Chaitanya Yaramada is a CFA® charterholder with 14 years of industry experience. He is currently with Robert Baird & Co. and has prior experience at Brown Capital Management, LLC and Robert W. Baird & Co. INC. His work is based in Milwaukee, WI. 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, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research, including artificial intelligence tools, in client advice.

Re Ann Holmes is a CFP® with 25 years of industry experience, all of which has been at Edward Jones since 2001. She also serves as adjunct faculty at Carroll College, teaching several hours per week outside of trading hours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, affiliated mutual funds, and trust services. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Christopher Langjahr is a financial advisor with J.P. Morgan Securities in Brookfield, Wisconsin, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2006. Previously, he was with Ameriprise Advisor Services, Inc. in 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Hunter Maslowski is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at MPC Advisers, LLC and the University of Wisconsin - Madison. Outside of his advisory roles, he was involved with Hidden Glen Golf Club for six years. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with various financial planning and advisory services. The firm’s investment process is model-based, focusing on asset allocation and portfolio optimization, supported by technology and a large affiliate network.

Michelle Kuokkanen is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in real estate ownership, including multi-family and single-family properties. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis with a range of advisory, brokerage, and insurance solutions.

Brogan Etten is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Etten held positions at Wisconsin Athletic Club and Sirona Recovery, among other organizations. Outside of finance, Etten has experience spanning community services and hospitality through prior roles at Children's Wisconsin Community Services and Doyles Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, offering model portfolios and applying oversight through affiliated and unaffiliated sub-advisers.

Douglas Artus is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he serves as the board president of the Harborfront Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Stephanie Ray Kuczynski is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. She holds a Series 66 designation and has been associated with Robert W. Baird & Co. since 1999. Additionally, she serves as an elected official on the St. Francis School District Board. She 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 customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.

Apexaben Shah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Wells Fargo in 2021, Shah worked at J.P. Morgan Securities and JP Morgan Chase Bank. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ryan Eiche is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Northwestern Mutual and JPMorgan Chase Bank in Wisconsin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions to build model asset allocations.

Richard Nelson is a CFP®-designated financial advisor at Cetera with 34 years of industry experience. He has worked with Cetera and its related entities since 2004 and maintains a separate tax and accounting practice dating back to 1973. Outside of his advisory and tax work, he supervises a timber farm and serves as commander of the American Legion Post 410 in Fredonia, WI. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures and custodial relationships.

Daniel Laubusch is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1998. He 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 institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, employing both traditional and non-traditional investment strategies.

Andrew Wulf is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Refinitiv and JP Morgan Securities LLC. Outside of finance, he has experience working at Zazzo's Pizza and Bar and served at Carroll University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of portfolio management strategies and offers financial planning, manager selection, and tax-management services, supported by internal research and technology tools.

Glen Ringwall is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds a Series 63 designation and has been with UBS since 2012. Outside of his advisory work, he is the proprietor of a household goods and textiles business called Bald Guys R Sexy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm operates across multiple financial services including custody, underwriting, and market-making, integrating institutional capabilities with wealth management.

John Zielinski is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, Zielinski serves as an advocate for Wisconsin DECA in Milwaukee Public Schools, supporting leadership training and competitive opportunities for high school business students. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services using a variety of investment strategies and offers additional municipal advisory and public finance services.

Dominic Rice is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Woodbury Financial Services, Girard Securities, and Securian Financial Services. Rice also engages in fixed insurance sales through Matrise Polzin and Co and MPC Insurance Services. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process and multiple custodial and affiliated relationships.

Steven Indermuehle is a financial advisor with Morgan Stanley in Mequon, WI, holding a Series 66 credential and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is an owner of Red Diamond Foods, a food business based in Grafton, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and investment modeling.

Scott Anderson is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2000. Outside of his advisory role, Anderson serves as a Petty Officer 1st Class in the United States Navy Reserve and is involved in fundraising as a board member for Ducks Unlimited of Milwaukee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Paul Smith is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. 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 that utilize structured discovery processes and firm-approved planning tools.

James Bors is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and accumulating 26 years of industry experience, all with the same firm. He also serves as Treasurer for the Woodland Shores Homeowners' Association. The DDK Group, part of Baird's Private Wealth Management department, provides services to individuals, corporate and business clients, pensions, and charitable organizations through a variety of financial planning, portfolio management, and custody solutions. Baird manages approximately $394 billion in regulatory assets and employs a combination of manager-traded and model-traded strategies, utilizing internal research and technological tools.