Sean Finley is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Vihan Patil is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and entering his second year in the industry. His prior experience includes roles at Ingenero Inc., Wisconsin Union, and AERIE Preferred Financial Group, as well as academic positions at the University of Wisconsin-Madison and Vellore Institute of Technology. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Mathew Noel is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with affiliated Mass Mutual entities since 2016. Noel is also involved in servicing equity index annuities and acts as an agent for individual life insurance. MassMutual 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 and asset management services using firm-approved analytical tools and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Andrew Lochner is a financial advisor at Ameriprise in Madison, WI, holding a Series 66 designation with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves as a trustee for Veterans of Foreign War Post 1318, where he attends monthly meetings and audits financial transactions. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, focusing on those with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients maintaining Ameriprise-managed accounts.

James Hodge is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has worked at Robert Baird & Co. since 1996 and has also been affiliated with Northwestern Mutual Investment Services, LLC since 2005. Outside of his advisory work, he serves as a board member for Cargill Methodist Church and Wellntel, Inc., and is a 50% owner of The Good Acres, LLC farmland. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by in-house research and a variety of manager-traded and model-traded strategies.

Kyle Kittel is a financial advisor with Thrivent Investment Management in Verona, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial, Instacart, and the University of Wisconsin–Madison. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based planning across various financial areas without discretionary trading authority.

John Litscher is a CFP® professional with 26 years of industry experience, currently serving with Osaic since 2025. He previously worked for 25 years at Lincoln Financial Advisors and Lincoln National Life Insurance Company. Litscher is a board member of Summit Credit Union and holds insurance agent roles offering life, disability, long-term care, and health insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.

Mark Murray is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Sean Wayne is a financial advisor with Ameriprise in Waunakee, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Wayne serves on the Board of Directors for the UW-Whitewater Foundation. Ameriprise provides retirement-income planning services tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Adam Schinke is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based financial planning and offering a consolidated billing option called “WealthPlan” that separates planning from managed-account services.

Daniel Record is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in education at ConVal Regional High School and Hillsboro-Deering Elementary School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kylie Cagle is a Series 66-credentialed financial advisor at OSAIC with 14 years of industry experience. She previously worked at Sagepoint Financial for 11 years and has operated a sole proprietorship soliciting life insurance and fixed annuity sales since 2010. She is also a commissioned Notary Public in Wisconsin. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided asset-allocation tools and third-party managed account solutions.

Tiffany Miller is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with three years of industry experience. She previously spent five years at Ruby Ribbon and seven years as a distributor for Young Living essential oils. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Megan Mitby is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2011. She is also associated with the Princeton Club. Megan is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Elizabeth Gawronski is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2020. Prior to joining Morgan Stanley, she was employed at Essence Global and Brand Networks. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with clients responsible for implementation and updates.

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 with LPL Financial, holding a Series 66 designation and three years of industry experience. His background includes roles at The Peoples Community Bank and Northwestern Mutual, as well as teaching experience at the University of Wisconsin Milwaukee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Kevin Mccloud is a financial advisor with LPL Financial in Madison, WI, holding the ChFC® designation and Series 63 and 66 licenses. He has 13 years of industry experience, including prior roles at First Business Bank, U.S. Bancorp Investments, Inc., U.S. Bank, and BMO Harris Financial Advisors. Additionally, he serves as a notary in Brookfield, WI. 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 financial planning and advisory programs, combines discretionary and non-discretionary management, and provides access to proprietary and third-party research and model portfolios.

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.

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.