David Boyden is a financial advisor with LPL Financial in Verona, WI, holding a Series 63 designation and 43 years of industry experience. He previously worked at Commonwealth Equity Services, Inc. for 35 years. Outside of advising, he is president and owner of Boyden Financial, Inc., a private entity involved in securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset managers, supported by technology tools and a broad platform of financial products.

Eric Lanning is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Wells Fargo Clearing for 10 years and held roles at Morgan Stanley from 2007 to 2013. Lanning has ownership interests in Madison Wealth Management, LLC and The Lanning Group LLC, both investment-related businesses based in Madison, WI. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized business-owner transition planning. The firm combines advisory services with other financial products and referral channels, catering to clients who meet specific net-worth criteria.

Jay Haberkorn is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he co-owns a vacation property with his wife. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary advice through a centralized consulting team.

Christine Lade is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise since 2016, including her current role at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a centralized team to produce written recommendation reports and ongoing advice based on investment research, third-party data, and algorithmic tools.

Julie Baertschi is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and with 20 years of industry experience. Her prior roles include positions at LPL Financial, BMO Harris Financial Advisors, and M&I Investment Management Corp. She is also a signer on bank accounts for Mountain View Mobile Home Park, a real estate-related business. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Ryan Dunton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before joining Fidelity, Ryan was a Financial Advisor within Global Wealth & Investment Management at Merrill Lynch from 2018 to 2022, and he also completed an internship in the same division at Merrill Lynch in 2017. Ryan partners with clients to understand their unique goals, priorities, and needs, helping them create customized financial plans and strategies that align with their lifestyles and life events. He emphasizes education, guidance, honesty, and trust as foundational elements of his client relationships.

Sean Finley is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively, and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Vihan Patil is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Ingenero Inc., Wisconsin Union, and AERIE Preferred Financial Group, as well as academic positions at the University of Wisconsin-Madison and Vellore Institute of Technology. Equitable Advisors serves individuals across the wealth spectrum, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses a combination of firm-offered programs and third-party advisory models, focusing on personalized risk assessment and portfolio management without sponsoring its own wrap fee program.

Mathew Noel is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with affiliated Mass Mutual entities since 2016. Noel is also involved in servicing equity index annuities and acts as an agent for individual life insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management services using firm-approved analytical tools and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Andrew Lochner is a financial advisor at Ameriprise in Madison, WI, holding a Series 66 designation with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves as a trustee for Veterans of Foreign War Post 1318, where he attends monthly meetings and audits financial transactions. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, focusing on those with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients maintaining Ameriprise-managed accounts.

James Hodge is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has worked at Robert Baird & Co. since 1996 and has also been affiliated with Northwestern Mutual Investment Services, LLC since 2005. Outside of his advisory work, he serves as a board member for Cargill Methodist Church and Wellntel, Inc., and is a 50% owner of The Good Acres, LLC farmland. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by in-house research and a variety of manager-traded and model-traded strategies.

Kyle Kittel is a financial advisor with Thrivent Investment Management in Verona, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial, Instacart, and the University of Wisconsin–Madison. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based planning across various financial areas without discretionary trading authority.

Mark Murray is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Sean Wayne is a financial advisor with Ameriprise in Waunakee, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Wayne serves on the Board of Directors for the UW-Whitewater Foundation. Ameriprise provides retirement-income planning services tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Avery Romano is a Series 66-licensed financial advisor with Edward Jones in Middleton, WI, starting in 2024. Prior to joining Edward Jones, Avery worked at several firms including Milan Laser and Bank of Sun Prairie, with a background that includes roles in banking and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Thomas Fisher is a financial advisor with Merrill in Madison, WI, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and U.S. Bank. He served six years in the Army National Guard and worked in various capacities outside finance, including positions at Fahrner Asphalt Sealers LLC and Blue Sky Satellite Services Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Schinke is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based financial planning and offering a consolidated billing option called “WealthPlan” that separates planning from managed-account services.

Daniel Record is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in education at ConVal Regional High School and Hillsboro-Deering Elementary School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kylie Cagle is a financial advisor at Osaic Wealth with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Sagepoint Financial and Sam Greco and Associates Financial Resources. Outside of her advisory role, she conducts life insurance and fixed annuity sales through a sole proprietorship and serves as a notary public in Wisconsin. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple investment programs delivered through an extensive affiliate network.

Tiffany Miller is a Series 66-licensed financial advisor with Edward Jones in Madison, WI, with four years of industry experience. Prior to joining Edward Jones, she was associated with Ruby Ribbon and Young Living, where she acted as a distributor of essential oils. 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 solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.