Sarah Wolf Conlon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative research.

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.”

Troy Blodgett is the Senior Resident Director at Merrill's Madison, WI office and a Wealth Management Advisor. He began his career as a financial advisor in 2001 and joined Merrill in 2006 after previously serving as Branch Manager at an independent firm in Madison. In his role, Troy leverages his experience and the financial services at Merrill to assist clients in streamlining their financial lives. Troy follows a disciplined process that starts with understanding each client's specific needs, concerns, and priorities. He and his team develop financial strategies tailored to balance clients' objectives, risk tolerance, and timelines. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Wisconsin-Madison Business School with a degree in Finance & Investment Banking. Troy lives in the Madison area with his wife, Erin, and they coach their three sons in various sports. He is active in the community, serving on the boards of the Verona Area Lacrosse Club and Verona Wildcat Youth Football.

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.

Kasey Kinney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Madison, WI. Prior to this, Kinney held roles at WPS, Medico, United Health Care, Mass Mutual, and MetLife Securities. Kinney is also a co-owner and advisor at Tactical Financial Group, a local advisory practice operating under a DBA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports both advisory programs and institutional portfolio management.

Karen Newquist is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Kevin Fisher is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. Prior to joining Raymond James in 2016, Fisher worked at MSI Financial Services, Inc. from 2012 to 2016. He is also involved as an independent insurance agent specializing in dental, disability, health, fixed life insurance, and fixed annuity products through his business, KRF Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Corinne Tuschl is a financial advisor at Edward Jones with 18 years of experience at the firm. She holds a Series 66 designation and is based in Waunakee, Wisconsin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Tripp Soma is a financial advisor at Edward Jones in Madison, Wisconsin, holding a Series 66 credential with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved in the restaurant industry and university work. He serves as a board member at large for Capital City Muskies Inc, a local nonprofit focused on fish stocking for Madison area lakes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Lori Huston Dinga is a CFP® professional affiliated with Wells Fargo Clearing in Madison, WI, with 21 years of industry experience. She worked at Ameriprise for 11 years before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she is a consultant for Arbonne, focusing on health and beauty product sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Thomas Petree is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2005. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Nathan Trannel is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. He has worked at UBS Financial Services since 2017 and previously was with Ameriprise Financial Services, Inc. from 2015 to 2017. He also held a role at Mondays between 2014 and 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Thomas Dunn is a Financial Advisor at JB Wealth Management Group. He joined the firm in 2022 after beginning his career at Merrill Lynch in 2020. In his role, he partners with team members to address clients' specific needs through a combination of client-management skills, planning, and product knowledge, aiming to cultivate and maintain strong client relationships. Dunn specializes in areas including family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, portfolio management services, small business strategies, special needs planning strategies, tax minimization, and retirement income. He has earned several professional designations, such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Middleton, Wisconsin, Dunn graduated from the University of Wisconsin–Madison in 2020 with a Bachelor's degree in Personal Finance: Financial Planning and a minor in Entrepreneurship. He resides on the west side of Madison with his wife, Alaina. In his free time, he enjoys playing golf, watching sports, and spending time with friends and family. Additionally, he is involved with the community organization Logan's Heart and Smiles.

Matthew Strode is a financial advisor at Thrivent Investment Management in Madison, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Lake Ridge Bank and various positions outside finance such as Showtime Entertainment and Stars of Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements, integrating these services with managed-account programs under a consolidated billing option called “WealthPlan.”

Cammie Banks is a financial advisor at Osaic Wealth with 11 years of industry experience and holds a Series 66 designation. She previously worked at Securities America Advisors, Inc. and Cetera Wealth Services, LLC. Outside of advising, she serves as Senior Vice President at Legacy Advisor Network, where she is involved in insurance sales and support services for financial advisors. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization supported by various analytical tools and multiple program options.

Lauri Droster is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at RBC Capital Markets since 1998 and at City National Bank since 2018. Outside of her advisory role, she serves as treasurer for Devil's Head Ski Patrol, providing oversight for first aid supplies and training materials. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Bruce Gust is a financial advisor at OSAIC with 33 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, he worked at Fortis Investors, Inc. and has been involved with Future Benefits Of Wisconsin since 1992. Gust is also president of Complete Insurance and Financial Position, a firm specializing in life and health insurance sales as well as securities. OSAIC Wealth serves a diverse group of retail and institutional clients, offering a range of brokerage and advisory services including financial planning, wrap portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

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.

Ryan Genthe is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Vita Solutions LLC and bartending positions at local golf and country clubs. He also operated a lawn care business for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory and investment services supported by a large nationwide network of advisors and branch offices.