Chadwick Schloesser is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 66, 65, and 63 licenses and has worked with firms including Morgan Stanley Private Bank, SVA Plumb Wealth Management, and New York Life. Schloesser serves on the investment committee for the Capital Times Kids Fund, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a wide range of investment programs.

Jason Maas is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, Maas serves as Vice President and Board Member of the Greater Madison Conservation Society and participates on the Investment Committee for the Overture Center for the Arts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a wide range of investment and capital markets services.

Paul Heitzkey is a financial advisor with Robert W. Baird & Co. in Belleville, WI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he serves as a board member on the investment committee of FlexPath Strategies, LLC, and works as an art teacher at St. Ambrose Academy. Heitzkey is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, employing a variety of investment strategies and management approaches tailored to client goals and risk profiles.

Joseph Luedke is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and previously worked at CUNA Mutual Group for five years. Luedke serves as a board member on the investment committee of the Madison Public School Foundation. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Cory Meyer is a financial advisor at Edward Jones in Middleton, WI, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Meyer owns and manages hunting land through two entities in Wisconsin. 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 programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mandy Rochel is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Actuate Improvement, Kwik Trip, and the University of Wisconsin–Madison in various roles. Outside of her advisory work, she is a self-published author and also works in customer service at Legends at Bergamont Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models.

Michael Jacques is a CFP® and ChFC® with 38 years of industry experience. He is currently affiliated with LPL Financial and has worked at Commonwealth Financial Network and operated Jacques Wealth Management, LLC from 2010 to 2025. 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 and model portfolio programs, and supports its advisers with research tools and institutional platforms.

Ryan Jacob is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of advising, he manages a short-term rental property through Pine Haven Lodge LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 advisors.

Amy Eppinger is a financial advisor with Robert Baird & Co., holding a Series 66 credential and two years of industry experience. Prior to joining Baird in 2023, she worked in education for over a decade, including roles at Portage Community School District and TriCounty Area Schools. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers a variety of services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

David Koenig is a financial advisor with LPL Financial, holding a Series 63 designation and over 34 years of industry experience. He has been with LPL Financial since 1995. 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.

Todd Brewer is the Vice President and Branch Leader at Fidelity Investments. In his current role, he focuses on creating an environment where associates are empowered to deliver exceptional experiences and outcomes for clients. He is dedicated to helping both associates and clients feel confident about their financial futures while fostering collaboration and innovation within his teams. Todd's professional journey has been largely with Fidelity Investments, where he has held various positions since 1999. His experience includes roles such as Branch Service Manager, Regional Consultant, Financial Planning Consultant, and Financial Representative. Prior to joining Fidelity, he worked at American Express Financial Advisors as a Financial Advisor and Office Administrator. Outside of his professional responsibilities, Todd has personal interests that include baseball, cars, golf, motorcycles, music, and pets.

Andrew Roe is a Series 66-licensed financial advisor with Morgan Stanley, based in Middleton, WI, and has 15 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, N.A. Since 2017, he has worked directly with Morgan Stanley Wealth Management clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Todd Rendler is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Silver Leaf Advisors, LLC, Rendler and Associates, LLC, and Commonwealth Financial Network. Rendler also owns Rendler Sales Consulting, an independent insurance agency. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jason Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has been with MassMutual Investors Services since 2008. Outside of his advisory role, he volunteers teaching financial literacy to high school students in Milwaukee and provides pro bono financial advice through the Foundation for Financial Planning. MML 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 using firm-approved tools to develop client recommendations.

Christopher Alexander is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience at Citigroup Global Markets. Outside of his advisory work, he serves as the head coach of the Junior Varsity football team at Sun Prairie East High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of individual financial advisors and employer-based agreements.

Jeremy Appleton is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Middleton, WI. His career includes roles at Morgan Stanley Private Bank, N.A., and prior experience with CUNA Brokerage Services, Inc. and Cuna Mutual Group. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Molly Konefes is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and Merrill Edge. MassMutual Investors Services 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, with planning engagements structured as annual collaborative relationships using firm-approved analytical tools.

Ryan Beckwith is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS Financial Services since 2013. Beckwith serves on the board of directors for the Otto and Carol Gebhardt Foundation, a charitable organization based in Mercer, WI. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and comprehensive capital markets services.

Katherine Fletcher Froese is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020. Prior to her career in finance, she was employed at Chevron from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Chad Thomley is a CFP® professional with 34 years of industry experience, currently serving at Thrivent Investment Management in Madison, WI. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive written recommendations across various planning areas without implementation services. The firm combines holistic, goal-based analyses with flexible service options, including a managed-account program under a consolidated billing system called “WealthPlan.”