Sabrina Wolf is a financial advisor at Robert Baird & Co. with the Series 66 credential and three years of industry experience. Prior to joining Baird in 2022, she worked at Wacker Neuson, Techniblend, Inc., PPG Industries, the University of Wisconsin-Milwaukee, and Walgreens. The DDK Group, where Sabrina is part of the team, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Jason Lettenberger is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI. He holds Series 65 and Series 63 licenses and has 12 years of industry experience, all with Mass Mutual Investors Services and MassMutual Life Insurance Co. In addition to his advisory role, he works as an insurance sales agent specializing in individual and group life and health insurance. Mass Mutual Investors Services operates as a subsidiary of MassMutual and provides financial planning and investment services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by analytical tools and offers a range of asset management and educational programs.

Carter Kauth is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with JPMorgan Chase Bank and JPMorgan Securities since 2019. Kauth serves as a board member and investment committee participant for the Milwaukee Domes Alliance, a nonprofit supporting educational and cultural programs at the Mitchell Park Horticultural Conservatory. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes ESG considerations.

Neil Dunham is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Global Atlantic Financial Company and Financial Independence Group. Dunham is currently based in New Berlin, WI. OSAIC Wealth serves 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 emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager selections.

Christopher Blair is a financial advisor with Merrill in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies managed by internal teams and third-party managers for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Merissa Slowik is a CFP® professional with three years of industry experience, currently with Robert W. Baird & Co. in Milwaukee, WI. She previously worked at Johnson Bank and Johnson Wealth Inc., and has held roles outside finance, including at Walt Disney World and the Center for Students with Disabilities at UW-Whitewater. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Erin McGrath is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley and its predecessor firms since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery conversations and analytical tools.

Scott Wick is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2018 to 2025. Outside of his advisory role, Scott serves as an officer and treasurer on the board of a private family charitable foundation focused on community organizations related to school choice, health and wellness, and religious endeavors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm utilizes both in-house and third-party investment managers and offers customizable investment strategies tailored to each client’s risk profile.

Christopher Simon is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes using firm-approved tools and economic modeling techniques.

Alicia Pfiffner is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she was involved with Pfiffner Chain Vacations, LLC, from 2018 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Michael White is a CFP® certificant with 38 years of experience in the financial services industry. He is currently with Cetera and has held roles at First Allied Advisory Services and First Allied Securities, among others. White serves as a director of the Just Fore Kids Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors. It offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts.

Erik Schleicher is a CFA® charterholder with 10 years of industry experience and has been with Robert Baird & Co. since 2015. He is based in Milwaukee, WI. Outside of his advisory role, he owns and manages a residential real estate business. He 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 by providing tailored consulting and portfolio management services across a range of traditional and non-traditional investment strategies.

John Persa is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior roles include positions at RBC Capital Markets, Thrivent Investment Management, and John Hancock Distributors LLC. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Kiersten Banaszak is a financial professional affiliated with Cetera, holding a Series 66 designation and bringing 18 years of industry experience. Her career includes roles at Benevest & Associates, Cetera Wealth Services, and The Benefit Companies. Outside of advisory work, she is involved as an independent beauty guide and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to multiple program structures and external money managers.

Ryan Boyd is a CFP® professional with 12 years of industry experience, currently with Wells Fargo Clearing. His prior experience includes roles at Lincoln Investment, LPL Financial LLC, UW Credit Union, and CUNA Mutual Group. He volunteers as a tax preparer with the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third parties to support its investment selection and portfolio strategies.

Suzanne Cienkus is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Morgan Stanley since 2012. Outside of her advisory role, she is co-owner of a family-run mobile home park business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and offers both retail and corporate financial planning solutions.

Alex Kratz is a financial advisor at Robert Baird & Co. with six years of industry experience. He has worked at Baird since 2019 and previously spent three years at UMB Fund Services. He holds the Series 66 designation and is based in Milwaukee, WI. 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, and custody and brokerage, utilizing a combination of manager-traded and model-traded strategies supported by internal research and investment tools.

Casey Rajala is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at Champps Americana Restaurant. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio management services, including discretionary and non-discretionary management, using a variety of strategies and overlays to meet client goals and risk tolerances.

Brittany Peters is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. She also operates a separate business under the name Lake Financial Group. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Christine Lind is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 27 years of industry experience. She has worked at Robert W. Baird & Co. for 25 years and holds a Series 63 designation. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing internal research and tools such as artificial intelligence in its advisory process.