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 with Osaic Wealth, Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corporation and Northwestern Mutual in various capacities. She is also the founder of The Broads Network, a nonprofit coaching and mastermind group for female executives and business owners. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessment to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

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 with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Oppenheimer & Co. Inc. for three years and LPL Financial for one year. Baumann’s background also includes experience outside finance, having worked at Alan Koa Salon & Spa. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

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.

Olusegun Osayemi is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. His background also includes roles outside finance, such as involvement with Brew Fitness and several community organizations in Milwaukee. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Paul Blaney is a financial advisor with Charles Schwab in Middleton, WI. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at Scottrade Securities and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Matthew Cuplin is a CFP® professional with 18 years of industry experience. He is currently with Osaic Wealth and has previously worked at Commonwealth Financial Network and SII Investments Inc. Cuplin is a co-owner of Midwest Financial Group, a private entity that provides tax services in addition to securities and advisory business. Osaic Wealth serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs various asset-allocation tools and third-party solutions to construct and manage client portfolios.

Patrick Maguire is a financial advisor with Edward Jones in Mount Horeb, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, corporate clients, pension plans, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.