Jean Modos is a financial advisor with Ameriprise in Middleton, WI, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has previously worked at Wells Fargo Clearing Services and Robert Baird & Co. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Amruta Gupte is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2024, she worked at UW Credit Union from 2022 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jennifer White is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Jay Haselwander is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and 14 years of industry experience. His prior firms include CUNA Brokerage Services, Inc. and Cuna Mutual Group, where he has worked since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Viktoria Nielsen is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2019. Outside of her financial advisory role, she is also a fitness instructor at Princeton Club East in Madison, Wisconsin. Robert W. Baird & Co.'s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jim Solberg is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant and Financial Representative at Fidelity Investments, accumulating experience from 2021 to 2025. He began his career at Northwestern Mutual Insurance, where he was a Financial Advisor from 2019 to 2020 and a Financial Representative from 2018 to 2019. Throughout his career, Jim has focused on building lasting relationships with clients by understanding their individual goals, values, and concerns. He engages in a thoughtful discovery process to develop personalized financial plans tailored to each client's unique story and aspirations. Jim lives in Wisconsin with his wife and three sons, including twins. Outside of his professional life, he enjoys baseball, comedy, fitness, football, golf, and attending social events with friends.

Christopher Mc Cullick is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at BDU USA LLP and Smith & Gesteland LLP. He is based in Mount Horeb, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Patrick Rohde is a financial advisor with Morgan Stanley in Middleton, WI, holding the Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and participates as an unpaid volunteer coach for Madison Youth Football. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Kirk Hager is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2024. He previously worked at UBS Financial Services Inc. for 11 years. Outside of his advisory role, Hager serves as Treasurer for West Athletic Boosters, Inc. in Madison, WI. He is part of the DDK Group within Baird’s Private Wealth Management department, which offers a range of financial planning and portfolio management services to individual, corporate, pension, and charitable clients. The firm employs manager-traded and model-traded SMA strategies, tax-management, direct indexing, and ongoing manager monitoring supported by internal research and AI tools.

Laurel Rice is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses and with 40 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and serves a diverse client base with broad retail and institutional offerings.

Charles Jaskowiak is a financial advisor with Ameriprise in Madison, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. He serves as president on the board of the Mount Olive Lutheran Church Foundation, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Bill Tearse is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2018, initially joining as a Financial Consultant. Prior to his tenure at Fidelity, Bill held various roles at Ameriprise Financial from 2013 to 2017, including Retirement Income Specialist, Client Relationship Manager, and Client Service Coordinator. Bill's approach to wealth planning emphasizes understanding each client's unique financial goals and circumstances. He prioritizes honesty, authenticity, hard work, and personal dedication in his commitment to clients. His method involves listening carefully and collaborating closely with clients to develop tailored financial plans that align with their objectives and preferences. He holds a California Insurance License. Outside of his professional responsibilities, Bill enjoys boating, fitness, golf, hiking, spending time with pets, and traveling.

Brook Brindley is a financial advisor with Robert W. Baird & Co. in Waunakee, Wisconsin, holding a Series 63 designation and 24 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals, employing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Mac Kenzie Wessell is a financial advisor at Robert Baird & Co. with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Baird in 2024, Wessell worked at Johnson Bank from 2015 to 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, supported by ongoing manager selection, internal research, and a mix of SMA strategies.

Mark Rufenacht is a financial advisor with Ameriprise in Verona, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kelley Kochendorfer is a financial advisor with Robert W. Baird & Co. in Wisconsin Dells, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, Kelley worked at TeachTown and Knewton, and also spent four years at Blueprint Health Studios 30A. Kelley 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 customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Alesa Gause is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Ameriprise, she worked at Smith Leonard PLLC and Holthouse Carlin & Van Trigt LLP, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Scott Barth is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Barth serves on the Board of Trustees at Augustana University, is a board member at Edgewood High School, and works as a consultant focused on leadership development and team building. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various financial topics without discretionary trading authority and integrates planning with managed accounts through its consolidated WealthPlan service.

Carlyn Hensen is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010, with prior experience at UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

June Brown is a financial advisor with Robert W. Baird & Co. in Middleton, WI, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with Robert W. Baird since 2007. Brown serves as an active board member of Gilda's Club Madison, participating in decisions related to fundraising, capital spending, programming, and community marketing. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.