Karl Dettmann is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, including 12 years at Northwestern Mutual Wealth Management Company. Outside of his advisory work, he owns Dettmann Vineyards, a hobby vineyard in Wisconsin. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements and offers specialized services such as divorce planning and estate-settlement programs.

Justin Kelly is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Madison, WI. He has recent experience with Thrivent Financial and its investment management division, and previously worked at Princeton Club West and Kelly Home Improvement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses and planning without discretionary trading authority. Their approach includes a consolidated billing option combining planning and managed-account services, with ongoing reviews typically conducted annually.

Olusegun Osayemi is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. His background also includes roles outside finance, such as involvement with Brew Fitness and several community organizations in Milwaukee. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Paul Blaney is a financial advisor with Charles Schwab in Middleton, WI. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at Scottrade Securities and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Patrick Maguire is a financial advisor with Edward Jones in Mt Horeb, WI. He holds a Series 66 designation and has 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bryan Althouse is a Series 66-licensed financial advisor with Ameriprise in Madison, WI, and has nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he serves on the Board of Directors for the Dane County Humane Society. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Michelle Zebrowski is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Morgan Stanley, Target, Northwestern Mutual, the University of Wisconsin - Madison, O'Connell Pharmacy, and UW Credit Union. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Joseph Goldfine is a financial advisor with Robert W. Baird & Co. in Janesville, WI. He holds a Series 66 designation and has three years of industry experience. Prior to joining Baird in 2023, he was involved with SP3 LLC dba Peqoud Distribution and Octopi Brewing Company. 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. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Ryan Rosenow is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with LPL Financial and has prior experience at CUNA Brokerage Services, CUNA Mutual Group, and Ameriprise Financial Services. Additionally, Rosenow is involved with CUNA Mutual Executive Benefits, dedicating part of his time to this activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

Joseph Weiss is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley since 2010, including his current role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Ryan Tessmer is a financial advisor with UBS Financial Services in Madison, WI. He holds a Series 66 designation and has 16 years of industry experience, all with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Thomas Carroll is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co., Inc. since 2008. He works within The DDK Group, a team in Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of traditional and non-traditional investment strategies along with discretionary and non-discretionary management options.

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 with 19 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Jared Kleinbrook is a financial advisor with Ameriprise in Oregon, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with advisors like Kleinbrook.

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.

Andrew Seaborg is a financial advisor with OSAIC in Madison, WI, holding a Series 63 designation and 28 years of industry experience. He worked at Lincoln Financial Advisors for 27 years before joining OSAIC in 2025. Outside of advising, he serves as an adjunct professor at the University of Wisconsin Law School and as the Honorary Consul of Japan in Madison, Wisconsin. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Jacqueline Keith is a financial advisor at LPL Financial with 26 years of industry experience. She has held positions at LPL Financial since 1997 and worked at Bankers' Bank from 1997 to 2024. She holds a Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various investment strategies.

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® with 34 years of industry experience currently affiliated with Osaic Wealth, Inc. He has held positions at multiple firms including Woodbury Financial Services, Inc., Baker & Launder Financial Services LLC, and Baker & Launder S.C. Since 2020, he has also owned DL Financial Services, LLC, which provides tax preparation and accounting services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes asset-allocation tools and automated rebalancing to construct client portfolios.