Kelli Downs is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Robert W. Baird & Co. since 1996. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and tax-management strategies, supported by internal research and tools including the use of artificial intelligence.

Michael Klein is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, he is the owner of Ripple Records LLC and serves as an advisory committee member for Commonfund Capital Secondary Partners IV, L.P. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research and a combination of manager-traded and model-traded strategies.

Louis Henneck is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1980, also affiliated with Bank of America since 2011. Outside of his advisory role, Henneck serves as a local chapter board member and membership director for Ducks Unlimited, a wetland preservation organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lucas Plese is a financial advisor with Wells Fargo Clearing in New Berlin, WI, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven advisory process based on modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Drew Schwartz is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory roles, he has experience in the fitness and delivery sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Scott Dziubek is a CFP® professional affiliated with LPL Financial and has 37 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Annex Wealth Management, Grove Point Investments, Waterstone Financial Group, and FFP Advisory Services. Outside of his advisory work, he is involved in coaching sports and fitness at Franklin Public Schools. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools while overseeing more than $819 billion in discretionary assets through a network of over 22,800 advisors.

Evan Sinda is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers additional services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michael Ovsak is a financial advisor with LPL Financial based in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior professional background includes roles at Ameriprise and BMO Bank NA, among others. Outside the financial industry, he has experience working in hospitality and retail sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Princess Davis is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Her prior roles include four years at Baird and positions at Principal Financial Group, Humach, and Metro Market. Outside of advising, she is a limited partner in Golden Root Colective, a recreational enterprise based in Milwaukee. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including comprehensive financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.

Lance Lesage is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and North Shore Bank. Outside of his advisory role, he is an assistant swim coach at Schroeder Aquatics. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Deidra Catus is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Morgan Stanley, Fidelity Investments, J.P. Morgan Securities, and Empower Financial Services. Outside of her advisory work, she is the sole proprietor of The DMW Collection LLC, an art and culture business based in Texas. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services supported by a wide range of portfolio management styles and affiliated research.

Patrick Fennelly is a financial advisor with Morgan Stanley in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he serves as a forensics judge at Brookfield East High School and is a board member and vice chairman of the finance committee at Penfield Children’s Center, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and scenario modeling, primarily acting in an advisory capacity.

Wendy Wolfe is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 designations 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, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services to meet client goals and risk tolerances.

Debra Owen is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 41 years of industry experience. She has worked with Cetera and its affiliated firms since 2007. Outside of her advisory role, she is involved with THE LA BRI GROUP- DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Brian Sandblom is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He worked at Pruco Securities, LLC from 1989 to 2024 before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm’s investment implementation is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Sean Stockman is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services and Primerica Advisors. Outside of his advisory work, he was involved with Corner Street Communications, LLC from 2020 to 2024. 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, including model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Dziubek is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Stifel, and Wells Fargo Clearing. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Crystal Sdano is a financial advisor at OSAIC with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services Inc, Cetera Advisor Network, and Savaglia Financial Advisors, where she is also CEO of Dream Plan Enjoy LLC, a financial planning and investment review firm. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, retirement plan consulting, and access to third-party money managers and wrap programs.

Maria Mc Dermott is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 63 designation and bringing 24 years of industry experience. She has worked at Robert W. Baird & Co. since 2006. She 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 customized consulting and portfolio services, including financial planning and discretionary management, and implements strategies using both in-house and third-party managers across a range of traditional and non-traditional asset classes.

Connor Wiesner is a financial advisor at Wells Fargo Clearing in Milwaukee, WI, holding the CFP®, CFA®, and ChFC® designations with nine years of industry experience. His prior roles include positions at Principal Life Insurance Company, U.S. Bancorp Investments, and Lincoln Financial Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.