Angela Sergent is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at LPL Financial and Old National Bank for over a decade, following a one-year tenure at CUNA Brokerage Services, Inc. Angela participates in a referral program for banking products at Old National Bank. 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 wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for research and operational support.

Ed Draney is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 20 years of experience in the financial services industry, having held roles such as Investment Consultant at Fidelity Investments and Senior Financial Consultant at TD Ameritrade-Schwab. His professional focus is on financial planning for individuals and families, emphasizing a goal-centric approach to help clients navigate life events that impact their financial well-being. Throughout his career, Ed has dedicated himself to understanding clients' goals and priorities to provide tailored financial planning and investment strategies. His experience spans various capacities within the financial sector, contributing to his comprehensive understanding of client needs and market dynamics. Outside of his professional work, Ed enjoys camping, gardening, kayaking, spending time with his pets, and practicing yoga.

Jared Mc Guire is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Stoughton Country Club and Papa Murphy's, and has academic ties with the University of Wisconsin-Madison and Stoughton High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management and offers various capital markets services, supported by proprietary research and model-based asset allocation.

Brittany Arabis is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and one year of industry experience. Her background includes roles at Edward Jones, Prairie Athletic Club, and the University of Wisconsin Department of Athletics, among others. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Anna Burish is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has worked at UBS Financial Services since 2013. Burish has served on multiple boards, including St. Mary’s Hospital, Overture Center Foundation, and Madison Community Foundation, where she also co-chairs the finance and investment committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers custodial, underwriting, and capital markets services.

Stacy Hagenston is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. She has worked at LPL Financial since 2017 and has been affiliated with Old National Bank since 1989. Outside of her advisory role, Stacy is involved in direct sales with Norwex. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory and brokerage services supported by both proprietary and third-party investment strategies.

Pamela Vander Sanden is a Series 66 licensed financial advisor with Edward Jones in Madison, WI, where she has worked since 2014, totaling 12 years of industry experience. Outside of her advisory role, she is involved in concession work at University of Wisconsin sporting events and also works as a sales consultant for Norwex. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a wide network of advisors and branch offices nationwide.

Katherine Baumann is a financial advisor at Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Oppenheimer & Co. Inc. and LPL Financial, as well as work outside finance at Alan Koa Salon & Spa and the Eau Claire Area School District. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

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.

Fiorella Falcon Franzer is a financial advisor at Merrill with nine years of industry experience and holds the Series 66 designation. She has been with Merrill and Bank of America, N.A. since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Kristi Berg is a financial advisor with Ameriprise in Deerfield, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Bank. Berg is also the owner of Kberg Operations LLC, which manages her Ameriprise business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized consulting team to support clients’ retirement planning needs.

Lauren O'Brien is a financial advisor at Edward Jones with 13 years of industry experience. She holds the CFP® designation and Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2018, she worked at Ameriprise Financial Services, Inc. from 2012 to 2018. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

David Ohlrogge is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He has held positions at Thrivent Financial since 2014 and at Thrivent Investment Management since 2013 and holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning relationships. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option while keeping the two services separate.

Justin Fletchall is a financial advisor with RBC Capital Markets based in Madison, WI. He holds a Series 66 designation and has 20 years of industry experience. His work history includes roles at City National Bank since 2019 and RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Todd Fortune is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Madison, Wisconsin. He holds the Chartered Retirement Planning Counselor™ (CRPC®) designation as well as the Certified Investment Management Analyst® (CIMA®) designation. In his role, Todd employs a planning-based approach to assist clients in developing retirement and transition strategies tailored to their risk tolerance, time horizon, liquidity needs, overall investment goals, and associated costs. With a career in financial services dating back to 1996 and tenure at Merrill since 1999, Todd brings extensive experience across various client focus areas, including corporate executive services, divorce transition planning, education and employee benefits planning, family wealth management, socially responsible investing, sports and entertainment, tax minimization, and retirement income strategies. He earned a Bachelor's Degree in Economics from Ripon College and a Master's Degree in Finance, Investment and Banking from the University of Wisconsin-Madison. Todd and his wife, Trish, reside in McFarland with their two adult daughters and a son. They are actively involved in the community, supporting organizations such as the YMCA of Dane County, 100 Men of Dane County, the Juvenile Diabetes Research Foundation – Western Wisconsin Chapter, Leadership Greater Madison, and McFarland High School Athletics.