Benjamin Falk is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing manager-traded and model-traded strategies alongside internal research and tools to support client advice.

Chelsea Roth is a financial advisor with LPL Financial in Verona, WI, holding a Series 66 designation and having eight years of industry experience. She previously worked at BMO Harris Financial Advisors and Epic Systems Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide through its network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, with access to model portfolios and research from multiple sources.

Kevin Mohr is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he worked for Lincoln Financial Advisors for 22 years. He is also engaged in fixed insurance sales, including offering equity-indexed annuities. OSAIC serves a diverse clientele that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through its extensive network of advisers, employing various asset-allocation tools and investment platforms to construct customized portfolios.

Orsan Kharbush is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized retirement-income consulting team.

Debra Klinzing is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. In addition to her advisory work, she is a jewelry sales representative for Silpada Designs, a role she has held since 2005. 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, leveraging proprietary research and a broad platform that includes brokerage, custody, underwriting, and capital markets operations.

David Edwards is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including nine years at BMO Harris Financial Advisors and over 15 years with BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Sandra Gehler is a financial advisor with Robert Baird & Co. in Verona, WI, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has been with Robert Baird & Co. since 1994 and has also worked with The Gray Companies since 1993. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of investment strategies.

Nicholas Mason is a financial advisor with Cetera in Verona, WI, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked with Avantax Investment Services and operates Mason Tax and Financial, a tax preparation and accounting business. Outside of finance, he is also active as a musician with The Rotation. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options including model portfolios, third-party managers, and bespoke strategies.

Jean Modos is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Robert W. Baird. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Amruta Gupte is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2024, she worked at UW Credit Union from 2022 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Darren Speidel is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 credential and 24 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002. Outside of his advisory role, he serves as Chief Investment Officer for CWAG LLC, overseeing investment models and a trading system used by financial advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and algorithmic tools to provide written recommendation reports and ongoing advice.

Jennifer White is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Jay Haselwander is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2022 and has previously worked at 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 financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Viktoria Nielsen is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2019. Outside of her financial advisory role, she is also a fitness instructor at Princeton Club East in Madison, Wisconsin. Robert W. Baird & Co.'s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jim Solberg is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant and Financial Representative at Fidelity Investments, accumulating experience from 2021 to 2025. He began his career at Northwestern Mutual Insurance, where he was a Financial Advisor from 2019 to 2020 and a Financial Representative from 2018 to 2019. Throughout his career, Jim has focused on building lasting relationships with clients by understanding their individual goals, values, and concerns. He engages in a thoughtful discovery process to develop personalized financial plans tailored to each client's unique story and aspirations. Jim lives in Wisconsin with his wife and three sons, including twins. Outside of his professional life, he enjoys baseball, comedy, fitness, football, golf, and attending social events with friends.

Makennah Bowling is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and has worked at several organizations including Bank Five Nine and Plato's Closet, where she held an associate role. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and a variety of endorsed third-party managers.

Christopher Mc Cullick is a financial advisor with Edward Jones in Mt Horeb, WI. He holds a Series 66 designation and has five years of industry experience. Prior to joining Edward Jones in 2020, he worked at BDU USA LLP and Smith & Gesteland LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, overlay and tax-efficient services, and affiliated investment products through a large network of financial advisors and branch offices.

Patrick Rohde is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his professional duties, he volunteers as a coach for Madison Youth Football. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and utilizes a structured financial planning process supported by firm-approved tools and research.

Kirk Hager is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2024. He previously worked at UBS Financial Services Inc. for 11 years. Outside of his advisory role, Hager serves as Treasurer for West Athletic Boosters, Inc. in Madison, WI. He is part of the DDK Group within Baird’s Private Wealth Management department, which offers a range of financial planning and portfolio management services to individual, corporate, pension, and charitable clients. The firm employs manager-traded and model-traded SMA strategies, tax-management, direct indexing, and ongoing manager monitoring supported by internal research and AI tools.

Laurel Rice is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses and with 40 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and serves a diverse client base with broad retail and institutional offerings.