Kurt Haugen is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing modern investment strategies, tax-efficient planning, and long-term financial guidance to individuals, families, and business owners. By collaborating with specialized planning and investment professionals, he facilitates access to institutional-level resources and capabilities for his clients. Focusing on areas such as college education planning, legacy planning, retirement income, small business strategies, and tax minimization, Kurt aims to simplify financial complexities and help clients make confident financial decisions. He prioritizes building strong relationships and clear communication as the foundation of his client-first advisory approach. Kurt holds a Bachelor's degree from the University of Wisconsin System and the Personal Investment Advisor (PIA) designation. He is involved in the Milwaukee community and serves on the board of the Walkers Point Association. In his personal time, Kurt enjoys baseball, basketball, chess, cooking, fishing, football, hiking, music, spending time with his family, and traveling.

Jaime Corcoran is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at UBS since 2007, with a two-year period at Morgan Stanley from 2017 to 2019. Outside of his advisory role, he is a proprietor involved in real estate through ownership and maintenance of residential properties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, incorporating proprietary research and model-based asset allocations. The firm combines wealth management with institutional trading capabilities and provides diversified financial services including custody, underwriting, and securities-backed lending.

Samuel Giordano III is a financial advisor with OSAIC in Pewaukee, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc., and he has been associated with Financial Decisions Group since 2002. Giordano is also a commissioned Notary Public in Wisconsin. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Craig Fuhrmann is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and joined Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including personalized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in assets and offers services through both direct client engagements and employer-sponsored financial planning agreements.

Jason Willms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has been with Thrivent and its related entities since 2020, including roles at Carr Services and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across various financial topics without discretionary portfolio management, combining goal-based analysis with an option to integrate managed accounts under a consolidated billing program called WealthPlan.

Daniel Geigler is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and currently serves in the Morgan Stanley Private Bank, National Association. Outside of his advisory role, Geigler is an adjunct instructor teaching risk management at Marquette University and the Milwaukee School of Engineering, and he serves on the Finance Committee of the Ronald McDonald House Charities of Eastern Wisconsin. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and sophisticated investment strategies.

Nicholas Wilsens is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Stephen Mitchell is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 credential with one year of industry experience. Prior to joining Baird in 2025, he worked at Marquette University and held positions in both Wilson High School and Wilson West Middle School. Outside of his advisory role, Mitchell is a player in the Rio Grande Valley Vipers basketball league. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management strategies, supported by internal research and technology tools.

Hersh Kumbhani is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert W. Baird since 2021. Prior to that, he was employed at Sonder Holdings Inc. and Paunch Brothers Hospitality LLP. He serves as a board member and on the investment and finance committee for Lake Park Friends in Milwaukee. He 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and complex investment strategies.

Michael Hiller is a ChFC® with 41 years of industry experience, currently serving as a financial professional at Cetera since 2013. He is based in West Allis, WI, and has a background that includes financial and insurance sales through his role at Central Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services.

Jeffrey Johnson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 23 years of industry experience, all with Baird since 2003. He serves as a board member for the Illinois College of Optometry, his alma mater, where he participates in overseeing the school’s finances and endowment. Baird’s DDK Group, where Johnson works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management through separately managed accounts, and municipal advisory services, supported by ongoing manager selection and internal research tools.

Elizabeth Baird is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding a Series 66 designation and six years of industry experience. She joined Baird in 2020 after working at Marquette University and the YMCA of Greater Waukesha County. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, 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, separately managed account programs, and brokerage services, utilizing a combination of manager-traded and model-traded strategies as well as internal research tools in client advisory.

Paul Christian is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1994. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Andrew Mueller is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC and Lad Lake Inc. He volunteers with Secure Futures and periodically teaches teenagers basic financial concepts. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Jonathan Komp is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of services including financial planning, portfolio management, and customized investment strategies using both in-house and third-party managers.

Edwin Wincek is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Wincek is involved in non-variable insurance activities related to fixed life insurance through Prudential Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Jared Callies is a financial advisor at Thrivent Investment Management in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. His prior work experience includes roles at Thrivent Financial, Trane Technologies, Toppers Pizza, Costco Wholesale, and Target. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning across a broad range of topics, delivered either as a one-time or ongoing engagement, without providing portfolio management or institutional advisory services.

David Miller is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He has worked at Cetera Wealth Services, LLC since 2013 and has longstanding experience with Aviva Life and Annuity Co dating back to 1989. Outside of advising, he is involved in tax preparation and offers fixed insurance products, including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing assets exceeding $256 billion.

Kathryn Braun is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 planning through a centralized consulting team.

Ted Stuckslager is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Mequon, WI, where he has worked since 1999, accumulating 25 years of industry experience. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice. The DDK Group advises individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The firm offers a range of investment strategies, including discretionary and non-discretionary management, using both in-house and third-party managers, and provides additional services such as municipal advisory and public finance.