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 Series 66-registered financial advisor with Fidelity, bringing 20 years of industry experience. Her prior roles include positions at Allspring Funds Management and Ameriprise. She has worked with various Fidelity entities since 2012. Cori is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients.

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 and bringing 26 years of industry experience. Prior to joining Raymond James in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2022. He also serves as a trustee for a family irrevocable trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and firm research.

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.

Gage Davidson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, focusing on areas such as college education planning, family wealth management, liquidity management, retirement planning, portfolio management, and tax minimization. Gage works closely with clients to develop financial strategies tailored to their individual goals and circumstances. He holds a Bachelor's Degree from Winona State University and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA). Gage is fluent in English and Spanish, which supports his ability to serve a diverse client base. Beyond his professional work, Gage has been involved in community service as a former Board Director of Aloha Communities, an organization providing living and vocational opportunities to young adults with Fetal Alcohol Spectrum Disorder. His personal interests include cooking, interior decorating, racquetball, reading, running, soccer, tennis, and spending time with his family.

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 seven years of industry experience, currently serving as a financial advisor at Charles Schwab. He has worked at Charles Schwab since 2017, with a brief tenure at Fidelity Brokerage Services LLC in 2019. His background also includes roles outside the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage and custody services within an integrated structure.

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 with LPL Financial based in Brookfield, WI. She holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at Johnson Financial Group and has also served as a notary for the State of Wisconsin since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.