Alina Andrecan is a Branch Leader at Fidelity Investments, a role she has held since 2024. She started her career in the financial services industry in 2013, focusing on supporting individuals in pursuing their financial goals. Prior to her current position, Alina served as an Investment Solutions Team Leader at Fidelity Investments from 2021 to 2024 and as a Market Leader at Merrill Edge from 2019 to 2021. Throughout her career, Alina has worked with teams dedicated to supporting financial well-being, utilizing Fidelity's comprehensive resources to serve client needs effectively. Her experience spans leadership roles and client-focused financial services. Outside of her professional responsibilities, Alina enjoys hiking, spending time with her pets, reading, running, and traveling.

Michael Anderson is a financial advisor at Edward Jones in Mount Horeb, WI, holding the Series 63 designation with 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jared Kleinbrook is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its related entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning focused on dependable income sources.

Jack Kraay is a financial advisor at UBS Financial Services in Madison, WI, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles at the University of Wisconsin–Madison and positions at Park Bank and Minnesota Lakes Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances.

William D. Mills is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Mills serves on the board of directors for the Bradley-Sigma Phi Preservation Fund, a foundation focused on preserving a fraternity house in Madison, WI. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and capital market insights to tailor investment strategies.

David Launder is a CFP® professional with 34 years of industry experience. He is currently with OSAIC and previously held roles at Woodbury Financial Services, Baker & Launder Financial Services, and Baker & Launder S.C. He also owns DL Financial Services, LLC, which provides tax preparation and accounting services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment process with multi-advisor platforms offering comprehensive financial planning, managed portfolios, and alternative investments through affiliated broker-dealer and RIA relationships.

Brian Vetrovec is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with high net worth clients to develop comprehensive financial planning strategies that align with their lifestyle and legacy goals. His approach emphasizes integrity, passion, and trust to address the priorities and unique needs of his clients. Brian has extensive experience at Fidelity Investments, with roles including Regional Planning Consultant (2019-2020), Financial Consultant (2013-2019), and several positions dating back to 2007. He holds an AR Insurance License. Outside of his professional work, Brian enjoys comedy, fishing, music, and traveling.

Brett Bauch is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding a Series 66 designation and 25 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2012. Outside of his advisory role, Bauch serves as treasurer and board member of Gigi's Playhouse Madison, a nonprofit Down syndrome achievement center. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Donovan Pfaff is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 1998. Outside of his advisory work, he is a sales agent for individual and group life and health insurance and holds silent ownership in an online membership company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative, goal-based planning using firm-approved analytical tools and offers specialized planning services including divorce and estate-settlement planning.

Mark Hammes is a financial advisor at Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across various planning areas. The firm combines planning and managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between these services.

Anthony Bridgeman is a financial advisor at Edward Jones in Belleville, WI, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Shopko for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Susan Lubar is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Her career includes nearly two decades at Citigroup Global Markets and extensive tenure at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Justin Mann is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual and Bank of America Merrill Lynch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm also serves several registered investment companies and constructs model portfolios for intermediary platforms.

Timothy Pederson is a Series 63 and Series 66 credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has been with Thrivent since 2007 and has served as a board member for the Hope for Gus Foundation since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning that can be delivered as a one-time or ongoing engagement without discretionary trading authority.

Douglas Bray is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and over 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, NA since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework. The firm’s approach combines quantitative and qualitative due diligence with forward-looking market assumptions and incorporates ESG criteria in its recommendations.

Suzanne Tonelli is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. Her prior roles include positions at CUNA Brokerage Services and CUNA Mutual Group, as well as an earlier tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various investment models and technologies to support account management across a broad client base.

Jon Bloomer is a financial advisor with Ameriprise in Verona, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Ameriprise in 2020. Bloomer is also a co-owner of Arena Capital Management, an investment-related business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers these services through a centralized consulting team and integrates algorithmic automation with oversight to tailor client recommendations.

Raymond Cisneros is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has four years of industry experience, including roles at BMO Harris Bank, Northwestern Mutual, and Associated Bank. His background also includes work with the Space Science and Engineering Center and Nike. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a combination of manager- and model-traded strategies, tax management, and internal research tools.

Sean Mahlik is a financial advisor with Robert Baird & Co. in Madison West, WI, holding Series 63 and Series 66 licenses and has eight years of industry experience. He has worked at Robert Baird & Co. since 2019, with prior experience at U.S. Bancorp Investments and U.S. Bank from 2016 to 2019. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

Joseph Hammer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Ian's Pizza and involvement with the Mauston School District. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight through affiliated or unaffiliated sub-advisers.