Timothy Ryan is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He previously worked at Gordon Flesh Company for seven years before joining Equitable Advisors in 2020. In addition to his advisory role, he serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.

Michael Ratkovitch is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 15 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously spent eight years at B.C. Ziegler and Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group provides financial planning, portfolio management, and brokerage services, tailoring investment strategies to client goals and risk tolerances using a range of traditional and non-traditional approaches.

Christopher Leidel is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He has been with Robert W. Baird & Co. since 2008 and holds a Series 66 designation. Outside of his advisory role, he is employed in various non-investment delivery and service positions, including roles with the Milwaukee Brewers, Uber, DoorDash, Instacart, and Walmart Spark. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with a range of investment strategies from traditional to complex, including discretionary and non-discretionary management.

J Mclaughlin is a financial advisor with Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Robert Baird & Co. since 1992. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Peter Anderson is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2002. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, 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 traditional and non-traditional investment strategies.

Lyssa Mc Gauran is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with four years of industry experience. She has been with Robert W. Baird & Co. since 2020, following her time in full-time education from 2013 to 2021. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Michael Grabowski is a financial advisor with Cetera in Milwaukee, WI, holding a Series 63 designation and over 40 years of industry experience. His previous roles include long-term tenures at Avantax Advisory Services and related entities. He is also the owner of Insight Accounting & Financial Consulting, Inc., where he provides tax and accounting services to clients. Additionally, he serves on the board of Synergy CME Resource Group, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, and manages over $256 billion in assets through more than 10,000 advisors nationwide.

Claire Mielke is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience, including prior roles at Winebow and Thomas Liquor. She is based in Milwaukee, WI. Claire is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and tax-management strategies, supported by internal research, technology tools, and strategic partnerships.

Robert Nelson is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Baird. Nelson is based in Milwaukee, WI. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to address client goals and risk tolerances.

Leonardo Garcia is a Series 66-registered financial advisor with Equitable Advisors in Milwaukee, WI. He has one year of industry experience and previously worked in various roles at companies including Buffalo Wild Wings, Banana Republic, and Target. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, relying on third-party asset managers and advisory programs for many of its investment solutions.

David Lex is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Harris Investor Services, Inc., Uvest Financial Services Group, Inc., and Vision Asset Management Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions alongside extensive non-advisory financial services.

David Nevinski is a financial advisor with Osaic Wealth, Inc. based in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Osaic since 2015 and also has a long tenure at The Investment Co. Inc. since 1989. Nevinski is a licensed insurance agent and also serves as a notary public. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes quantitative tools and multiple third-party services to construct and manage portfolios across various asset classes for discretionary and non-discretionary accounts.

Barney Moore is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors. Moore serves as a member of the Shorewood Police Commission in Shorewood, WI. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Riley Gaynor is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding CFP® and Series 66 designations with nine years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides tailored financial planning and portfolio management services using a range of strategies, including discretionary management and separately managed accounts.

Alfred Hickey is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked at Woodbury Financial Services, Inc. and Questar Asset Management prior to joining Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Courtney Tilkens is a financial advisor with RBC Capital Markets holding a Series 66 designation and has two years of industry experience. Prior to joining RBC, she worked at The Terrace at Marina Circle and held positions at Marquette University and Notre Dame de la Baie Academy. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies and a mix of in-house and third-party investment managers to implement portfolios aligned with clients’ risk profiles.

Cynthia Trapp is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before joining Baird, she spent time in education with the Oak Creek Franklin School District. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a range of investment strategies and ongoing manager oversight, supported by internal research and technology, including artificial intelligence.

Allison Fantetti is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds a Series 66 designation and has been with Baird since 2021. Outside of her advisory role, she works as a tour guide for Mobcraft Brewery. Baird’s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

John Geder is the principal of Geder Investment Management, Inc. in Elm Grove, Wisconsin, where he has worked since 1992. He holds a Series 63 designation and has 34 years of industry experience. Geder Investment Management, Inc. provides investment advisory and portfolio management services primarily to individual clients. The firm manages approximately $27 million across about 32 clients, focusing on personalized portfolios aligned with client objectives and risk tolerance, and offers educational seminars and workshops for clients and prospective clients.

Mark King is the sole advisor at Fulton Investment Advisers, Inc. in Wauwatosa, WI, with 26 years of industry experience. He has served as president and sole shareholder of Mark F. King Attorney at Law, S.C. since 1999, providing legal, tax, and estate planning services. Fulton Investment Advisers, Inc. is an independent, single-advisor firm that manages approximately $13.5 million in assets primarily for individual clients, with a small number of institutional relationships. The firm typically manages accounts on a non-discretionary basis and is notable for its affiliation with a law firm, a structure uncommon among independent RIAs.