Riley Gaynor is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding CFP® and Series 66 designations with nine years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides tailored financial planning and portfolio management services using a range of strategies, including discretionary management and separately managed accounts.

Courtney Tilkens is a financial advisor with RBC Capital Markets holding a Series 66 designation and has two years of industry experience. Prior to joining RBC, she worked at The Terrace at Marina Circle and held positions at Marquette University and Notre Dame de la Baie Academy. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies and a mix of in-house and third-party investment managers to implement portfolios aligned with clients’ risk profiles.

Cynthia Trapp is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before joining Baird, she spent time in education with the Oak Creek Franklin School District. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a range of investment strategies and ongoing manager oversight, supported by internal research and technology, including artificial intelligence.

Bradley Baker is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments in various capacities since 2012, progressing through positions including Financial Consultant, Investment Consultant, Relationship Manager, and Full Trader. Prior to joining Fidelity, he worked as a Financial Representative at John Hancock in 2012. In his current role, Bradley partners with clients to understand their goals and values, helping them build customized financial plans that adapt as their objectives evolve. He holds the Certified Financial Planner™ designation, which supports his approach to making retirement planning less stressful and more focused on clients' priorities. Outside of his professional work, Bradley's personal interests include comedy, football, golf, parenthood, and surfing.

Allison Fantetti is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds a Series 66 designation and has been with Baird since 2021. Outside of her advisory role, she works as a tour guide for Mobcraft Brewery. Baird’s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Dennis Mccormick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. His career includes roles at Wells Fargo Bank, LPL Financial, and BMO Harris Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary in its advisory capacity.

John Geder is the sole advisor at Geder Investment Management, Inc. in Elm Grove, WI, holding a Series 63 designation with 33 years of industry experience. He has led his independent firm since 1992. Geder Investment Management, Inc. provides investment advisory and portfolio management services primarily to individual clients, tailoring portfolios to their objectives and risk tolerance. The firm manages approximately $27 million across about 32 clients and offers educational seminars and workshops to support client understanding.

Mark King is the sole advisor at Fulton Investment Advisers, Inc. in Wauwatosa, WI, with 26 years of industry experience. He has served as president and sole shareholder of Mark F. King Attorney at Law, S.C. since 1999, providing legal, tax, and estate planning services. Fulton Investment Advisers, Inc. is an independent, single-advisor firm that manages approximately $13.5 million in assets primarily for individual clients, with a small number of institutional relationships. The firm typically manages accounts on a non-discretionary basis and is notable for its affiliation with a law firm, a structure uncommon among independent RIAs.

Michael Zidanic is a financial advisor at Northland Securities, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northland Securities in 2024, he spent over 15 years at Ameriprise Financial Services in various capacities. Northland Securities, Inc. is a multi-team firm based in Milwaukee, WI, comprising 40 advisors.

Elizabeth Janicek is a financial advisor at Northland Securities, Inc. with 46 years of industry experience. She has been with Northland Securities since 2009. The firm is a multi-team organization with 41 advisors.

James Carlson is a financial advisor at Northland Securities, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northland Securities since 2007. Outside of his advisory work, Carlson participates as a tournament fisherman and serves as an arbitrator with the NASD Board of Arbitration. Northland Securities is a multi-team firm based in Milwaukee, WI, employing 38 advisors. The firm provides investment services with a collaborative approach across its teams.

Scott Hefle is a financial advisor at Northland Securities, Inc. with 27 years of experience in the industry. He previously worked at Triad Advisors, Inc. for 10 years before joining Northland Securities in 2022. Outside of his advisory work, Hefle serves on multiple community and leadership boards, including roles with Leadership Germantown and the Friends of Germantown K9, a nonprofit supporting local K9 units. Northland Securities, Inc. is a multi-team firm with 38 advisors that serves a diverse client base through tailored investment strategies.

Craig Ostrom is a financial advisor at Northland Securities, Inc. with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Northland Securities since 2007. He also has a long-term affiliation with ACN, Inc., spanning over two decades. Northland Securities, Inc. is a multi-team firm based in Milwaukee, serving clients through a team-oriented approach across 41 advisors.