Jessica Feiner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Johnson Bank and Johnson Wealth Inc. for over two years and remains a part owner of Feiner Electric LLC, an electrical contracting business. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with a range of financial planning, asset management, and retirement-plan consulting services. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active managers, quantitative and fundamental analysis, and internal oversight by an Investment Committee.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Teodor Trandafir is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2007. His prior experience includes roles at Partners Federal Credit Union and the University of Wisconsin-CU. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a broad network of more than 22,800 advisors.

Alexander Bruckel is a financial advisor with LPL Financial based in Madison, WI. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked at UW Credit Union and Chipotle Mexican Grill. Bruckel is involved with Wealth Management at UW Credit Union as a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across advisory and brokerage platforms.

Nicolet Hemmy is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2022, Hemmy spent 16 years with CUNA Brokerage Services, Inc. and has been affiliated with Cuna Mutual Group since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Joanna Burish is a financial advisor at Osaic Wealth with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors Corporation, Northwestern Mutual, and Karl Dettmann. Outside of her advisory work, she founded The Broads Network, a nonprofit coaching and mastermind collaboration for female executives and business owners. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization through multiple affiliated broker-dealer and RIA relationships.

Jeremy Marshall is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and bringing 21 years of industry experience. Before joining LPL Financial in 2012, he worked at Securities America Advisors, Inc., Cetera Wealth Services, LLC, and Thrivent Investment Management. Outside of his advisory role, he works part-time bartending and serving food on a dinner cruise boat. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions, providing a range of financial planning and portfolio management options supported by extensive research and operational tools.

Joseph Murphy III is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following two years at B.C. Ziegler and Company. Murphy serves on the investment committee of the Bethel Lutheran Church Endowment Foundation, providing oversight and investment advice. Stifel serves a wide range of clients, including individuals and institutional entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ed Draney is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 20 years of experience in the financial services industry, having held roles such as Investment Consultant at Fidelity Investments and Senior Financial Consultant at TD Ameritrade-Schwab. His professional focus is on financial planning for individuals and families, emphasizing a goal-centric approach to help clients navigate life events that impact their financial well-being. Throughout his career, Ed has dedicated himself to understanding clients' goals and priorities to provide tailored financial planning and investment strategies. His experience spans various capacities within the financial sector, contributing to his comprehensive understanding of client needs and market dynamics. Outside of his professional work, Ed enjoys camping, gardening, kayaking, spending time with his pets, and practicing yoga.

Jared Mc Guire is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Stoughton Country Club and Papa Murphy's, and has academic ties with the University of Wisconsin-Madison and Stoughton High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management and offers various capital markets services, supported by proprietary research and model-based asset allocation.

Brittany Arabis is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and one year of industry experience. Her background includes roles at Edward Jones, Prairie Athletic Club, and the University of Wisconsin Department of Athletics, among others. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Austin Kast is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Target for seven years and was employed by the Waunakee School District for five years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized consulting team.

Anna Burish is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has worked at UBS Financial Services since 2013. Burish has served on multiple boards, including St. Mary’s Hospital, Overture Center Foundation, and Madison Community Foundation, where she also co-chairs the finance and investment committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers custodial, underwriting, and capital markets services.

Stacy Hagenston is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. She has worked at LPL Financial since 2017 and has been affiliated with Old National Bank since 1989. Outside of her advisory role, Stacy is involved in direct sales with Norwex. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory and brokerage services supported by both proprietary and third-party investment strategies.

Trevor Linke is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Foundation Finance Company, JT Global Enterprises LLC, Banner Banks, and T&C Forestry. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Katherine Baumann is a financial advisor at Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Oppenheimer & Co. Inc. and LPL Financial, as well as work outside finance at Alan Koa Salon & Spa and the Eau Claire Area School District. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Rebecca Kirchberg is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with Primerica Financial Services since 2010 and PFS Investments Inc. since 2008. Outside of her advisory role, she is licensed as a midwife and works as a doula, committing significant time to these activities. Primerica Advisors is a large institutional firm that provides wrap-fee asset management programs primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and offers custodial and trade execution services through Pershing.

Karl Dettmann is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, including 12 years at Northwestern Mutual Wealth Management Company. Outside of his advisory work, he owns Dettmann Vineyards, a hobby vineyard in Wisconsin. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements and offers specialized services such as divorce planning and estate-settlement programs.

Fiorella Falcon Franzer is a financial advisor at Merrill with nine years of industry experience and holds the Series 66 designation. She has been with Merrill and Bank of America, N.A. since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Kelly is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Madison, WI. He has recent experience with Thrivent Financial and its investment management division, and previously worked at Princeton Club West and Kelly Home Improvement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses and planning without discretionary trading authority. Their approach includes a consolidated billing option combining planning and managed-account services, with ongoing reviews typically conducted annually.