Michael Glaisner is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2005. He 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 consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays, employing both traditional and complex investment strategies.

Anton Andriushchenko is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Truist. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kendeicia Stephenson is a financial advisor with Wells Fargo Clearing in Milwaukee, WI. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank, N.A. since 2021. Prior to her current role, she worked in the retail and service industries, including positions at Wisconsin Apple Inc and Enterprise Holdings. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad range of financial products.

Linda Cowan is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with RBC Capital Markets since 2008 and also works with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through both in-house and third-party managers.

Henry Hessel is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Reinhart Partners, Inc. He has been with Raymond James & Associates since 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Colin Juenger is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Halquist Stone for four years and Accurate Pattern for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, educational seminars, and recently added a standalone Divorce Planning offering.

Joseph Wilson is a financial advisor with Merrill in Milwaukee, WI, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including his current tenure at Merrill and Bank of America, N.A. since 2014. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm offers multiple investment management strategies and emphasizes tax-efficient capabilities, supported by its integration with Bank of America affiliates and capital-markets platform.

Colette Gregory is a financial advisor with Robert Baird & Co. in Menomonee Falls, WI, holding a Series 63 designation and 33 years of industry experience. She has been with Robert Baird & Co. since 1991 and concurrently serves at Marquette University. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a combination of in-house and third-party managers to implement a range of investment strategies from traditional to non-traditional approaches.

Jeffrey Pfannerstill Jr. is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial, Pumpers & Mitchell's, and various educational institutions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across multiple planning topics. The firm separates its planning services from managed accounts and does not provide portfolio management for institutional clients.

John Denecke is a ChFC® credentialed financial advisor with 40 years of industry experience, currently serving at Thrivent Investment Management in Milwaukee, WI. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a committee member on the Village of Brown Deer Finance and Personnel Committee, where he participates in reviewing financial updates and budgetary matters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers integrated planning and managed-account options under consolidated billing.

Christopher Doughty is a CFP® with 30 years of industry experience, currently advising at Raymond James Financial Services Advisors. His career includes roles at Gentian Financial, Alliance Wealth Management Mequon, and Raymond James. Outside of advising, he is an author focusing on personal development and serves as a board member of The River Club of Mequon. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Becker is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 21 years of industry experience, including prior roles at Prudential Insurance Company of America, OneAmerica Securities, and Thrivent Financial for Lutherans. Becker serves on the board of Pink Heals Sheboygan County, a nonprofit organization. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Alec Schaefer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Robert W. Baird since 2023. Prior to his current role, Alec worked in various positions including at Benvenutos Italian Grille and Madison College. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Matthew Mc Guire is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2021. Prior to this, he held roles at Ete Reman, The Ruby Tap, and DLS Lawn & Garden. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by offering tailored consulting and portfolio services, including discretionary and non-discretionary management and a variety of investment strategies.

Bailey Woltjer is a Series 66-licensed financial advisor with Morgan Stanley in Waukesha, WI, bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning emphasizes structured discovery and proprietary planning tools and manages approximately $2.74 trillion in client assets.

Melissa Ringwall is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has been with UBS Financial Services since 2012. Outside of her advisory role, she is the owner of a nonprofit real estate venture, Stabbin Cabin LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary market assumptions and research to tailor investment strategies.

Douglas Hafemann is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill Lynch Wealth Management, Baird, Northwestern Mutual, and Ritholtz Wealth Management. Outside of his advisory roles, he has been involved with Foogmeela Enterprises LLC. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Amanda Thompson is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI with six years of industry experience. She has held positions at Baird since 2018 and previously worked at Educated Solutions Corp, Kohl's Department Stores, and Quarles & Brady LLP. Outside of her advisory role, she serves as a caregiver for the Wisconsin Department of Health Services. Baird’s Private Wealth Management department, including the DDK Group to which Amanda belongs, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services that incorporate manager-traded and model-traded strategies with ongoing home-office investment oversight.

Tamara Gessay is a financial advisor at RBC Capital Markets with 19 years of experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2007. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Laura Hebert is a financial advisor with Robert Baird & Co. in Racine, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Robert 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, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.