Samantha Bane is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 12 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves as a board member on the Investment/Finance Committee of HEAR Wisconsin. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager monitoring.

Lisa Lewitzke is a financial professional with 28 years of industry experience, currently affiliated with Cetera. She previously worked at Landaas & Company for 19 years and has been providing financial services through Lewis Financial since 2023. She is a member of a landscaping LLC owned by her husband. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform, managing over $256 billion in assets across more than 10,000 advisors.

Cassandra Meyers is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2011. She holds a Series 66 designation and is based in Whitefish Bay, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Rosalie Weiss is a financial advisor at Cetera with Series 63 and Series 65 credentials and one year of industry experience. Prior to her current role, she held positions in various businesses including restaurant management and automotive sales. Outside of financial advising, she is involved with Port Edward Restaurant. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to both affiliated and third-party investment strategies.

David Urban serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With over thirty-five years of banking and investment experience, he focuses on serving high-net-worth executives and professionals who face complex financial challenges. His expertise encompasses family wealth management strategies, legacy planning, liquidity management, tax minimization, personal retirement planning, and socially responsible investing, among other areas. David holds a Bachelor's Degree from the University of Wisconsin System and an MBA from Northwestern University. He carries the Personal Investment Advisor (PIA) designation. In his professional practice, he collaborates closely with clients' accountants and attorneys to develop customized financial strategies aimed at growing wealth, reducing risk, and improving tax efficiency. His services include goals-based wealth planning, professional investment management with custom portfolios, tax-smart financial strategies, charitable giving, and estate planning. Beyond his professional work, David is actively involved in community organizations including the Elmbrook Rotary Club, Potawatomi Area Council of Scouting America, and serves on the Chapter Advisory Board for the Psi Chapter of Theta Chi Fraternity. His personal interests include baseball, biking, football, golfing, hiking, running, tennis, traveling, watching movies, and spending time with his family.

Sam Osborne is a financial advisor with Raymond James & Associates in Waukesha, WI. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. Before his financial services career, he competed on the West Florida Golf Tour for seven years. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and model manager options.

Kevin Nemoir is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Emily Phillips is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She has been with Robert W. Baird & Company Inc since 2013 and holds the Series 66 designation. 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 other 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 various investment strategies.

Megan Allen is a Series 66-licensed financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously held roles at Thrivent Investment Management Inc. and Muskego Lakes Group - Thrivent Financial. In addition to her advisory role, she owns Ardent Coaching, where she works as a career coach. She 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. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Frederick Ballenger is a financial advisor at Fidelity with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and PNC Bank. At Fidelity, he has been associated with the firm since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and plays a formal advisory role to multiple funds, utilizing systematic methodologies and established governance procedures.

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.

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.

Jeremy Bardon is a financial advisor with Ameriprise in Dousman, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Julia Herman is a ChFC® credentialed financial advisor with 18 years of industry experience. She has been with Edward Jones since 2011 in their Hales Corners, WI office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Knight is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and owned East Town Management LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of financial planning and consulting services. The firm offers non-discretionary investment advice supported by proprietary research and maintains capabilities in municipal advisory and market-making activities.

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.

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.

Keith Brofsky is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Landmark Credit Union in investment, audit, and treasury research, and he operates a website-building company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Halvey Jr. is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Halvey is involved in managing a small business related to office expenses and banking activities. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.