Brett Bauch is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding a Series 66 designation and 25 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2012. Outside of his advisory role, Bauch serves as treasurer and board member of Gigi's Playhouse Madison, a nonprofit Down syndrome achievement center. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Garrett Jones is a financial advisor at RBC Capital Markets in Madison, WI, holding a Series 66 designation with 10 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension 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.

Donovan Pfaff is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 1998. Outside of his advisory role, he is a silent owner of a company called www.mygiftlist.com. 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 provides financial planning, asset management, wrap and money-manager programs, and educational seminars.

Allison Pohlman is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2020, following five years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary portfolio management. The firm offers tailored investment strategies utilizing both in-house and third-party managers, supported by integrated capital markets and lending services.

Mark Hammes is a financial advisor at Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across various planning areas. The firm combines planning and managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between these services.

Avery Carpenter is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at UW Credit Union and LPL Financial since 2023. Outside of his advisory work, he is the lead vegan baker and menu developer at Firefly Coffeehouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Susan Lubar is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Her career includes nearly two decades at Citigroup Global Markets and extensive tenure at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Thomas Meyer is a financial advisor with Edward Jones in Waunakee, WI, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after roles at Brand Elevation Partners LLC, Dealer Monitor, Inc., and Media Score, Inc. Meyer is a co-founder and passive shareholder of Dealer Monitor, Inc., an internet lead monitoring service, and also holds a minority passive investment in Media Score, Inc. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,000 financial advisors.

Justin Mann is a financial advisor with Fidelity Investments in Middleton, WI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual and Bank of America Merrill Lynch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Douglas Bray is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2003. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services on a non-discretionary basis.

Jessica Beinlich is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2006. Outside of her advisory role, she serves as a committee member for the Girl Scouts of Wisconsin Badgerland Council, providing guidance on financial planning and investment policies. RBC Wealth Management, a division of RBC Capital Markets, offers a broad range of advisory programs and services to individual investors, institutions, and charitable organizations. The firm customizes investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers while providing a variety of portfolio management options.

Jon Bloomer is a financial advisor with Ameriprise in Verona, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Ameriprise in 2020. Bloomer is also a co-owner of Arena Capital Management, an investment-related business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers these services through a centralized consulting team and integrates algorithmic automation with oversight to tailor client recommendations.

Jody Brown is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and possessing 26 years of industry experience. Prior to joining LPL Financial in 2022, Brown spent over two decades at Cuna Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Raymond Cisneros is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has four years of industry experience, including roles at BMO Harris Bank, Northwestern Mutual, and Associated Bank. His background also includes work with the Space Science and Engineering Center and Nike. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a combination of manager- and model-traded strategies, tax management, and internal research tools.

Sean Mahlik is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at U.S. Bancorp Investments and U.S. Bank. Robert Baird & Co. serves a diverse client base, including high net worth individuals, corporate clients, pension plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, employing both manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Joseph Hammer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Ian's Pizza and involvement with the Mauston School District. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight through affiliated or unaffiliated sub-advisers.

Robert Hatch is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Woodbury Financial Services, and OSAIC. Outside of his advisory role, Hatch is involved in life insurance sales and manages a commercial real estate property where his branch office is located. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services supported by both discretionary and non-discretionary management options and extensive research resources.

Eric Lanning is a CFP® credentialed financial advisor with 28 years of industry experience, currently with Wells Fargo Advisors in Madison, WI. His prior experience includes roles at Wells Fargo Clearing and earlier at Wells Fargo Advisors. He holds ownership stakes in Madison Wealth Management, LLC and The Lanning Group LLC, both investment-related ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and divorce, leveraging Wells Fargo research and tools to develop tailored client recommendations.

Carolyn Toenges is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she held roles at Generations Title Company and Brew City Pizza. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Carina Alt is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been affiliated with LPL Financial since 2011 and has also worked with the University of Wisconsin-CU since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management approaches supported by research and technology.