Cori Raue is a financial advisor at Fidelity with 20 years of industry experience and holds the Series 66 designation. She has worked with various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Chad Giese is a financial advisor with Robert W. Baird & Co. in New Berlin, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Robert W. Baird & Co. since 2000. 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, utilizing a range of investment strategies and management approaches.

Ronald Leipzig is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a trustee for a family irrevocable trust. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both retail and institutional clients through various advisory programs.

Brennan Demark is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at Baird since 2020. Prior to joining Baird, he was employed at Lavelle Industries and Dyemark Contracting. Brennan is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Patrick Garrity is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. from 2020 to 2023. He also has experience in the hospitality industry, including employment at The Waterfront Restaurant and Tavern. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and model portfolios. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in its research.

Margaret Savage is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 16 years of industry experience. She has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Christine Spangenberger is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 66 licenses. She has 33 years of industry experience, including 18 years with RBC Capital Markets Corporation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base ranging from individual investors to institutions and charitable organizations. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Erin Gray is a financial advisor at Robert W. Baird & Co. with 22 years of experience at the firm. She holds the Series 66 designation and is based in Milwaukee, WI. She 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Jean Pratt is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Company Inc. since 1993. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides tailored consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs.

Nicholas De France is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and no prior industry experience. His work history includes roles at Grande Cheese Company and Weyco Group Inc. before joining Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients using a range of portfolio management and financial planning services. The firm employs multiple SMA strategies, tax management, and unified fee arrangements, supported by internal research and ongoing manager monitoring.

Joseph Hughes is a Series 66-licensed advisor with J.P. Morgan Securities in Milwaukee, WI. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and twelve years at Associated Bank N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Patrick Mutsune is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he is a rental property owner. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Samuel Kirk is a CFP® professional with six years of experience in the financial services industry. He is currently with Charles Schwab & Co., where he has worked since 2017, with a brief period at Fidelity Brokerage Services LLC. His prior work experience includes roles outside the financial sector at Kroger and SUBWAY. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering comprehensive investment guidance supported by centralized operational and supervisory systems.

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 at LPL Financial in Brookfield, WI, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, she worked at Johnson Financial Group and has a background that includes roles at UW-Whitewater and Hamilton High School. She is also a commissioned notary in the state of Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations through a nationwide network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

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® professional with 14 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2011. She holds a Series 66 designation and is based in Whitefish Bay, WI. She 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 other institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

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, Fahler worked at Target Corporation and Panera Bread Co. from 2017 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management with access to model portfolios, research, and technological tools.