Nicholas Pruhs is a financial advisor with Robert W. Baird & Co. in Wauwatosa, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, 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, utilizing both in-house and third-party managers across traditional and non-traditional strategies.

Ilija Potkonjak is a financial advisor at LPL Financial with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with LPL Financial since 2009. Outside of his advisory work, he serves as a high school basketball referee. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, retirement consulting, and brokerage services.

David Bier is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1983, also working with Bank of America since 2011. He serves as a director of the Broom Tree Foundation, a charitable organization focused on acts of mercy, discipleship, and evangelism. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Michaela Keefe is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has held roles at JPMorgan Chase Bank, Marquette University, and South Shore Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Nicholas Dreyer is a financial advisor with OSAIC based in Milwaukee, WI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and CC&N. He is also involved with Lakewood Wealth Management and LWM Insurance Advisors in advisory and insurance capacities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisors. The firm utilizes a range of advisory platforms and asset-allocation tools to offer integrated brokerage, financial planning, retirement consulting, and access to third-party money managers.

Kathleen Beronja is a financial advisor with Robert Baird & Co. in Franklin, WI, holding a Series 63 designation and over 33 years of industry experience. She has been with Robert Baird & Co. since 1985. Outside of her advisory role, she serves as a trustee on her family's accounts. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a variety of in-house and third-party managers to address client goals and risk tolerances.

David Wahl is a financial advisor at Ameriprise with 32 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and BMO Harris Financial Advisors. He serves on the Board of Directors for Share the Gospel, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Brett Dawsey is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he serves on the investment committee for Civic Music Milwaukee. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with ongoing manager selection and monitoring by home-office professionals.

Ethan Arneson is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and Morgan Stanley. Outside of his advisory role, he participates in an investment club with friends. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing manager selection supported by internal research and technology.

Amanda Ignasiak is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2013. She has 12 years of industry experience. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Judy Villegas is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 23 years of industry experience. She has been with Robert W. Baird & Co. since 1998. 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 consulting and portfolio services, including financial planning and discretionary management, using a range of traditional and complex investment strategies.

Kelley Wolff is a CFP®-designated financial advisor at RBC Capital Markets with five years of industry experience. Prior to joining RBC in 2026, Wolff worked at Edward Jones, Robert W Baird, and the Commonwealth Bank of Australia. Wolff also operated Milwaukee Food & City Tours from 2015 to 2017. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services. The firm utilizes both in-house and third-party investment managers and provides options for tax management, rebalancing frequency, and responsible investing.

Alexa Robinson is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, she held roles at Bottle House 42, Trader Joe's, Lake Tribe Brewing Co., and other businesses. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including registered investment companies and model portfolios for intermediary platforms.

Laurence Kachel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been associated with Cetera and its affiliates since 2004 and leads Kachel Financial Group since 2012. Outside of advisory services, he serves as chairman of the board for the Greater Whitewater Committee, a nonprofit focused on local business attraction, and holds board roles in education and charitable organizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party model portfolios, providing a wide range of program structures and investment solutions.

Elijah Crooker is a financial professional with the Series 66 designation and two years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience at Cetera and Teofilo & Company. Outside of his advisory work, he has worked as a sales associate for the Milwaukee Bucks. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of discretionary and non-discretionary strategies across multiple platform arrangements.

Tricia Uttech is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Uttech serves on the Board of Elders at Watertown Moravian Church in Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jay Weideman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 22 years of industry experience. He previously worked at Edward Jones from 2003 to 2022 before joining Raymond James in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as employer advisory programs.

Lauren Vollrath is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Company since 2012. Outside of her advisory role, she serves on the boards of the Milwaukee Youth Symphony Orchestra and the Milwaukee Youth Arts Center Foundation, participating in their investment and finance committees. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in‑house and third‑party managers to implement a variety of traditional and non‑traditional investment strategies.

Paul Wickert is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 32 years of industry experience. He has worked at Fiduciary Trust and Avantax Insurance Agency, among other firms, and currently serves at Cetera Wealth Services, LLC. Outside of his advisory role, he is a partner in Root Creek Investments of Greenfield LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party managers, supporting various investment strategies and program structures.

Aaron Cross is a financial advisor with LPL Financial in Milwaukee, WI, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at BMO Bank NA and M&I Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by various model portfolios and research.