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 Series 66-credentialed financial advisor at OSAIC with 14 years of industry experience. She previously worked at Sagepoint Financial for 11 years and has operated a sole proprietorship soliciting life insurance and fixed annuity sales since 2010. She is also a commissioned Notary Public in Wisconsin. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided asset-allocation tools and third-party managed account solutions.

Tiffany Miller is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with three years of industry experience. She previously spent five years at Ruby Ribbon and seven years as a distributor for Young Living essential oils. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Megan Mitby is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2011. She is also associated with the Princeton Club. Megan 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. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Elizabeth Gawronski is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2020. Prior to joining Morgan Stanley, she was employed at Essence Global and Brand Networks. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with clients responsible for implementation and updates.

Michael Patterson is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 credentials and 51 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagement and corporate financial planning agreements.

Kevin Mccloud is a financial advisor with LPL Financial in Madison, WI, holding the ChFC® designation and Series 63 and 66 licenses. He has 13 years of industry experience, including prior roles at First Business Bank, U.S. Bancorp Investments, Inc., U.S. Bank, and BMO Harris Financial Advisors. Additionally, he serves as a notary in Brookfield, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combines discretionary and non-discretionary management, and provides access to proprietary and third-party research and model portfolios.

Darci Kruchten is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment products.

Scott James is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including 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.

Dane Zaher is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors, Axa Advisors, and Paramount Financial. Outside of finance, he operated a lawn service business for ten years. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Gant is a financial advisor with Ameriprise in Verona, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he is a member of SEW Operations LLC, a pass-through business entity unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Adam Schaller is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Schaller has served on the Board of Directors for the Rotary Club of Madison West Towne-Middleton, an organization focused on advancing international goodwill and vocational service activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management services.

Nathan Komoroske is a financial advisor at Ameriprise in Verona, WI, holding a Series 66 designation with 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Justin Tyson is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Gerald Tyson is a financial advisor at Equitable Advisors in Madison, WI, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with AXA Advisors, LLC. Tyson is also involved with Cornerstone Wealth Management, LLC as a DBA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model tailored to client goals, risk tolerance, and time horizon.

Paul Zander is a Series 66-licensed financial advisor with LPL Financial in Cross Plains, WI, where he has worked since 2014. He also holds a role at State Bank of Cross Plains and is involved with Sandman Music Agency, where he plays drums in a band monthly. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Charles Nemeckay is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2005 to 2017 before joining Baird in 2017. Outside of his advisory role, he serves as Treasurer at St Ann's School, an educational institution in Stoughton, WI. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services using a combination of in-house and third-party managers, covering a range of traditional and non-traditional investment strategies.

Bryan Davis is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and having seven years of industry experience. His prior roles include positions at Edward Jones and Cincinnati United Premier. Outside of his advisory work, Davis coaches youth soccer and operates a soccer camp focused on providing female college coaches opportunities to engage with female players. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans using proprietary research and model-based asset allocations.

Ryan Liermann is a financial advisor with Thrivent Investment Management based in Madison, WI. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked at Pfizer, LGC, Clario, and Astellas Pharma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial analyses and ongoing planning relationships without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”