Kay Kapets is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial and its affiliates since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning but does not offer portfolio management for institutional clients.

Leo Urzagaste is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He is focused on connecting clients with ideas, tools, resources, and strategies to help build personalized financial plans and achieve their objectives. Prior to this, he served as a Financial Representative at Fidelity Investments from 2022 to 2024. Before joining Fidelity Investments, Leo worked as a Financial Specialist at the University of Wisconsin Credit Union from 2020 to 2022. Throughout his career, he has developed expertise in understanding clients' unique needs and tailoring financial plans accordingly.

Penelope Pack is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked at Primerica Financial Services since 2010. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading and implementation to BNY Mellon Advisors.

Guy Stratton is a financial advisor with Edward Jones in Waunakee, Wisconsin, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at BMO Private Bank/Wealth Management for 16 years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Scott Peters is a financial advisor with Ameriprise in Madison, WI, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliates since 1994. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and utilizes algorithmic tools alongside a consulting team to support its retirement-income planning.

Kevin Mohr is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he worked for Lincoln Financial Advisors for 22 years. He is also engaged in fixed insurance sales, including offering equity-indexed annuities. OSAIC serves a diverse clientele that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through its extensive network of advisers, employing various asset-allocation tools and investment platforms to construct customized portfolios.

Richard Radloff is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and 13 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a member of ArborView Partners LLC, a pass-through business entity. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies while providing a broad range of advisory, brokerage, and insurance solutions.

Tracy Gundert is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her career in financial advising, she worked at Omnipress for 27 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Parker Leisses is a financial advisor at Stifel in Madison, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Milwaukee Tool and the University of Wisconsin - Madison. Outside of his advisory work, he is also employed as a taxi driver. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing both brokerage and advisory services supported by proprietary investment analysis and planning methodologies.

Rodney Cupp is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has been with Cetera and its related entities since 2013. Outside of his advisory role, he owns a financial services business and is involved in the sale of fixed insurance products. He is also a partial owner of a family farm engaged in various agricultural programs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program structures.

Andrew Fritts is a financial advisor with LPL Financial in Madison, WI, holding Series 66 and Series 63 licenses and 23 years of industry experience. His prior roles include positions at BMO Harris Bank, Johnson Wealth Inc, Johnson Bank, and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

John Kanak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Justin Novara is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Madison, WI. He has been with LPL Financial and the University of Wisconsin Credit Union since 2014, working in roles related to investment sales and wealth management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management approaches.

Colleen Bowar is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2014. Outside of her advisory role, she assists with family farming operations during planting and harvest seasons and serves as trustee and executor for several family trusts and estates. Merrill, together 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, and institutions, with support for trading, account administration, and custody.

Ryan Fountain is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He has worked with OSAIC Wealth Inc and Leighton Financial Services, LLC, among other organizations. In addition to his advisory role, he facilitates tax preparation services for clients through Full Spectrum Solutions, LLC. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to manage a wide range of investment portfolios.

Jon Richards is a financial advisor with RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Madison, WI. He holds the Series 66 credential and has two years of industry experience. Prior to joining RBC Wealth Management in 2024, he worked at Maplelag Resort and AgCountry Farm Credit Services and has experience at the University of Wisconsin-Eau Claire and Rensselaer Polytechnic Institute. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Timothy Bressers is a Certified Financial Planner (CFP®) with 38 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Joseph Dwyer is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with LPL Financial and has held prior roles at Northwestern Mutual and other firms. In addition to his advisory work, he is also licensed as an attorney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

William Mowbray is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including eight years with Securities America Advisors and over two decades at Baer Insurance Services LLC. He is also involved in life insurance sales through Legacy Advisor Network and serves as President Elect of the Rotary Club of Madison West Middleton. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, corporations, and charitable organizations through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers a broad range of services including brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

M Neuendorf is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. M Neuendorf has provided wealth management advice and guidance to individuals and families in Wisconsin and beyond. Since 1977, she has helped clients navigate life's transitions and prepare for various financial challenges and opportunities. M Neuendorf begins each client relationship with in-depth conversations to understand their values, hopes, and fears. She utilizes her extensive knowledge acquired through real-world experience, education, and professional training to customize investment strategies that align with clients' interests, risk tolerance, investment timeline, and liquidity needs. She also collaborates closely with clients' CPAs, attorneys, and specialists from Bank of America to develop tax minimization and estate planning strategies. M Neuendorf holds a Bachelor's Degree from the University of Wisconsin System Madison and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). She is a member of the Madison Estate Council and participates in community activities such as involvement with Holy Wisdom Monastery.