Dane Zaher is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors, Axa Advisors, and Paramount Financial. Outside of finance, he operated a lawn service business for ten years. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Thompson is a financial advisor at Osaic Wealth, Inc. with 14 years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors for 13 years. Outside of his advisory role, Thompson is a scuba instructor and retail operator at Diversions Scuba, a contributor of op-ed articles on military service experiences, a business consultant for international organizations, and an adjunct instructor at the University of Wisconsin Law School teaching estate planning topics. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services. The firm utilizes firm-provided asset-allocation tools and third-party managed account solutions to construct diversified portfolios across multiple asset classes.

Michael Gant is a financial advisor with Ameriprise in Verona, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he is a member of SEW Operations LLC, a pass-through business entity unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Adam Schaller is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Schaller has served on the Board of Directors for the Rotary Club of Madison West Towne-Middleton, an organization focused on advancing international goodwill and vocational service activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management services.

Nathan Komoroske is a financial advisor at Ameriprise in Verona, WI, holding a Series 66 designation with 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Justin Tyson is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Gerald Tyson is a financial advisor at Equitable Advisors in Madison, WI, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with AXA Advisors, LLC. Tyson is also involved with Cornerstone Wealth Management, LLC as a DBA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model tailored to client goals, risk tolerance, and time horizon.

Paul Zander is a Series 66-licensed financial advisor with LPL Financial in Cross Plains, WI, where he has worked since 2014. He also holds a role at State Bank of Cross Plains and is involved with Sandman Music Agency, where he plays drums in a band monthly. 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, offering a range of advisory programs, financial planning, and brokerage services.

Charles Nemeckay is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2005 to 2017 before joining Baird in 2017. Outside of his advisory role, he serves as Treasurer at St Ann's School, an educational institution in Stoughton, WI. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services using a combination of in-house and third-party managers, covering a range of traditional and non-traditional investment strategies.

Bryan Davis is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and having seven years of industry experience. His prior roles include positions at Edward Jones and Cincinnati United Premier. Outside of his advisory work, Davis coaches youth soccer and operates a soccer camp focused on providing female college coaches opportunities to engage with female players. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans using proprietary research and model-based asset allocations.

Ryan Liermann is a financial advisor with Thrivent Investment Management based in Madison, WI. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked at Pfizer, LGC, Clario, and Astellas Pharma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial analyses and ongoing planning relationships without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Joseph Gabriel is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2015. Outside of his advisory role, he provides general support and advice to a missionary-led Vision Team based in the Czech Republic, assisting with marketing materials and event logistics. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across multiple planning areas. The firm separates planning from managed-account services and conducts periodic reviews without accepting discretionary trading authority for its Dedicated Planning Service.

Deborah West is a financial advisor with Robert W. Baird & Co. in De Forest, WI, holding a Series 63 designation and 22 years of industry experience. She has been with Robert W. Baird & Co. since 1984. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of strategies and manager options.

Timothy Mcilwain is a financial advisor with Osaic who holds a Series 63 designation and has 25 years of industry experience. He worked at Lincoln Financial Advisors for 24 years before joining Osaic in 2025. Mcilwain is also the owner of Stickney-Mcilwain, LLC, where he sells and services fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and efficient frontier analysis to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kevin Fisher is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He worked at MetLife Securities, Inc. before joining Raymond James in 2016. Outside of his advisory role, he operates KRF Wealth Management as an independent insurance agency and serves as president of KRFISHER LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public-finance work.

Brendon Diers is a financial advisor with Edward Jones in Verona, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million 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.

Patrick Rindfleisch is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and planning tools to develop financial plans.

Michael Amers is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2022. Prior to that, he was associated with Cuna Brokerage Services, Inc. and Cuna Mutual Group. 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 financial planning and advisory services including retirement plan consulting and access to model portfolios and research from LPL Research and third-party subadvisors.

John Thomas Petree is a financial advisor at Fidelity with Series 63 and Series 66 designations and 20 years of industry experience. He has worked at various Fidelity entities since 2005, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios from a broad investable universe.

Ronald Phelps Jr. is a financial advisor with Ameriprise in Middleton, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, Phelps is active as an author of children’s and financial guidance books, serves on multiple nonprofit boards, and is involved in community initiatives including campaign leadership for a local food pantry. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining algorithmic and research-driven approaches to deliver tailored, tax-efficient income strategies through a centralized consulting team.