Andrew Roquet is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and CUNA Brokerage Services. Outside of advising, he is a senior partner at Earnest Consulting Group, focused on insurance sales, and is also engaged in farming through J. Henry & Sons. 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 offers financial planning, asset management, and educational seminars, structuring client relationships around comprehensive goal analysis and written recommendations.

Zachary Burch is a financial advisor at Ameriprise in Verona, WI, holding a Series 66 designation with six years of industry experience. He previously worked at Edward Jones for four years and at Cintas Corporation for five years. Outside of his advisory role, Burch co-owns ZC Capital, LLC, a real estate business, and BLP Accounting, which provides tax preparation services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm’s approach includes a combination of research, modeling, and tax analysis, supported by algorithmic tools and oversight committees.

Kevin Tyler is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Justin Goninen is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Gavin Wishart is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation. He began his advisory career in 2024 and previously worked at JPMorgan Chase & Co. and several other businesses. Outside of finance, his background includes roles at Paddle Pub Madison and educational institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cole Mason is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2025 and previously worked at Avantax Insurance Agency and Avantax Advisory Services. Mason is also president of Mason Tax and Financial, Inc., where he is involved in tax preparation and business management, and serves on the board of directors of Avestar Credit Union. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes affiliated and third-party strategies.

Carter Ruegsegger is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he has held various roles in education and retail, including positions at the University of Dubuque and Brian Wilson's Golf Shop. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines third-party data and proprietary research to provide tailored, tax-aware withdrawal strategies.

Becky Weyer is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research, Inc., Wds, and Harbour Investments, Inc. Outside of advising, she owns Weyer Virtual Office Solutions, LLC and volunteers with Sugar River UMC in Verona, WI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment strategies through various platforms and a network of independent Financial Professionals, combining proprietary models and third-party solutions.

John Riley is a CFP® professional with 27 years of industry experience and has been with Edward Jones since 2002. He holds Series 63, 65, and 66 licenses. Outside of his advisory work, he serves as Vice President of the Wisconsin United Athletic Club in Madison, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Brandon Gasser is a Financial Consultant at Fidelity Investments, bringing over twenty years of experience in financial services. His professional journey includes roles such as Private Client Advisor and Vice President of Investments at JPMorgan Securities LLC, Branch Manager and Vice President of Private Client at JPMorgan Chase Bank, as well as positions at TIAA-CREF, First Investors Corp, and Merrill Lynch. Throughout his career, Brandon has focused on educating and collaborating with clients to make informed financial decisions tailored to their unique needs. He emphasizes personalized planning and guidance to help clients achieve their financial goals. A native of Colorado, Brandon enjoys all things Wisconsin and engages in personal interests including family activities, fishing, outdoor adventures, reading, and traveling.

Jeffrey Supple is a CFP® professional with 30 years of experience in the financial industry. He has been with LPL Financial since 2003 and also serves at State Bank of Cross Plains. His career includes roles that involve referring potential clients to the bank’s trust department. 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, and brokerage services, offering both discretionary and non-discretionary management through its network of investment adviser representatives.

Roger Deterding is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as Treasurer of the Mount Horeb Area Historical Society, overseeing financial reporting and business practices for the local historical organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm focuses on holistic, goal-based financial planning across a range of areas and offers a combined planning and managed-account program under the WealthPlan option.

Andrew Burish is a financial advisor at UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses with 42 years of industry experience, all with UBS since 1984. Outside of his advisory role, he serves on the board of directors for the Boys and Girls Club of Dane County and is the treasurer for the UW Eau Claire Foundation. He is also involved in several real estate investment partnerships and holds stock in a telecommunications company. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to proprietary research and capital markets capabilities. The firm combines institutional trading functions with wealth management to deliver customized investment solutions.

Elizabeth Miller is a Series 66-licensed financial advisor with six years of industry experience, currently with Thrivent Investment Management. Her prior roles include positions at SALT Software and involvement with nonprofit and community organizations such as Blackhawk Church and Harbor Athletic Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary portfolio management.

Steven Nelson is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he operates an independent business providing communication, satellite TV, and home security services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Lauren Pedersen is a financial advisor with OSAIC, holding a Series 63 designation and bringing 42 years of industry experience. She has worked with Royal Alliance Associates, Inc. since 1983 and operates Story Creek Inc. since 2002. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services supported by multiple advisory platforms and third-party money managers.

Christoph Meixelsperger is a Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he assists clients in making informed financial decisions and supports them through the wealth planning process by engaging in meaningful conversations to understand their priorities. Prior to this position, he worked as an Investment Consultant at Fidelity Investments in 2021, a Financial Consultant at TD Ameritrade from 2020 to 2021, and held roles including Business Development Specialist at TD Ameritrade during 2019 to 2020, Sales Agent Intern at State Farm in 2019, and Financial Representative at Northwestern Mutual in 2018. Born in Illinois, Christoph attended college in Iowa. His professional journey reflects a consistent focus on financial consulting and client service, spanning multiple companies within the financial services industry.

Jeremy Young is a financial advisor at LPL Financial in Madison, WI, with 20 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation and holds Series 63 and Series 66 licenses. His work history includes roles at Chartway Federal Credit Union, Cuna Brokerage Services, Inc., and CUNA Mutual Group. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Travis Heiser is a financial advisor with Ameriprise in Waunakee, WI, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, he serves on the Board of Directors for the Waunakee Rotary and is a member of SEW Operations LLC, a business he co-owns. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven recommendations with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Grace Schneble is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has prior work experience with BizTimes Media and several other organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions, model-based asset allocations, and research from UBS Global Research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including underwriting, market-making, and affiliated banking programs.