Brendon Diers is a financial advisor with Edward Jones in Verona, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Patrick Rindfleisch is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and planning tools to develop financial plans.

Michael Amers is a financial advisor at LPL Financial in Madison, WI, with 11 years of industry experience. He holds the Series 66 designation and has previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

David Sigler is a financial advisor with LPL Financial in Verona, WI, holding a Series 63 designation and 38 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Inc., and Harbour Investments, Inc. Since 1988, he has also been involved as a non-variable insurance agent on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs and institutional platforms.

John Thomas Petree is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2005. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Nathan Trannel is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. He has worked at UBS Financial Services since 2017 and previously was with Ameriprise Financial Services, Inc. from 2015 to 2017. He also held a role at Mondays between 2014 and 2017. 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 provides proprietary research and a broad range of capital markets solutions.

Ronald Phelps Jr. is a financial advisor with Ameriprise in Middleton, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, Phelps is active as an author of children’s and financial guidance books, serves on multiple nonprofit boards, and is involved in community initiatives including campaign leadership for a local food pantry. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining algorithmic and research-driven approaches to deliver tailored, tax-efficient income strategies through a centralized consulting team.

Andrew Roquet is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and CUNA Brokerage Services. Outside of advising, he is a senior partner at Earnest Consulting Group, focused on insurance sales, and is also engaged in farming through J. Henry & Sons. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships around comprehensive goal analysis and written recommendations.

Zachary Burch is a financial advisor at Ameriprise in Verona, WI, holding a Series 66 designation with six years of industry experience. He previously worked at Edward Jones for four years and at Cintas Corporation for five years. Outside of his advisory role, Burch co-owns ZC Capital, LLC, a real estate business, and BLP Accounting, which provides tax preparation services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm’s approach includes a combination of research, modeling, and tax analysis, supported by algorithmic tools and oversight committees.

Kevin Tyler is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Justin Goninen is a financial advisor at Morgan Stanley in Middleton, WI, holding Series 63 and Series 66 credentials with 18 years of industry experience. His career includes roles at Morgan Stanley since 2013, Morgan Stanley Private Bank since 2015, as well as prior experience at Enrich Financial Partners LLC and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning integrated with broader investment and institutional services.

Gavin Wishart is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation. He began his advisory career in 2024 and previously worked at JPMorgan Chase & Co. and several other businesses. Outside of finance, his background includes roles at Paddle Pub Madison and educational institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cole Mason is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2025 and previously worked at Avantax Insurance Agency and Avantax Advisory Services. Mason is also president of Mason Tax and Financial, Inc., where he is involved in tax preparation and business management, and serves on the board of directors of Avestar Credit Union. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes affiliated and third-party strategies.

Carter Ruegsegger is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he has held various roles in education and retail, including positions at the University of Dubuque and Brian Wilson's Golf Shop. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines third-party data and proprietary research to provide tailored, tax-aware withdrawal strategies.

Becky Weyer is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 18 years of industry experience. She has previously worked at Cambridge Investment Research Advisors, Inc. and Harbour Investments, Inc. Among her outside activities, she owns Weyer Virtual Office Solutions, LLC and volunteers with Sugar River UMC in Verona, WI. 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 financial planning and asset management services delivered through a large network of advisors using a variety of investment strategies and technology tools.

John Riley is a CFP® professional with 27 years of industry experience and has been with Edward Jones since 2002. He holds Series 63, 65, and 66 licenses. Outside of his advisory work, he serves as Vice President of the Wisconsin United Athletic Club in Madison, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Brandon Gasser is a Financial Consultant at Fidelity Investments, bringing over twenty years of experience in financial services. His professional journey includes roles such as Private Client Advisor and Vice President of Investments at JPMorgan Securities LLC, Branch Manager and Vice President of Private Client at JPMorgan Chase Bank, as well as positions at TIAA-CREF, First Investors Corp, and Merrill Lynch. Throughout his career, Brandon has focused on educating and collaborating with clients to make informed financial decisions tailored to their unique needs. He emphasizes personalized planning and guidance to help clients achieve their financial goals. A native of Colorado, Brandon enjoys all things Wisconsin and engages in personal interests including family activities, fishing, outdoor adventures, reading, and traveling.

Jeffrey Supple is a CFP® professional with 30 years of experience in the financial services industry. He has been with LPL Financial since 2003 and concurrently serves at State Bank of Cross Plains, where he has worked since 2001. His experience includes referring clients to bank trust departments as part of his broader financial services role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Roger Deterding is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as Treasurer of the Mount Horeb Area Historical Society, overseeing financial reporting and business practices for the local historical organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm focuses on holistic, goal-based financial planning across a range of areas and offers a combined planning and managed-account program under the WealthPlan option.

Andrew Burish is a financial advisor at UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses with 42 years of industry experience, all with UBS since 1984. Outside of his advisory role, he serves on the board of directors for the Boys and Girls Club of Dane County and is the treasurer for the UW Eau Claire Foundation. He is also involved in several real estate investment partnerships and holds stock in a telecommunications company. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to proprietary research and capital markets capabilities. The firm combines institutional trading functions with wealth management to deliver customized investment solutions.