Patrick Mutsune is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of advisory work, he is a rental property owner. Robert Baird & Co. is a large institutional firm serving individuals, corporate clients, pension plans, and charitable organizations through its Private Wealth Management department. The firm offers a variety of financial planning and portfolio management services, including separately managed accounts and tax-managed strategies, supported by ongoing manager selection and internal research.

Samuel Kirk is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Charles Schwab. He has worked at Charles Schwab since 2017, with a brief tenure at Fidelity Brokerage Services LLC in 2019. His background also includes roles outside the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage and custody services within an integrated structure.

Robert Andraschko is a financial advisor at Edward Jones in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Saelytics, K & H Construction, and the University of Wisconsin Milwaukee, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Samantha Nelson is a financial advisor with LPL Financial based in Brookfield, WI. She holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at Johnson Financial Group and has also served as a notary for the State of Wisconsin since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Alexandra Spangler is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with five years of industry experience. She has worked at Robert W. Baird since 2020 and previously held positions at Santander Bank, Definitive Healthcare, and Bryant University. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers with various investment strategies.

Samantha Bane is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 12 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves as a board member on the Investment/Finance Committee of HEAR Wisconsin. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager monitoring.

Lisa Lewitzke is a financial professional with 28 years of industry experience, currently affiliated with Cetera. She previously worked at Landaas & Company for 19 years and has been providing financial services through Lewis Financial since 2023. She is a member of a landscaping LLC owned by her husband. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform, managing over $256 billion in assets across more than 10,000 advisors.

Cassandra Meyers is a CFP® and holds a Series 66 designation with 15 years of experience in the financial industry. She has been with Robert W. Baird & Co. since 2011, based in Milwaukee, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporations, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and technology tools.

Donovan Fahler is a financial advisor with LPL Financial in Germantown, Wisconsin. He holds a Series 66 designation and has been with LPL Financial since 2024. Prior to his advisory role, he worked at Target Corporation and Panera Bread Co. for a combined total of seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Rosalie Weiss is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and beginning her industry career in 2026. Her prior experience includes roles in the restaurant and automotive industries as well as positions at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform and supports discretionary and non-discretionary account structures.

David Urban serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With over thirty-five years of banking and investment experience, he focuses on serving high-net-worth executives and professionals who face complex financial challenges. His expertise encompasses family wealth management strategies, legacy planning, liquidity management, tax minimization, personal retirement planning, and socially responsible investing, among other areas. David holds a Bachelor's Degree from the University of Wisconsin System and an MBA from Northwestern University. He carries the Personal Investment Advisor (PIA) designation. In his professional practice, he collaborates closely with clients' accountants and attorneys to develop customized financial strategies aimed at growing wealth, reducing risk, and improving tax efficiency. His services include goals-based wealth planning, professional investment management with custom portfolios, tax-smart financial strategies, charitable giving, and estate planning. Beyond his professional work, David is actively involved in community organizations including the Elmbrook Rotary Club, Potawatomi Area Council of Scouting America, and serves on the Chapter Advisory Board for the Psi Chapter of Theta Chi Fraternity. His personal interests include baseball, biking, football, golfing, hiking, running, tennis, traveling, watching movies, and spending time with his family.

Kevin Nemoir is a CFP®-certified financial advisor at LPL Financial with 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Annex Wealth Management. Nemoir is also involved with Forward Financial Partners, LLC, an entity associated with his LPL business activities. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of more than 22,800 advisors.

Emily Phillips is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She 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, separately managed account programs, and brokerage services, utilizing internal research and tools such as artificial intelligence in delivering client advice.

Megan Allen is a Series 66-licensed financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously held roles at Thrivent Investment Management Inc. and Muskego Lakes Group - Thrivent Financial. In addition to her advisory role, she owns Ardent Coaching, where she works as a career coach. She 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 tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Frederick Ballenger is a financial advisor at Fidelity with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and PNC Bank. At Fidelity, he has been associated with the firm since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and plays a formal advisory role to multiple funds, utilizing systematic methodologies and established governance procedures.

Ryan Nieuwenhuis is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2019, following seven years at Gwfs Equities, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The firm offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches, including both traditional and non-traditional allocations.

Linda Davis is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 40 years of industry experience. She has been with Robert W. Baird since 2011. She 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 consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches.

Jeremy Bardon is a financial advisor with Ameriprise in Dousman, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Julia Herman is a ChFC® credentialed financial advisor with 18 years of industry experience. She has been with Edward Jones since 2011 in their Hales Corners, WI office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katherine Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has worked at Cetera since 2022 and is also the CEO and financial adviser of Lewis Financial Group. Outside of her advisory work, she serves as the president of the board for Milwaukee Montessori School. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining both discretionary and non-discretionary services across various program structures.