Benjamin Kallo is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Benjamin 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. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

David Karlson is a financial advisor with Cetera in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has managed Karlson Wealth Management since 2001 and owns David J. Karlson, LLC, an accounting and income tax service firm established in 1988. Karlson also serves as treasurer for the nonprofit USO of Wisconsin, a role he has held since 2009. Cetera Investment Advisers LLC is an SEC-registered firm providing investment advisory services through a large network of independent advisors. The firm serves a diverse clientele that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and consulting solutions across multiple program structures.

Andrew Whaley is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. He has been with Robert W. Baird & Co. since 2012. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, utilizing both traditional and non-traditional investment strategies.

Brian Magennis is a financial advisor at Cetera with 31 years of industry experience and holds the Series 66 designation. He has worked at several firms including Voya Financial Advisors and Lewis Financial Group, where he also serves as an Investment Service Manager. Outside of his advisory role, he works as a driver for DoorDash. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and investment strategies.

Jordan Bathey is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and previously worked at Ernst & Young for two years before joining Baird in 2017. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence, to support client advice.

Joel Guinane is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 17 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2015. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Nicholas Webster is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of his advisory role, he is a hands-off owner of a residential property managed by a family member. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a variety of in-house and third-party investment resources.

Cassandra Pasbrig is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at various firms including Avantax and currently serves as Operations Manager at Acc-u-rite Tax Service, INC., which provides tax preparation, payroll, and consulting services. She also holds board positions as Vice President of Acc-u-rite Tax & Financial Services and as a member of the Paradise Hills Homeowner's Association Architectural Control Committee. Cetera Investment Advisers LLC is an SEC-registered advisor 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 planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies across various program structures.

Jason Rose is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency for over a decade. In addition to his advisory role, he operates Acc-U-Rite Tax Service, providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Alexander Smith is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird & Co. and R.W. Baird since 1995. Outside of his advisory role, he is a member of SCHO Investments LLC, a passive investment entity. 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 financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a variety of investment strategies.

Kirk Thode is a financial advisor with LPL Financial in Milwaukee, WI, holding a Series 66 credential and 20 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2006 to 2026. Outside of his advisory role, he is a sole proprietor involved in property management related to personal property rental. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, with advisors utilizing both proprietary and third-party strategies supported by advanced operational and research tools.

Deborah Cecsarini is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Mequon, WI, where she has worked for seven years. Prior to joining Baird, she held various roles in theatre and audio production and has maintained a freelance voice-over and acting business since 2003. She also serves as an investment committee member for the Milwaukee Repertory Theatre. The DDK Group at Robert W. Baird & Co. serves individuals, businesses, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines internal research, manager-traded strategies, and tax-management tools to deliver tailored wealth management solutions.

Brian Stray is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds a Series 66 designation and has 19 years of industry experience, all with Thrivent Financial for Lutherans and its investment management division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on a broad range of topics, delivering these services separately from managed-account programs.

Martin Fahler is a financial advisor with LPL Financial in Germantown, Wisconsin, holding a Series 63 designation and 26 years of industry experience. His work history includes roles at LPL Financial since 2015, Sii Investments, and Packerland Brokerage Services. Outside of his advisory work, he is a partner in Windy Hill Timber, LLC, a real estate rental venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Jerry Huggett is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. In addition to his advisory role, he also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Roy Carrera is a financial advisor with LPL Enterprise holding Series 63 and 65 licenses and 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and several other firms dating back to 2007. He is a member of the board of directors for the Sports Car Club of America’s Milwaukee Region. LPL Enterprise 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 using portfolios developed by in-house and third-party strategists and offers financial planning, access to asset managers, and brokerage services.

Lloyd Frick Jr. is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2019, he worked for Kevin Bay Investments, LLC for 10 years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

William Baldwin Jr. is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial, he was with BMO for eleven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing both proprietary and third-party strategies, supported by operational and research tools.

Raquel Zehr is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and previously worked in education and retail before joining Ameriprise. Zehr is also employed at K&S Operations, LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Lori Baneck is a financial advisor with Osaic Wealth, Inc. in Brookfield, Wisconsin, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Woodbury Financial Services Inc and Girard Securities, Inc., among other firms. In addition to her advisory role, she is a notary and holds a position as an insurance advisor specializing in fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a variety of investment tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.