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.

Jacob Pape is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at The Peoples Community Bank, Northwestern Mutual, and University of Wisconsin Milwaukee. Outside of advisory work, he has experience in the recreational and utility sectors, including a role at Noah's Ark Waterpark. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Mccloud is a financial advisor at LPL Financial with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at U.S. Bancorp Investments and U.S. Bank. Outside of advising, he serves as a notary for First Business Bank in Wisconsin. 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 management, supported by a large network of investment adviser representatives.

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.

Mariah Hanson is a financial advisor with LPL Financial who holds the Series 66 designation and has three years of industry experience. She previously worked at Commonwealth Financial Network and Park Avenue Investments before joining LPL Financial. Hanson also spends part of her time engaged in fixed insurance sales. 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 investment adviser representatives.

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 with Ameriprise in Middleton, WI, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors, Paramount Financial, and American Family Insurance. Outside of finance, he operated a lawn service business for ten years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies. The firm's approach integrates proprietary research and third-party data within a defined investment universe influenced by affiliated product relationships.

Andrew Thompson is a financial advisor at Osaic with 14 years of industry experience. He holds the Series 66 credential and previously worked at Lincoln Financial Advisors for 13 years. Outside of his advisory role, Thompson teaches estate planning as an adjunct instructor at the University of Wisconsin Law School, contributes op-ed articles reflecting on his military service, and operates a scuba instruction business. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm employs a model-based investment process featuring asset allocation and portfolio optimization, offering a range of advisory and brokerage services through its multi-advisor platform.

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 license and 20 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Gerald Tyson is a financial advisor with Equitable Advisors in Madison, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Tyson also operates under the DBA Cornerstone Wealth Management, LLC. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party managers, focusing on matching clients to appropriate programs based on personal and plan information and risk tolerance.

Paul Zander is a financial advisor with LPL Financial in Cross Plains, WI, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial and State Bank of Cross Plains since 2014. Outside of his advisory work, he plays drums in a band 1-2 times per month through his involvement with Sandman Music Agency. 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 portfolios, third-party asset management, and institutional platforms.

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.

Olga Efremova is a financial advisor with LPL Financial in Madison, WI, holding Series 65 and Series 63 licenses and six years of industry experience. Her background includes roles at BMO Bank NA and Associated Bank, NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and institutional platforms, supported by advanced operational and research tools.

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.”

Deborah West is a financial advisor with Robert W. Baird & Co. in De Forest, WI, holding a Series 63 designation and 22 years of industry experience. She has been with Robert W. Baird & Co. since 1984. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of strategies and manager options.

Timothy Mcilwain is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors for 24 years. In addition to his advisory role, Mcilwain owns Stickney-Mcilwain, LLC, which focuses on the sales and service of fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and the use of third-party managers and proprietary strategies.