Jay Weideman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 22 years of industry experience. He previously worked at Edward Jones from 2003 to 2022 before joining Raymond James in 2022. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as employer advisory programs.

James Sidders III is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Based in Waukesha, WI, he operates within one of the largest wealth management firms. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and committee-driven investment insights.

Lauren Vollrath is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Company since 2012. Outside of her advisory role, she serves on the boards of the Milwaukee Youth Symphony Orchestra and the Milwaukee Youth Arts Center Foundation, participating in their investment and finance committees. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing both in‑house and third‑party managers to implement a variety of traditional and non‑traditional investment strategies.

Aaron Cross is a financial advisor with LPL Financial in Milwaukee, WI, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at BMO Bank NA and M&I Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by various model portfolios and research.

Alexandria Simons is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird since 2011. Alexandria serves as a Finance Committee Member for Friends of Lakeshore State Park. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management and customized investment strategies.

Constance Carmony is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to develop financial plans.

Charles Hoover is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Citigroup for nine years before joining Baird in 2023. Outside of his advisory role, he owns a rental property investment. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies along with internal research and technology in its advisory process.

Matthew Hug is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as Vice President of the Waukesha West Athletic Booster Club, supporting fundraising efforts for local student athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning across a broad range of financial topics, delivered either as one-time or ongoing engagements, separate from portfolio management services.

Charles Hurtgen is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services Inc, Girard Securities, Inc., and MPC Advisers, LLC. He serves as a board member at Midwest Planning Company and works as a financial consultant specializing in fixed life and long-term care insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

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 with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials with 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also serves as a trustee for an irrevocable family trust. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a broad affiliate network.

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. with 17 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2009. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

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.