Adam Bublitz is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan and its affiliated entities since 2015. Outside of his advisory role, he was involved with Oily Woodman from 2015 to 2018. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Max Andrews is a financial advisor at Morgan Stanley with a Series 66 license and one year of industry experience. Before joining Morgan Stanley, he held positions at the University of Chicago and the University of Maine, with prior experience in education. Andrews also owns and manages rental properties in Maine. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured planning process.

Thomas Kavanagh is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior experience includes six years at Citi Group before joining Baird in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and the use of artificial intelligence in client advice.

Jillian Culver is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Old National Bank, First Midwest Bank, Park Bank, and Wells Fargo. Culver serves as a board member of the Milwaukee Parks Foundation, where she participates in the investment and finance committee overseeing cash management and budget review. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas Wong is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has previously worked at Venzee Technologies and Epic Systems. Outside of his advisory role, he is involved with the Posse Foundation and Capital Fitness. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed account programs, and uses internal research and tools, including artificial intelligence, in client advice.

Vehantre Brown is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Merrill, Bank of America, TD Ameritrade, Scottrade, and Wells Fargo. Outside of his advisory role, he works part-time in food delivery for companies including Grubhub, DoorDash, and Uber Eats. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Thomas Oconnor is a financial advisor with Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 credentials and having 36 years of industry experience. He has been with Robert Baird & Co. since 1989. Outside of his advisory role, he serves on the Board of Directors and Finance Committee of the 24 Hour Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing customized financial planning, portfolio management, and brokerage services. The firm employs a range of strategies and overlays tailored to client goals and risk tolerances and offers municipal advisory and public finance services alongside its investment banking and trust capabilities.

David Manke is a financial advisor with Robert W. Baird & Co. in Wauwatosa, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird Incorporated since 2013. Outside of his advisory role, he serves as a board member on the investment and finance committee of Holy Cross Lutheran Church. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio management services to individuals, families, institutions, and charitable organizations using a range of traditional and non-traditional investment strategies.

Matthew Shapiro is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2015. Outside of his advisory role, he is involved with USA Hockey as a Coach Developer. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary management and access to traditional and non-traditional asset classes.

Jeffrey M. Steffes is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 1991 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Sondra Safer is a financial advisor with Cetera in Brookfield, WI, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has been with Cetera since 2004. Safer also operates an income tax and accounting service and is a certified public accountant who performs notarial acts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a nationwide network of over 10,000 advisors.

Nathan Schmidt is a Financial Consultant currently working at Fidelity Investments since 2026. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His professional experience also includes a five-year tenure as a Financial Advisor at Raymond James & Associates from 2019 to 2024. Nathan focuses on guiding clients to develop financial habits and co-creating plans that build confidence in reaching their financial goals. He emphasizes clear guidance and partnering with clients to implement plans they feel assured in. Outside of his professional work, Nathan enjoys family activities, fitness, golf, movies, museums, and reading.

Gregory Sommersberger is a financial advisor at Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 66 licenses with 23 years of industry experience, all spent at Robert W. Baird. Outside of his advisory role, he is an owner/member of GTS Farms, an LLC unrelated to investment activities. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio services that include discretionary management and separately managed accounts.

Andrew Gusho, Jr. Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He is part of The Gusho Wallace Group, which follows a disciplined, goals-based wealth management process. They focus on understanding clients' whole life situations, unpacking their concerns and priorities before making financial decisions. This approach allows them to develop personalized strategies that consider risk tolerance, time horizon, liquidity needs, investment objectives, and the cost of recommendations. The group conducts regular reviews with clients to monitor progress and adjust strategies as needed based on life or business changes. Andrew holds a Bachelor of Science degree in Business Administration with a focus in Finance from the University of Denver. He also has a Personal Investment Advisor (PIA) designation. Originally from Marquette University High School, he currently resides in Lakeview East, Illinois. Outside of his professional duties, he enjoys golfing, skiing, spending time with family and friends, and remains active in his community.

Megan Roraff is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 13 years of industry experience. She has been associated with Wells Fargo entities since 2012 and has maintained a role at Abrasive Specialties since 2000. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Phillip Pratt is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 65 and Series 63 registrations and previously worked at Northwestern Mutual Investment Services for four years. Outside of his advisory role, he serves as a committee chair for Trail Life USA Troop 1689, a nonprofit organization. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by its in-house research and alternative investments platform.

Mitchell Steiler is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Charles Schwab and other non-financial firms. 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 with tailored investment and financial planning services. The group employs a range of strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services, addressing both traditional and complex investment needs.

Sally Falci is a Series 66 credentialed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, she serves on the board and finance committee of Milestones Programs for Children. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a variety of strategies and managers to meet client goals and risk tolerances.

Matthew Blank is a Series 66-licensed financial advisor at Robert Baird & Co. with two years of industry experience. Prior to joining Baird in 2024, he worked for four years at Concordia Golf Club, Troon Golf, and spent five years in full-time education. The DDK Group is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management through separately managed account programs, and municipal advisory services, supported by internal research and technology tools.

Valeriya Malevany is a financial advisor at Fidelity with Series 63 and Series 65 credentials and eight years of industry experience. She worked at Charles Schwab from 2017 to 2024 before joining Fidelity in 2024. Prior to her financial services career, she was involved with New Health Services/Supportive Home Care from 2008 to 2017. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.