John Williams is a financial advisor with Ameriprise in Monroe, WI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Williams owns and operates a livestock farming business and serves on the board of the Mt. Horeb Lions Club. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to create customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Aaron Abel is a Series 66-licensed financial advisor with Ameriprise in Middleton, WI, and has 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Bosma is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 15 years with CUNA Brokerage Services and 19 years with Cuna Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers various financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by advanced operational and research tools.

Kristine Hoffman is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Hoffman holds a Series 63 designation. She serves on the Board of Directors for Madison Business Partners and is involved in independent insurance brokering. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on tax-aware withdrawal strategies and dependable income sources. The firm’s approach includes centralized analysis and proprietary tools, with recommendations implemented on a non-discretionary basis.

Steven Mueller is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at LPL Financial, CUNA Brokerage Services, Inc., and CUNA Mutual Group. He is based in Oregon, Wisconsin. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports, emphasizing a range of advisory, brokerage, and insurance solutions through affiliated companies.

Jenny Santek is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services including tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Melissa Hillebrand is a financial advisor at UBS Financial Services in Madison, WI, holding Series 63 and Series 66 credentials with 13 years of industry experience. She has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Rachel Hammes is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics. The firm combines planning services with managed-account programs under a consolidated billing option while maintaining separate planning and investment management functions.

Shannon Radabaugh is a Series 66-credentialed financial advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird in 2021, Radabaugh worked for 14 years at HSHS Sacred Heart Hospital. Outside of financial advising, Radabaugh volunteers with BioLife Plasma. Radabaugh is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex non-traditional investments.

Mickie Lor is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and has worked at Merrill and Wealthspire Advisors prior to joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Stephen Cooley is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory work, Cooley is president of Stephen Cooley Enterprises, Inc., which he established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Jason Rohde is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Jennifer Wolfe is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 27 years of industry experience. She previously worked at Monona State Bank and LPL Financial before returning to Baird in 2024. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management through various separately managed account strategies, and utilizes internal research tools and manager monitoring in their advisory approach.

Tyler Schroeder is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 license and has been with Baird since 2017, after six years in a prior role at MattressFirm. Outside of his advisory work, he is a principal in several LLCs, including The BS Group LLC and The TCM Group LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual and institutional clients through a variety of financial planning and portfolio management services. The firm manages approximately $394 billion in assets and employs a mix of manager-traded and model-traded strategies, supported by internal research and technology including artificial intelligence.

Benjamin Heidemann is a financial advisor at Ameriprise in Madison, WI, holding Series 63 and Series 65 designations with 11 years of industry experience. He previously worked at firms including Retirement Income Strategies, eCIO, and Principal Global Investors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm combines proprietary research and third-party data to provide strategies on asset allocation, withdrawal approaches, and Social Security claiming options within a defined investment framework.

Brianna Gardner is a financial advisor with Ameriprise in Verona, WI, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with advisors like Gardner.

Austin Nelson is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has a background that includes roles with the University of Wisconsin-Madison’s Department of Emergency Medicine and experience in basketball-related organizations. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of firm-offered and third-party advisory solutions.

Thomas Arnol is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo in various capacities since 2009. Arnol owns interests in Madison Wealth Management LLC and Arnol Group of Madison Wealth Management LLC, both investment-related businesses based in Madison, WI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

Heidi Gasser is a Series 66-licensed financial advisor with Ameriprise in Madison, WI, bringing eight years of industry experience. She has been with Ameriprise Financial Services since 2016, following a two-year period working at Dreams Bridal Boutique. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on income sources and tax-efficient withdrawal strategies.

Xun Liu is a financial advisor with Charles Schwab & Co., Inc. in Middleton, WI, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Schwab, Liu worked at J.P. Morgan Securities, LLC, and JPMorgan Chase Bank in Wisconsin. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.