Ryan Lundeen is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Robert W. Baird & Co. and has previously worked at Ellenbecker Investment Group, Annex Wealth Management, and JPMorgan Chase. 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, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research tools.

Eric Sobczak is a financial advisor with Robert W. Baird & Co. in Brookfield, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers financial planning, portfolio management, and consulting services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Donald Hayden is a financial advisor at LPL Financial with 44 years of industry experience. He holds a Series 63 designation and has worked with firms including Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and his own Hayden Financial. Hayden also maintains a non-variable insurance-related business activity at Hayden Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

David Demore is a CFP® with 21 years of experience in the financial services industry. He is currently with OSAIC, having joined the firm in 2024 after seven years at Woodbury Financial Services and four years at SII Investments. Outside of his advisory role, he owns an online guitar and music equipment sales business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a range of asset-allocation tools and multiple third-party platforms to construct and manage portfolios across various investment types.

Meghan Dean is a CFA® charterholder with 21 years of industry experience, currently serving at Robert W. Baird & Co. since 2007. She holds a Series 66 license and is based in Milwaukee, WI. Outside of her advisory role, she serves on the investment committee for Divine Savior Holy Angels High School and is director and treasurer of the Sarah M. Hegarty Foundation, a memorial fund. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a variety of managed account strategies and internal research tools to support its advisory services.

Madeline Falkenberg is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at UMB Fund Services and Xiogenix, as well as involvement with the University of Wisconsin - Milwaukee and several local organizations. Robert Baird & Co. is a large institutional firm serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm employs a range of investment strategies and combines manager-traded and model-traded SMA approaches, supported by internal research and technology, including artificial intelligence, to provide advisory services.

Spencer Von Rueden is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Trinity Financial Planning and Empowered Financial Management. Prior to his advisory career, he was involved in the hospitality industry at Crandall's Peruvian Bistro. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

Dustin Hutter is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Robert Baird & Co. since 1999. 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, and institutional clients with tailored consulting and portfolio management services.

Paul Lang is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012. In addition to his advisory role, he is a member of Rum Line, a blues/rock cover band. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

Graham Kent is a financial advisor at Osaic with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Great Point Capital, LLC and other organizations prior to joining Osaic. He has also been involved with the University of Wisconsin-Whitewater for several years. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisers and platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party services to manage portfolios that include various asset classes on both discretionary and non-discretionary bases.

Sarah Daniels is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following three years at WELLS FARGO Advisors, LLC. Daniels serves as a power of attorney and trustee for her mother’s trust. 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 financial products, such as insurance-related vehicles and bank deposit sweep options.

Andrew Schmitz is a financial advisor at Robert Baird & Co. with a Series 66 credential and three years of industry experience. His prior roles include positions at Miller & Gay Investment Management and work as a full-time student at Temple University. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement strategies tailored to client goals and risk tolerances.

Justin Heim is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he engages with clients through a collaborative planning process to provide guidance on financial decisions and help them gain clarity about their financial lives. Prior to joining Fidelity Investments, Justin worked as a Personal Banker at Wells Fargo from 2022 to 2023. His professional experience has centered around building client relationships and advising on financial matters.

Luis Heredia is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at the Rafa Nadal Academy and Marquette University. Outside of his advising duties, he serves as an assistant tennis coach at the Marquette Tennis facility. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations. The firm utilizes a network of investment adviser representatives and offers a range of third-party and proprietary advisory programs tailored to client risk tolerance and goals.

Brian Trexell is a financial advisor with Robert W. Baird & Co. in Muskego, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Robert W. Baird & Co. since 1999. 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 customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Nicholas Pruhs is a financial advisor with Robert W. Baird & Co. in Wauwatosa, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, advises 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 traditional and non-traditional strategies.

Ilija Potkonjak is a financial advisor at LPL Financial with 42 years of industry experience. He has held his current position at LPL Financial since 2009. Outside of his advisory work, he referees high school basketball games. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

David Bier is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1983, also working with Bank of America since 2011. He serves as a director of the Broom Tree Foundation, a charitable organization focused on acts of mercy, discipleship, and evangelism. Merrill, together 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Michaela Keefe is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has held roles at JPMorgan Chase Bank, Marquette University, and South Shore Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Nicholas Dreyer is a financial advisor with OSAIC based in Milwaukee, WI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and CC&N. He is also involved with Lakewood Wealth Management and LWM Insurance Advisors in advisory and insurance capacities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisors. The firm utilizes a range of advisory platforms and asset-allocation tools to offer integrated brokerage, financial planning, retirement consulting, and access to third-party money managers.