Quinn O'Connor is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience in clinical research and health technologies. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a range of traditional and alternative investment strategies.

Pauline Kageni is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at LPL Financial since 2019, alongside concurrent experience at BMO Bank NA since 2015. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Carlton Holland is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Baird since 2014. Outside of his advisory role, he owns and operates several rental real estate businesses. The DDK Group, where Holland works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment and consulting services, including portfolio management and financial planning, utilizing a range of traditional and alternative strategies.

Patrick Brown is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He has been with Robert W. Baird & Co. since 2014. He holds the Series 63 designation. Robert W. Baird & Co.’s DDK Group provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a variety of investment strategies, including separately managed accounts, overlay management, and tax-managed approaches, supported by internal research and ongoing manager monitoring.

Stephen Hayes is a financial advisor with OSAIC based in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at SagePoint Financial, MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Hayes is also involved in independent financial advisory activities through entities such as High Point Capital Group and TVG Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a broad range of integrated brokerage and advisory services, leveraging asset-allocation tools, risk-tolerance assessments, and third-party platforms to tailor portfolio management across various asset classes.

John Pelletier is a CFP® with 23 years of industry experience. He is currently with LPL Financial and has also worked at BMO Harris Financial Advisors and M&I Investment Management throughout his career. Pelletier maintains a DBA for LPL Business under the name BMO Investment Services. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Dailey is a financial advisor with Wells Fargo Clearing in Mequon, WI, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Thomas Wagner is a financial advisor with Ameriprise in Elkhorn, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver customized, non-discretionary retirement income advice.

Pamela Cain Henry is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Robert Baird & Co. since 1998. Outside of her advisory role, she manages a rental property in Milwaukee. 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, and institutional clients. The group provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and access to a range of traditional and alternative investment strategies.

Patrick Mc Graw is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC in 2022, he worked at Ascension Wisconsin - Columbia St. Mary's from 2018 to 2022 and was involved with Badger Bath & Kitchens, LLC from 2015 to 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Thomas Naleid is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird since 2016. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by ongoing manager selection, internal research, and advanced tools such as artificial intelligence.

Allen Dearing is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Grove Point Investments, Elmbrook Associates, Annex Wealth Management, H. Beck, and Waterstone Financial Group. Dearing is also affiliated with Elmbrook Associates, which operates as a DBA for his LPL business. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non‑advisory financial product offering.

Alejandro Sanchez is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill Lynch Private Wealth and Extreme Reach, and his background includes roles outside finance such as involvement with a soccer club and a health and fitness startup. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Timothy Ferguson is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. His prior roles include positions at Royal Alliance, MAP Retirement, and GWFS Equities. He holds Series 63 and Series 65 designations. In addition to his advisory work, he is involved with MK Financial Group, Inc., where he markets fixed annuities, insurance products, and securities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to offer customized portfolio management and financial planning solutions.

Brian Roell is a financial advisor with Mass Mutual Investors Services in Milwaukee, WI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. Outside of his advisory role, Roell serves as a trustee for two family trusts and is involved with Roell Capital Management LLC in the sale of individual life and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring financial planning as annual, collaborative engagements that emphasize written recommendations and goal-based analysis.

Andrew Due is a financial advisor with LPL Financial in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Educators Credit Union for six years, The Walt Disney Company for one year, and the University of Wisconsin - Parkside for three years. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

John O'Neil is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and CIBC Bank USA. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of advisers.

Zachary Hietpas is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding a Series 66 credential and with two years of industry experience. Prior to his current role, he has been involved with various local organizations, including coaching basketball for the New Berlin Eisenhower Boys Basketball Booster Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Corbin Weyer is a CFA® charterholder with 16 years of industry experience, all spent at Robert W. Baird & Co. He is based in Milwaukee, WI, and holds a Series 63 license. The DDK Group, a team within 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 financial planning, portfolio management, and custody services, utilizing a range of SMA strategies, tax-management tools, and proprietary research including artificial intelligence in client advice.

Patrick Modjeski is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, Sii, MSI Financial Services, Guardian Life, and Equitable Advisors. Modjeski also serves as an independent contractor and agent involved in insurance services through VANTAGEPOINTE FINANCIAL GROUP. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party solutions to construct portfolios and manages accounts on both discretionary and non-discretionary bases.