Sean Bayer is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including CUNA Brokerage Service, Inc. and Cuna Mutual Group. His work history also includes roles at Adventure Credit Union and Madison Ice Arena. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its network of over 22,800 advisors with research and operational tools.

Karen Kwiatkowski is a CFP® professional with 44 years of industry experience. She has worked with LPL Financial since 2021 and previously spent nearly four decades at Waddell & Reed, INC., including extensive experience with insurance carriers. Outside of her advisory role, she has been involved in tax preparation and accounting services since 1982. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to multiple portfolio management options through a large network of investment adviser representatives.

Gregory Smyth is a financial advisor with LPL Financial in Madison, WI, holding Series 63, 65, and 66 licenses, and has 29 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services Inc., Cetera Investment Services LLC, and Amcore Investment Services, Inc. Outside of his advisory work, he is involved with CUNA Mutual Executive Benefits in a capacity related to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

Jakizisha Mckinney Bell is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Fidelity, Bell held roles at Northwestern Mutual and Sandy Botcher. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Hans Meixelsperger is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 credential and eight years of industry experience. Prior to joining UBS in 2018, he worked at Schlumberger from 2016 to 2018. UBS Financial Services Inc. 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 offers a broad range of capital markets and research resources.

Zachary Mulford is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and also holds a role as an insurance agent with Mass Mutual Life Insurance Company. Outside of financial advising, he has ownership in a real estate business, Gateway Properties LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using a collaborative and analytical approach to help clients with goal-based strategies.

Wendy Rindfliesch is a financial advisor at Morgan Stanley with 17 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized 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 financial planning agreements.

Devin Lowenberg is a financial advisor at LPL Financial based in Middleton, WI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Lake Ridge Bank, Retirement Income Strategies, and several wealth management firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party subadvisors, and various institutional platforms.

James Myers is a financial advisor with LPL Financial based in Madison, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has held roles at LPL Financial since 2018 and First Business Bank since 2016. Outside of his advisory work, Myers serves as treasurer on the board of the Mount Horeb Area School District and has worked as a basketball referee for NCAA and WIAA events. He is also vice president of Myers Farm Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad spectrum of non-advisory financial activities.

Carly Mc Cormick is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to her current role, she worked at Athletes In Action and has been with Thrivent since 2017. Outside of her advisory work, she operates a general photography business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts under a consolidated billing option called “WealthPlan.”

Madeline Dahm is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her background includes roles at UBS Financial Services and academic studies at the University of Wisconsin - Madison. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans and portfolio management.

Dylan Talerico is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2015, previously serving as a Planning Consultant from 2020 to 2024, and as a Financial Representative from 2015 to 2020. Prior to joining Fidelity, Dylan was a Registered Sales Associate at Associated Bank - Associated Investment Services from 2014 to 2015, and an Insurance Coordinator at Legacy Advisor Network from 2013 to 2014. As a Certified Financial Planner®, Dylan focuses on helping clients develop and implement personalized financial strategies that align with their unique goals, values, and priorities. His approach emphasizes authenticity, integrity, and trust, aiming to foster meaningful relationships and empower clients to make confident financial decisions that benefit them and their families.

Tasha Bremel is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2012. Bremel volunteers as a fundraiser event committee member for Ronald McDonald House Charities in Madison, assisting with event planning and decorations. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

John Williams is a financial advisor with Ameriprise in Monroe, WI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Williams owns and operates a livestock farming business and serves on the board of the Mt. Horeb Lions Club. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to create customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Anthony Bosma is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 15 years with CUNA Brokerage Services and 19 years with Cuna Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers various financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by advanced operational and research tools.

Kristine Hoffman is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Hoffman holds a Series 63 designation. She serves on the Board of Directors for Madison Business Partners and is involved in independent insurance brokering. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on tax-aware withdrawal strategies and dependable income sources. The firm’s approach includes centralized analysis and proprietary tools, with recommendations implemented on a non-discretionary basis.

Steven Mueller is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at LPL Financial, CUNA Brokerage Services, Inc., and CUNA Mutual Group. He is based in Oregon, Wisconsin. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports, emphasizing a range of advisory, brokerage, and insurance solutions through affiliated companies.

Jenny Santek is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services including tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Melissa Hillebrand is a financial advisor at UBS Financial Services in Madison, WI, holding Series 63 and Series 66 credentials with 13 years of industry experience. She has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Rachel Hammes is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics. The firm combines planning services with managed-account programs under a consolidated billing option while maintaining separate planning and investment management functions.