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.

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.

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.

Gary Barutzke is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Baird in 2025, he worked for Allspring Global Investments, Inc. for 21 years. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and strategic partnerships.

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.

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.

Donald Hayden is a financial advisor at LPL Financial with 44 years of industry experience. He holds a Series 63 designation and has worked with firms including Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and his own Hayden Financial. Hayden also maintains a non-variable insurance-related business activity at Hayden Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

Meghan Dean is a CFA® charterholder with 21 years of industry experience, currently serving at Robert W. Baird & Co. since 2007. She holds a Series 66 license and is based in Milwaukee, WI. Outside of her advisory role, she serves on the investment committee for Divine Savior Holy Angels High School and is director and treasurer of the Sarah M. Hegarty Foundation, a memorial fund. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a variety of managed account strategies and internal research tools to support its advisory services.

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.

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.

Bradley Sanborn is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has been involved in restaurant operations and worked in financial planning under a DBA affiliated with LPL. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

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.

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.

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.

Paul Lang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 1994. Outside of his financial career, Lang is a member of the blues/rock cover band Rum Line. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by related investment-management affiliates.

Graham Kent is a financial advisor at Osaic Wealth Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Great Point Capital, LLC, the University of Wisconsin-Whitewater, and Applied Industrial Technologies. Kent’s background includes roles in both financial services and academia. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform and emphasizes model-based asset allocation and portfolio optimization.

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. Outside of her advisory role, she serves as a trustee for her mother’s trust and holds power of attorney for her mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversified investment principles to offer both brokerage and advisory solutions across a large platform.

Andrew Schmitz is a financial advisor at Robert Baird & Co. with a Series 66 credential and three years of industry experience. His prior roles include positions at Miller & Gay Investment Management and work as a full-time student at Temple University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement strategies tailored to client goals and risk tolerances.

Justin Heim is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he engages with clients through a collaborative planning process to provide guidance on financial decisions and help them gain clarity about their financial lives. Prior to joining Fidelity Investments, Justin worked as a Personal Banker at Wells Fargo from 2022 to 2023. His professional experience has centered around building client relationships and advising on financial matters.

Luis Heredia is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at the Rafa Nadal Academy and Marquette University. Outside of his advising duties, he serves as an assistant tennis coach at the Marquette Tennis facility. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations. The firm utilizes a network of investment adviser representatives and offers a range of third-party and proprietary advisory programs tailored to client risk tolerance and goals.