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Seth P

Series 66

Milwaukee, WI

Robert Baird & Co.

Seth Paradowski is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds the Series 66 designation and has been with Baird since 2019. Prior to joining Baird, he worked at U.S. Bank, Baker Tilly Search & Staffing, Dick's Sporting Goods, and the University of Wisconsin-Whitewater. Outside of his advisory role, he volunteers as a youth athletic coach at Prospect Training Academy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Darryl W

Series 63

Waukesha, WI

Wells Fargo Clearing

Darryl Witkowski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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John T

CFP®, Series 66

Milwaukee, WI

Mass Mutual Investors Services

John Trepanier is a CFP® professional with 10 years of industry experience, currently affiliated with MassMutual Investors Services in Milwaukee, WI. His prior roles include positions at Cambridge Investment Research, Prudence Harker, and AXA Advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning supported by firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Robert F

Series 63, Series 65

Milwaukee, WI

Robert Baird & Co.

Robert Filetti is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Robert Baird since 2012. 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, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a mix of in-house and third-party strategies across traditional and alternative asset classes.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jessica V

Series 66

Milwaukee, WI

Robert Baird & Co.

Jessica Vecitis is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and three years of industry experience. She previously worked at Dunham Trust Company and Dunham & Associates Investment Counsel for two years and spent seven years at the University of Kentucky. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, providing a range of investment strategies from traditional to non-traditional approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Zachery W

Series 63, Series 65

Waukesha, WI

Edelman Financial Engines

Zachery West is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Fisher Investments and Northwestern Mutual, with a career spanning advisory and investment services roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advisory approaches.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Gary B

Series 66, Series 63

Milwaukee, WI

Robert Baird & Co.

Gary Barutzke is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Baird in 2025, he spent 21 years with Allspring Global Investments, Inc. The DDK Group at Robert W. Baird & Co., where Gary works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody and brokerage services, using a combination of manager-traded and model-traded strategies along with internal research and tools to support client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Ryan L

CFP®, Series 63, Series 66

Milwaukee, WI

Robert Baird & Co.

Ryan Lundeen is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Robert W. Baird & Co. and has previously worked at Ellenbecker Investment Group, Annex Wealth Management, and JPMorgan Chase. 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, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Eric S

Series 63

Milwaukee, WI

Robert Baird & Co.

Eric Sobczak is a financial advisor with Robert W. Baird & Co. in Brookfield, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers financial planning, portfolio management, and consulting services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Donald H

Series 63

Elm Grove, WI

LPL Financial

Donald Hayden is a financial advisor with LPL Financial, holding a Series 63 designation and 44 years of industry experience. His prior work includes roles at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and managing Hayden Financial from 1990 to 2025. He also engages in non-variable insurance-related activities through Hayden Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Meghan D

CFA®, Series 66

Milwaukee, WI

Robert Baird & Co.

Meghan Dean is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. She has been with Robert W. Baird & Co. since 2007. Outside of her advisory role, she serves on the investment committees of Divine Savior Holy Angels High School and Nativity Jesuit Academy and is a director and treasurer of the Sarah M. Hegarty Foundation, a memorial fund. She is part of The DDK Group within Robert W. Baird’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 both in-house and third-party managers across a variety of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Madeline F

Series 66

Milwaukee, WI

Robert Baird & Co.

Madeline Falkenberg is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at UMB Fund Services and Xiogenix, as well as involvement with the University of Wisconsin - Milwaukee and several local organizations. Robert Baird & Co. is a large institutional firm serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm employs a range of investment strategies and combines manager-traded and model-traded SMA approaches, supported by internal research and technology, including artificial intelligence, to provide advisory services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Spencer V

Series 66

Brookfield, WI

UBS Financial Services

Spencer Von Rueden is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Trinity Financial Planning and Empowered Financial Management. Prior to his advisory career, he was involved in the hospitality industry at Crandall's Peruvian Bistro. UBS Financial Services Inc. 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 integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Bradley S

Series 66

Sussex, WI

LPL Enterprise

Bradley Sanborn is a Series 66-licensed financial advisor with six years of industry experience. He currently works with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he has held roles in restaurant operations and worked at the University of Wisconsin-Milwaukee. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining adviser programs with brokerage and insurance sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Russell K

Series 66

Racine, WI

Edward Jones

Russell Kortendick is a financial advisor with Edward Jones in Racine, WI, holding a Series 66 credential and six years of industry experience. He has worked at Edward Jones since 2019 and has prior experience in various roles at firms including CliftonLarsonAllen LLP and Seda Packaging. He is also a passive stockholder and board member of Kortendick Ace Hardware, a family hardware store in Racine. 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 strategies supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dustin H

Series 66

Milwaukee, WI

Robert Baird & Co.

Dustin Hutter is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Robert Baird & Co. since 1999. 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 with tailored consulting and portfolio management services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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William B

Series 66

Waukesha, WI

Edward Jones

William Beauchene is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he served 25 years with the City of Milwaukee Police Department. He is also a Lieutenant Colonel in the United States Air Force Reserves, where he holds leadership roles including deputy mission support group commander and deputy branch chief. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy General retirement planning Wealth management Military & Veterans Young Professionals
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Paul L

Series 63, Series 65

Brookfield, WI

J.P. Morgan Securities

Paul Lang is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012. In addition to his advisory role, he is a member of Rum Line, a blues/rock cover band. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Graham K

Series 66, Series 63

Milwaukee, WI

OSAIC

Graham Kent is a financial advisor at Osaic with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Great Point Capital, LLC and other organizations prior to joining Osaic. He has also been involved with the University of Wisconsin-Whitewater for several years. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisers and platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party services to manage portfolios that include various asset classes on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sarah D

Series 66

Milwaukee, WI

Wells Fargo Clearing

Sarah Daniels is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following three years at WELLS FARGO Advisors, LLC. Daniels serves as a power of attorney and trustee for her mother’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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