Ryan Nieuwenhuis is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2019, following seven years at Gwfs Equities, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The firm offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches, including both traditional and non-traditional allocations.

Brady Weas is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. Prior to this, he was involved with Juiced Juicery in 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

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 and holds Series 63 and Series 66 designations. He has 26 years of industry experience and has worked with firms including BMO Harris Bank, Foreside Financial Services, and multiple BMO entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Todd Turowski is a financial advisor at OSAIC with 29 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC, he worked at Sage Point Financial, Mass Mutual Investors Services, and MetLife Securities Inc. He is also a shareholder of High Point Capital Group, Inc. and operates as an independent insurance agent providing fixed products through Crump Insurance Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with a model-based investment process and multiple program options, supported by a complex affiliate network and private-equity ownership.

Melissa Corbeg is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. Her prior roles include positions at Waddell & Reed and various insurance agencies. Outside of advising, she has served with community organizations such as the Girl Scout Troop 10771 and the Volunteer Service Club of Pewaukee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

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. He has worked with J.P. Morgan entities since 2018 and previously spent five years at Racon Capital Partners. Danesi serves on the boards of the Honkamp Family Foundation, which focuses on philanthropy in children’s education in Milwaukee, and the Women’s Fund of Greater Milwaukee, an organization dedicated to supporting women over 35 in achieving college degrees. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund research, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers broader capabilities in derivatives and commodities through its regulatory registrations and affiliate relationships.

Jon Hafemann is a financial advisor at Osaic Wealth with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Merrill, and Bank of America. Hafemann is also the owner of Hafemann Financial Services LLC. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers both discretionary and third-party managed strategies.

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 45 years of industry experience. He has been with Robert Baird since 1988. Outside of his advisory role, he serves as chairman and director at Water Stone Bank. Robert Baird’s DDK Group, part of its Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing internal research and technology to support its advisory approach.

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 at Merrill Lynch Wealth Management, joining the ST Group in 2022. She has over 20 years of experience in the financial services industry, including roles in Asset Management and Commercial Banking. Meghan uses her background and resources to assist clients in achieving their financial goals through a consultative process focused on providing attentive service. Her expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, personal retirement planning, and strategies for small businesses and women in wealth. Meghan's approach aims to help clients streamline their financial lives to focus on priorities such as family, businesses, travel, or philanthropic interests. Meghan earned her Bachelor of Arts in History from Duke University. She holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Meghan is involved in her community, serving on the boards of SHARP Literacy and the Heiliger Huegel Foundation for Outdoor Education. She resides in Mequon, Wisconsin with her husband and two children.

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.