Michael Saunders is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations in client advisory.

Monnica Brunker is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Terso Solutions and ABB - Thomas & Betts Power Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Samuel Hinson is a financial advisor with Fidelity Investments in Middleton, WI, holding Series 63 and Series 65 credentials and one year of industry experience. He has worked previously at Keenan Financial and Trustage, and completed his education at the University of Wisconsin - Madison. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages both discretionary and non-discretionary advisory services.

Michael Rendler is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and five years of industry experience. His career includes roles at Commonwealth Financial Network, Silver Leaf Investment Advisors, Global Atlantic Financial Company, and U.S. Bancorp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Schneider is a financial advisor at UBS Financial Services in Madison, Wisconsin, holding a Series 66 designation with 23 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, Schneider owns residential properties that generate rental income. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Maribeth Brown is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Her background includes roles at Old National Bank, Glacier Landscape Company, and Northwestern Mutual, among others. Outside of her advisory work, she is a part-time horseback riding instructor. 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 advisors and advanced research tools.

Mary Weideman is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments for 13 years before joining UBS in 2018. Outside of her advisory role, she is involved as an associate in nutritional and essential oil programs with Isagenix and Young Living. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Benjamin Majewski is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and with 25 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and multiple capital markets functions.

Jason Rasmussen is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Inc. and Transamerica Financial Advisors, Inc. Outside of his advisory role, he owns and operates Kiddie Korner Inflatables, a bounce house rental business, and co-owns Kiddie Korner of Lodi, a childcare center. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment process that includes portfolio optimization, third-party manager options, and multiple custodial arrangements.

Bryan Smith is a financial advisor at Ameriprise Financial Services LLC with 39 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2024, he spent 22 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Eric Riedesel is a financial advisor with LPL Financial in Lodi, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Silver Leaf Investment Advisors, Commonwealth Financial Network, Ameriprise Financial Services, and The Vanguard Group. Outside of his advisory work, he is a wedding officiant based in N Hugo, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives and supports diversified investment strategies with both proprietary and third-party resources.

Courtney Justmann is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc., Forward Management Inc., and JMPVA Virtual Services. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kevin Noskowiak is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at BDO USA LLP and Smith & Gesteland, LLP. 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 offers access to proprietary research and capital markets products.

Joseph La Cour is a financial advisor with Edward Jones in Prairie Du Sac, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Edward Jones since 1994. Outside his advisory role, he manages an LLC that owns an office property in Prairie Du Sac. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Renee Lucas is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 65 designation and has worked previously at First Weber, Inc, Summit Capital Solutions LLC, and Virtue Capital Management, LLC. Renee is based in Madison, WI. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations through a centralized consulting team.

Mark Deboer is a financial advisor with Ameriprise in Waunakee, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in business ownership related to office property management through Madison Advisors LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

David Knaack is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Mark Towne is a financial advisor with LPL Financial in Mount Horeb, WI, holding Series 63 and Series 65 licenses. He has 34 years of industry experience, including 15 years at Century Securities Associates and one year at Stifel prior to joining LPL Financial in 2022. 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, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Deanna Miller is a financial advisor at OSAIC with 10 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Simon Quick Advisors, Proquility Private Partners, Form Wealth Advisors, and Raymond James Financial Services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager selections.

William Steckelberg is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023, previously serving 14 years at SagePoint Financial and 18 years at OSAIC Services, Inc. Outside of his advisory role, Steckelberg is a partner at River Capital Management, where he oversees operations and recruitment, and serves on the board of directors for the nonprofit Glacier's Edge Council. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting various managed strategies and third-party manager programs.