Alesa Gause is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Ameriprise, she worked at Smith Leonard PLLC and Holthouse Carlin & Van Trigt LLP, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Scott Barth is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Barth serves on the Board of Trustees at Augustana University, is a board member at Edgewood High School, and works as a consultant focused on leadership development and team building. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various financial topics without discretionary trading authority and integrates planning with managed accounts through its consolidated WealthPlan service.

Connor Luoma is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Kwik Trip and Niels Construction. He is also the owner of Luoma's Drone Ventures LLC, a business unrelated to financial services. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a broad network of Investment Adviser Representatives and third-party program sponsors.

Carlyn Hensen is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various capacities since 2010. Outside of her advisory role, she owns a rental property in Prairie du Sac, Wisconsin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including personalized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

June Brown is a financial advisor with Robert W. Baird & Co. in Middleton, WI, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with Robert W. Baird since 2007. Brown serves as an active board member of Gilda's Club Madison, participating in decisions related to fundraising, capital spending, programming, and community marketing. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Paul Vosburgh is a Certified Financial Planner (CFP®) with 33 years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2003. Based in Madison, WI, Vosburgh holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management to offer a broad range of capital markets services and proprietary research.

Cory Wright is a financial advisor at Ameriprise in Madison, WI, holding a Series 66 designation with 14 years of industry experience. His prior work includes roles at U.S. Bancorp Investments, US Bank, and previous stints with Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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.

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 16 years of industry experience. She has been with 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 serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Thomas Wendler is a financial advisor at Edward Jones in Lodi, WI, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Wendler serves as a commission member for Sacred Hearts School in Sun Prairie, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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.