Sara Cliff is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked with various firms within the Cetera network and has maintained a longstanding association with John Coloso Investments. Outside of advisory roles, she is active as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified investment strategies through a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

William Koehler is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 41 years of industry experience. Before joining Charles Schwab in 2016, he worked at Wisconsin Discount Securities Corporation for 34 years and was involved with KOMO Bikes LLC for five years. Charles Schwab & Co., Inc. serves 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 with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by ongoing due diligence and periodic reviews.

Benjamin Eggert is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. He has been with Robert W. Baird & Co. since 2016. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and manager monitoring.

Gregory Schauer is a financial advisor with Ameriprise in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Ameriprise since 2018 and prior experience at Thrivent Financial and Thrivent Investment Management. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement who meet specific asset criteria. The firm provides customized written recommendations using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Anna Jaeger is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at Robert W. Baird & Co. since 2020, following roles at Midland Financial Advisors and Cedarpoint Investment Advisors, Inc. Jaeger is also licensed in insurance, though this represents a minor part of her business. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including 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 supported by internal research, manager selection, and investment strategies including separately managed accounts and tax-management features.

Gunner Gonzalez is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at Kwik Trip Inc. and Starbucks Coffee Co. before joining Baird. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex allocations.

Brett Selke is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds the Series 66 designation and has been with Baird since 2020. Outside of his advisory role, he serves as an adjunct professor at Carroll University. Baird's DDK Group, where Selke is based, advises a broad range of clients including individuals, families, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and alternative investment strategies.

Jerry Gold is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Associated Investment Services, BMO Harris Bank, LPL Financial, Johnson Financial Group, and multiple positions within Wells Fargo entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Krueger is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2014. He is based in Milwaukee, WI, and holds a Series 63 license. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment strategies and a combination of consulting, portfolio management, and brokerage services, including access to both traditional and non-traditional asset classes.

Ronald Salmon is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential and three years of industry experience. Prior to joining Baird, he worked at Uncle Bucks on 3rd Street and Brennan Law Office LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and municipal advisory services.

William Fieber is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities at Fidelity Investments including Investment Consultant (2023-2024), Fixed Income Specialist (2022-2023), and Investment Solutions Representative (2021-2022). He began his financial services career as a Client Service Associate at J.P. Morgan Securities from 2020 to 2021. In his current position, William focuses on developing comprehensive financial plans tailored to individual client needs. His approach encompasses risk management, tax-efficient investing, retirement income, and long-term financial goals, emphasizing ongoing collaboration and plan updates as clients progress through different life stages. Outside of his professional responsibilities, William has interests in cars, cooking and baking, gardening, hiking, music, and reading.

Lauren Crawford is a Series 66-credentialed financial advisor with four years of industry experience. She has worked at OSAIC since 2024 and previously held roles at Woodbury Financial Services and MPC Advisers. Outside of advising, she has experience in the retail and service sectors, including positions at Truck Toyz and 1-800 Got Junk?. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of financial advisers, employing asset-allocation tools, risk-tolerance questionnaires, and diversified portfolio management strategies that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ryan Melby is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving senior executives, successful business owners, and wealthy families. He leads The Melby Group, a wealth advisory team that provides strategic and tactical advice across various aspects of wealth management, including transition and exit planning, retirement lifestyle continuation, legacy implementation, estate coordination, risk and debt management, tax minimization, and financial guidance. Mr. Melby graduated from the University of Wisconsin-Madison in 2003 with a Bachelor of Arts degree in political science. He started his financial advisory career at UBS before joining Merrill Lynch Wealth Management in 2009. Ryan holds the Certified Private Wealth Advisor (CPWA) designation obtained in 2012 and the Certified Exit Planning Advisor (CEPA) designation earned in 2021, along with the Personal Investment Advisor (PIA) designation. Outside of his professional work, Ryan is involved with several community organizations, including the Boys & Girls Clubs of Greater Milwaukee, Brookfield Bulldogs Youth Baseball Club, Brookfield East Jr. Spartans Youth Baseball Club, Elmbrook Little League Baseball, YMCA Sponsor-A-Scholar, and St. John Vianney Parish & Catholic School. His personal interests include baseball, basketball, bowling, football, golfing, music, soccer, spending time with family, traveling, and watching movies.

Michelle Casper is a financial advisor at Equitable Advisors in Milwaukee, WI, with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Northwestern Mutual Investment Management for 14 years before joining Equitable Advisors in 2017. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm offers a range of advisory services through a network of representatives, utilizing both proprietary and third-party investment programs.

Hailey Eller is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has previously worked at Charles Schwab & Co., Inc. and held multiple roles at AT&T Corporate. Outside of her advisory work, she is employed with Two Birds Event Group in Milwaukee, where she bartends part-time. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Dennis Johnson Jr. is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel since 2018, following six years at B.C. Ziegler and Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decisions.

Reginald Lockett is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc., Equitable Advisors, Rausch Sturm, LLP, and K-Force. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tracy Bieck is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Robert W. Baird since 2011. Outside of her advisory role, she co-owns rental properties with her husband, though she does not have active management responsibilities. Tracy is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with options ranging from traditional asset allocations to more complex strategies.

Susan Goffiney Walton is a financial advisor with RBC Capital Markets in Mequon, WI, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Michael Brown is a financial advisor at Robert Baird & Co. with 9 years of industry experience. He has been with Baird since 2015 and holds a Series 66 designation. 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 firm 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.