiple sources.

Todd Turowski is a financial advisor at Osaic with 29 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Osaic in 2023, he worked at Sage Point Financial, Mass Mutual Investors Services, and MetLife Securities Inc. He is a shareholder in High Point Capital Group, Inc. and also works as an independent insurance agent specializing in fixed products through Crump Insurance Services. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm employs a variety of asset allocation and risk management tools and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers.

Melissa Corbeg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with several firms including Waddell & Reed and EMC Financial, LLC. Outside of her advisory role, she has served as a notary public since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a wide range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Cora Trexell is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. She is involved in the performing arts community as a reviewer for the Jerry Awards Program at the Overture Center for the Arts, where she evaluates high school theater productions in Wisconsin. The DDK Group at Robert W. Baird & Co., where she works, serves individual, corporate, pension, and charitable clients with financial planning, portfolio management, and brokerage services. The firm employs a range of investment strategies including separately managed accounts and tax-management techniques, supported by in-house research and strategic partnerships.

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.

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.

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.

Penny Shelander is a financial advisor with Edward Jones in Port Washington, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Meghan Slocum is a Financial Advisor with Merrill Lynch Wealth Management and a member of the ST Group, joining in 2022. She has over 20 years of experience in the financial services industry, having held various roles within Asset Management and Commercial Banking prior to her current position. Meghan leverages her extensive background to assist clients through a consultative process aimed at achieving their financial goals while providing professional service and attentiveness. Her areas of expertise include college education planning, family wealth management strategies, liquidity management, retirement income, and investment strategies for both individuals and corporations. Meghan holds a Bachelor of Arts degree from Duke University and holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Meghan is actively involved in her community, serving as a board member for the Heiliger Huegel Foundation for Outdoor Education and as Vice Chair of the SHARP Literacy board. She resides in Mequon, Wisconsin, with her family.

Robert Shirley is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Peter Kobin is a financial advisor with Wells Fargo Advisors in Cedarburg, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Kobin is also a 30% owner of CCPK Investment Consulting, LLC, where he actively manages his own financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to create tailored recommendations.

Jacob Stoflet is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in two periods totaling about 10 years, with additional roles at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services Inc, and Ironwood Drive Financial Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of advisory programs, tax-efficient services, and affiliated investment options under a fiduciary standard.

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.