Zachary Hietpas is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding a Series 66 credential and with two years of industry experience. Prior to his current role, he has been involved with various local organizations, including coaching basketball for the New Berlin Eisenhower Boys Basketball Booster Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Corbin Weyer is a CFA® charterholder with 16 years of industry experience, all spent at Robert W. Baird & Co. He is based in Milwaukee, WI, and holds a Series 63 license. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of SMA strategies, tax-management tools, and proprietary research including artificial intelligence in client advice.

Patrick Modjeski is a financial advisor with OSAIC in Milwaukee, WI, holding a Series 66 designation and with 26 years of industry experience. His prior work includes positions at Royal Alliance Associates, Sii, MSI Financial Services, Guardian Life, and Equitable Advisors. Outside of his advisory role, he is an independent contractor and insurance agent with Vantagepointe Financial Group, focusing on fixed insurance products. OSAIC Wealth serves a wide range of clients including individual investors, retirement plans, charities, and corporate entities through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and provides access to various managed account strategies and third-party money managers.

Ian Albin is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He joined Baird in 2025 and has prior work experience in hospitality and retail management, including roles at Kilroys Sports Bar and Gold Casters Jewelry Store. Outside of finance, his background includes several years at Rolling Hills Country Club and Showplace Family Entertainment. Ian is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with ongoing home-office research support.

Paula Dowling is a financial advisor at RBC Capital Markets with 36 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Merrill and U.S. Bancorp Investments, Inc. Outside of finance, she performs singing engagements for weddings, funerals, masses, and theater, and serves as an election judge with the Rockford Board of Elections. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies executed through a range of in-house and third-party managers.

John Roesner Jr. is a financial advisor at Robert Baird & Co. with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Robert Baird since 2006. Robert Baird’s DDK Group, where Roesner works, serves a range of clients including individuals, corporate entities, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, internal research, and technology including artificial intelligence in its advisory process.

Soumya Venkataraman is a financial advisor with Robert Baird & Co., holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, Venkataraman worked at Northwestern Mutual. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations by providing a range of services including financial planning, portfolio management, and custody and brokerage. The firm utilizes a combination of manager-traded and model-traded strategies, ongoing manager oversight, internal research, and technology tools in delivering its advisory services.

Kayla Hollenbeck is a financial advisor at Robert Baird & Co. with six years of industry experience. She has worked at Baird since 2019 and previously spent eight years at Continental Properties. Kayla holds the Series 66 designation. 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, charitable organizations, and other institutional clients with a range of consulting and portfolio services tailored to client goals and risk tolerances.

Timothy Wojs is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Robert W. Baird since 2005. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporations, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and tools with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Erik Dahlberg is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 38 years of industry experience. He has been with Robert Baird & Co. since 1987. Outside of his advisory role, he is the owner of a family farm operated as an LLC. 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. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jaedon Abraham is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors, he worked in various roles including at Choreo and in small business operations. He has a background that includes work in pressure washing and food service. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a broad range of clients including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver customized investment solutions.

James Magliocco is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities LLC before joining Ameriprise in 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team that collaborates with advisors to provide written recommendation reports and ongoing guidance.

Susan Brotz is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, she was with Princor Financial Services Corporation and Principal Funds Distributor for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Labri is a financial advisor with Cetera holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes tenure at First Allied Advisory Services and First Allied Securities before joining Cetera in 2020. He serves as president of a local condo association, reflecting involvement in community leadership. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting diverse investment strategies under various discretionary and non-discretionary programs.

Christine Sterr is a financial advisor with Robert W. Baird & Co. in Greenfield, WI, holding a Series 63 designation and 36 years of industry experience. She has been with Robert W. Baird & Co. since 2001. 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 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 investment strategies.

Margaret Smith is a financial advisor with Morgan Stanley in Milwaukee, WI, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and Saint John's On The Lake. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Christopher Reed is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Sagepoint Financial, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, he is involved as a baseball coordinator for the Oak Creek Little League in Wisconsin. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a range of program options such as financial planning, advisor-managed strategies, and third-party money manager programs.

Robert Blair is a CFP®-certified financial advisor with J.P. Morgan Securities in Milwaukee, WI, bringing 33 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 1989. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, supporting a range of eligible strategies that may incorporate ESG criteria.

Mark Thompson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses and is based in Brookfield, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services through a nationwide network of more than 23,700 financial advisors.

Carl Schemm is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. Prior to joining Baird, he worked at KeyBanc Capital Markets Inc., Longbow Research, and the State of Wisconsin Investment Board. The DDK Group at Robert W. Baird & Co. operates within the firm's Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and technology tools.