Jay Haberkorn is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he co-owns a vacation property with his wife. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary advice through a centralized consulting team.

Stephanie Hook is a financial advisor with LPL Financial, holding a Series 66 designation and having three years of industry experience. Prior to joining LPL Financial, she worked at Ality, LLC and TASC - Total Administrative Services Corporation. She is also involved with UW Credit Union in financial and wealth management roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Hans Johnson is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 65 designations and 48 years of industry experience. He has been with Merrill for 50 years and affiliated with Bank of America, N.A. for 15 years. Johnson is involved as a power of attorney for a for-profit investment-related business associated with his spouse. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Earl Marquardt is a financial advisor with LPL Financial in Waunakee, WI, holding CFP® and ChFC® designations and carrying 30 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Steven Gillingham is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and holds Series 63 and Series 65 licenses. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes internal Chief Investment Office teams and third-party managers to implement various investment approaches, including tax-aware strategies and strategic asset allocation.

Kimberly Barfknecht is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 credential and nine years of industry experience. She has worked at LPL Financial since 2017 and has also been with Old National Bank since 2014. Kimberly is a commissioned notary in Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by proprietary research and third-party subadvisors.

Susan Fouts is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services Inc and Legacy Investments & Insurance Services LLC. Outside of financial advising, she has been an independent contractor pianist since 2013, providing accompaniment and piano lessons to local schools and families. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of investment strategies and platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across various securities.

Derrick Meier is a financial advisor with LPL Financial and holds a Series 66 designation. He has 10 years of industry experience, having worked previously at Johnson Financial Group, U.S. Bancorp Investments, U.S. Bank, and Thrivent Financial. Outside of his advisory role, he serves as an assistant golf coach for the Waunakee Boys Golf Team. 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 various financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Tatiana Dickey is a CFP®-certified financial advisor with eight years of industry experience. She is currently with LPL Financial and has previously worked at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. 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.

Benjamin Hoyt is a financial advisor with Edward Jones in Sun Prairie, WI, holding a Series 66 designation. He has approximately one year of industry experience, including prior roles at Third Coast Advisors and Park Avenue Securities. Outside of finance, his background includes positions at the University of Wisconsin Whitewater and involvement with the Rebecca Kleefisch for Governor campaign. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies and affiliated investment products, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Angela Kolthoff is a financial advisor with Edward Jones in Madison, WI, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019. Outside of her advisory role, she works as an optician at Luxottica/Sears Optical, providing optical pre-testing, dispensing, and training. 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 financial advisors and branch offices.

Julie Baertschi is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and with 20 years of industry experience. Her prior roles include positions at LPL Financial, BMO Harris Financial Advisors, and M&I Investment Management Corp. She is also a signer on bank accounts for Mountain View Mobile Home Park, a real estate-related business. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Logan Falk is a CFP® professional with 11 years of industry experience currently affiliated with LPL Financial. He has previously worked with Charles Schwab and U.S. Bancorp Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services supported by proprietary and third-party research.

Ryan Dunton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before joining Fidelity, Ryan was a Financial Advisor within Global Wealth & Investment Management at Merrill Lynch from 2018 to 2022, and he also completed an internship in the same division at Merrill Lynch in 2017. Ryan partners with clients to understand their unique goals, priorities, and needs, helping them create customized financial plans and strategies that align with their lifestyles and life events. He emphasizes education, guidance, honesty, and trust as foundational elements of his client relationships.

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.

Alexander Aderman is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 12 years of industry experience, including prior roles at New York Life and Eagle Strategies. Outside of advising, he is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software to analyze client goals and delivers written recommendations through annual, collaborative planning relationships.

Daniel Norman is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Raymond James Financial since 2009. Norman also has a long-standing association with Argent Capital and Raymond James Financial Services dating back to 2007. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm utilizes tailored, non-discretionary planning supported by analytical tools and provides specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Hughey is a financial advisor with LPL Financial, holding the Series 66 designation and having 20 years of industry experience. His prior roles include positions at A&M Wealth Management and Waddell & Reed. He has also served on the board of the Wisconsin DeMolay Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Blake Peterson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017. Peterson is also employed by JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through an Institutional Consulting Services program that emphasizes quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

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.