Peter Duback is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement traditional and complex investment strategies.

Barbara Nelson is a financial advisor with Robert Baird & Co. in Elm Grove, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Robert Baird & Co. since 1995. 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 customized financial planning and portfolio management services using a range of investment strategies and overlays, including both traditional and non-traditional asset allocations.

Karl Weizenicker is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodbury Financial Services, LPL Financial, J.P. Morgan Securities, and Chase Investment Services Corp. In addition to his role at OSAIC, Weizenicker is involved with Savaglia Financial Advisors and Dream Plan Enjoy LLC, where he provides financial advice and markets non-securities insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. Its investment approach emphasizes model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Hye Kwon is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having one year of industry experience. Prior to joining Baird, Kwon held various roles including positions at American Marketing & Publishing, LLC, Central Cafe, and comprehensive healthcare and restaurant settings. Outside of financial advising, Kwon is the president of Press. Waffles. The DDK Group at Robert W. Baird & Co., where Kwon works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through various separately managed account programs, and uses internal research and technology, including artificial intelligence, in delivering investment advice.

Joseph O Brien is a financial advisor at Robert Baird & Co. in Racine, WI, holding a Series 66 designation with eight years of industry experience. Prior to joining Baird in 2018, he worked for Vantiv (now Worldpay) from 2014 to 2018. Outside of his advisory role, he is involved with the SCHS Foundation in Racine. Robert Baird & Co. delivers private wealth management services through the DDK Group, serving individuals, corporate clients, pensions, and charitable organizations. The firm employs a variety of portfolio management strategies and emphasizes ongoing manager selection and internal research, with approximately $394 billion in assets under management as of December 31, 2025.

Joseph Schilz is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Grove Point Advisors. In addition to his advisory work, he is involved in tax preparation and accounting through his business, Joseph A Schilz SC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various advisory and portfolio management options, supported by a large network of over 10,000 advisors and significant assets under management.

James Lemmenes is a financial advisor with Edward Jones in Elm Grove, WI, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a co-owner of a real estate business in Estero, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Ryan Haslbeck is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor Axa Advisors. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Eric Leonard is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones and roles associated with professional soccer organizations Chicago Fire FC and Forward Madison FC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Lawrence Dreher is a Series 66-licensed financial advisor at OSAIC with four years of industry experience. His prior roles include positions at Woodbury Financial Services and Savaglia Financial Advisors, along with over three decades at Mortgage Guarantee Insurance Corp. Outside of finance, he works as a display pyrotechnician for multiple fireworks companies and operates a sole proprietorship focused on buying and selling collectibles. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as comprehensive financial planning, managed portfolios, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Zachary Bernarde is a financial advisor with Raymond James Financial in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including LPL Financial, Manchester Investments, and Alliance Wealth Management Milwaukee, where he continues to provide various client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, employing tailored planning and analytical tools to support client goals.

Gregory Jaeck is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. He has been with Edward Jones since 2017 in Mount Pleasant, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Alexandria Pelzek is a financial advisor with LPL Financial, holding a Series 66 designation. She has one year of industry experience and has worked previously at Summit Credit Union and in various roles including at the University of Wisconsin - Milwaukee and Milwaukee Area Technical College. Outside of financial services, she has long-term employment with Kwik Trip. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing a variety of investment strategies and supports its large network of advisors with advanced operational and research tools.

Michael Olszewski is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, VOYA Financial Advisors, Inc., Fidelity, and Allspring Funds Management, LLC. In addition to his advisory work, he is the owner-operator of Green Ridge Stable, a non-investment-related business. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, using a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Keith Sierra is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. Outside of his advisory role, he serves on the boards of the Catholic Community Foundation and Journey House Inc., both nonprofit organizations based in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs and portfolio management services tailored to client risk profiles, using a combination of in-house and third-party investment managers.

Susan Heitman is a financial advisor at UBS Financial Services with 23 years of industry experience. She has worked at UBS since 2019 and previously spent seven years at BMO Harris Financial Advisors. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Christopher Weber is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, H. Beck, Inc., Annex Wealth Management, and Pennant Management Inc. Weber is based in Waukesha, WI. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and investment models.

Dayton Hoell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017 and previously at Morgan Stanley from 2015 to 2017. He holds Series 63 and Series 65 registrations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, offering a range of eligible strategies including ESG frameworks, with implementation supported by affiliated investment-management entities.

Louis Lukic is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2020. Outside of his advisory role, Lukic is the sole proprietor of Louies Limbs LLC, an agriculture business, and Louis Enterprises LLC, which focuses on property management and hunting activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Joshua Ringelberg is a financial advisor at Osaic with five years of industry experience. He holds the Series 66 designation and has worked previously at RBC Capital Markets for four years. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and supports a wide range of managed account and third-party manager programs.