James Johnson is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2011. Outside of his advisory role, Johnson owns Port Retro, a toy, hobby, and game business, and serves as treasurer for the Misty Ridge Community Association in Grafton, WI. Johnson is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet diverse client goals.

Dawn Okon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has a tenure at JPMorgan Chase Bank, N.A. dating back to 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers its services through a select group of Wealth Advisors on a non-discretionary basis, emphasizing customized investment solutions and performance reporting.

Emmanuel Sona is a financial advisor with Edward Jones in Brookfield, WI, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2025, he worked at JPMorgan Securities LLC for six years and held roles at Massmutual Life Insurance Co and WFG. Outside of his advisory work, he owns and operates an investment club called NOWIJE GROUP focused on real estate investment, and he manages a property maintenance business, Four Sons Realty Group LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its additional services such as trust and securities-based lending options.

Conner Beres is a financial advisor with Raymond James Financial in Waukesha, WI. He holds Series 63 and Series 65 licenses and has been active in the industry since 2023. His prior experience includes roles at The Legend at Brandybrook and Equitable Advisors LLC, as well as employment outside the financial sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Patrick Gaitens is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Sara Cliff is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked with various firms within the Cetera network and has maintained a longstanding association with John Coloso Investments. Outside of advisory roles, she is active as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified investment strategies through a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Benjamin Eggert is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. He has been with Robert W. Baird & Co. since 2016. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and manager monitoring.

Gregory Pfaff is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 63 designation and 35 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Brett Selke is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds the Series 66 designation and has been with Baird since 2020. Outside of his advisory role, he serves as an adjunct professor at Carroll University. Baird's DDK Group, where Selke is based, advises a broad range of clients including individuals, families, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and alternative investment strategies.

Mark Sexton is a financial advisor with Ameriprise in Hartland, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations, supported by algorithmic tools and oversight committees.

Matthew Krueger is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2014. He is based in Milwaukee, WI, and holds a Series 63 license. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment strategies and a combination of consulting, portfolio management, and brokerage services, including access to both traditional and non-traditional asset classes.

Ronald Salmon is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential and three years of industry experience. Prior to joining Baird, he worked at Uncle Bucks on 3rd Street and Brennan Law Office LLC. He 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 through separately managed accounts, and municipal advisory services.

William Fieber is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities at Fidelity Investments including Investment Consultant (2023-2024), Fixed Income Specialist (2022-2023), and Investment Solutions Representative (2021-2022). He began his financial services career as a Client Service Associate at J.P. Morgan Securities from 2020 to 2021. In his current position, William focuses on developing comprehensive financial plans tailored to individual client needs. His approach encompasses risk management, tax-efficient investing, retirement income, and long-term financial goals, emphasizing ongoing collaboration and plan updates as clients progress through different life stages. Outside of his professional responsibilities, William has interests in cars, cooking and baking, gardening, hiking, music, and reading.

Lauren Crawford is a Series 66-credentialed financial advisor with four years of industry experience. She has worked at OSAIC since 2024 and previously held roles at Woodbury Financial Services and MPC Advisers. Outside of advising, she has experience in the retail and service sectors, including positions at Truck Toyz and 1-800 Got Junk?. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of financial advisers, employing asset-allocation tools, risk-tolerance questionnaires, and diversified portfolio management strategies that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ryan Melby is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving senior executives, successful business owners, and wealthy families. He leads The Melby Group, a wealth advisory team that provides strategic and tactical advice across various aspects of wealth management, including transition and exit planning, retirement lifestyle continuation, legacy implementation, estate coordination, risk and debt management, tax minimization, and financial guidance. Mr. Melby graduated from the University of Wisconsin-Madison in 2003 with a Bachelor of Arts degree in political science. He started his financial advisory career at UBS before joining Merrill Lynch Wealth Management in 2009. Ryan holds the Certified Private Wealth Advisor (CPWA) designation obtained in 2012 and the Certified Exit Planning Advisor (CEPA) designation earned in 2021, along with the Personal Investment Advisor (PIA) designation. Outside of his professional work, Ryan is involved with several community organizations, including the Boys & Girls Clubs of Greater Milwaukee, Brookfield Bulldogs Youth Baseball Club, Brookfield East Jr. Spartans Youth Baseball Club, Elmbrook Little League Baseball, YMCA Sponsor-A-Scholar, and St. John Vianney Parish & Catholic School. His personal interests include baseball, basketball, bowling, football, golfing, music, soccer, spending time with family, traveling, and watching movies.

Michelle Casper is a financial advisor with Equitable Advisors in West Allis, WI, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked at Equitable and its predecessor firms since 2017 and previously spent 14 years with Northwestern Mutual Investment Management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Hailey Eller is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has previously worked at Charles Schwab & Co., Inc. and held multiple roles at AT&T Corporate. Outside of her advisory work, she is employed with Two Birds Event Group in Milwaukee, where she bartends part-time. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Tracy Bieck is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Robert W. Baird since 2011. Outside of her advisory role, she co-owns rental properties with her husband, though she does not have active management responsibilities. Tracy is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with options ranging from traditional asset allocations to more complex strategies.

Bradley Baldridge is a CFP® professional with 32 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2011. He has conducted college funding counseling and planning through several ventures, including ownership of Greater Milwaukee College Workshop and Baldridge College Solutions. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers tailored investment strategies via multiple platform arrangements, combining proprietary models and access to unaffiliated strategists.

Samuel Zabkowicz is a financial advisor with LPL Enterprise, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Drake & Associates, and U.S. Bancorp Investments. He is also involved in servicing and selling individual health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to Model Wealth Portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.