James Adamczyk is a financial advisor at Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements with employers.

Gregory Thoemke is a financial advisor with Ameriprise in New Glarus, WI, holding a Series 63 designation and 35 years of industry experience. He has worked with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he serves on several village government subcommittees in New Glarus and is chairman of both the Community Development Authority and the Tree Board. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports in partnership with financial advisors.

Edward Jaeger is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 28 years of industry experience. His work history includes roles at Canary Wealth Management, Independent Financial Partners, and LPL Financial, among others. He serves as a board member for the Madison St. Patrick's Day Parade in Madison, WI. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Charles Colletta is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior positions include roles at MassMutual Life Insurance Company and Northwestern Mutual. Outside of advising, he serves as Vice President of Business Development at a property management and cleaning services company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and provides various educational programs and specialized planning services.

Cheryl Schweiger is a financial advisor with Edward Jones in Madison, WI, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.

Jeffrey Prebish is a Series 63 credentialed financial advisor with Edward Jones in Madison, WI, where he has worked since 1993, totaling 32 years of industry experience. He also serves as an instructor at Madison Area Technical College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Nicholas Palm is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2016 to 2024. Outside of his advisory role, he serves on the board of the Endres Manufacturing Foundation, a charitable organization focused on community giving in areas such as education, technology, business, environmental issues, the arts, and human services. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.

Lisa Murphy is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering customized recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficient strategies to support clients’ retirement income needs, emphasizing assets managed within Ameriprise accounts.

Kristy Reed is a financial advisor with Ameriprise in Monona, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in business ownership related to auto warranty insurance and commercial real estate. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Jacob Hamus is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to joining Ameriprise, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. He serves on several nonprofit boards, including The River Food Pantry and the American Family Children’s Hospital Development Partners Advisory Board. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients with substantial investable assets and integrates advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nina Severini is a financial advisor with RBC Capital Markets in Madison, WI, holding a Series 66 designation and 24 years of industry experience. She joined RBC Capital Markets in 2018 after two years with Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services, supported by RBC’s capital markets capabilities and affiliated asset management firms.

Aaron Lawry is a financial advisor with LPL Financial in Middleton, WI, holding a Series 66 credential and having 20 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and Edward Jones. He also provides investment services through the University of Wisconsin Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including model portfolio programs and institutional platforms.

Timothy Schiefelbein is a CFP® professional with 20 years of experience, currently serving as an advisor at LPL Financial in Madison, WI. His work history includes roles at University of Wisconsin-Credit Union since 2018, as well as previous positions at Securities America Advisors and Baer Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides various investment strategies through a large network of representatives, combining model portfolios, third-party management options, and custom strategies supported by advanced operational tools.

Michael G. Bell is a CFP® and ChFC® professional with 32 years of experience in financial services, currently serving at UBS Financial Services since 2013. He is a member of Pension Consulting Group, LLC, which provides qualified plan services. Bell also serves as an advisory group member for the Foundation for Madison's Public Schools, reviewing financial performance and budgets. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Forrest Gilbertson is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Morgan Stanley and its affiliates since 2018 and joined Ameriprise Financial Services in 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Christopher Spaith is a financial advisor at Ameriprise in Madison, WI, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at firms including Empower Advisory Group, Madison Investments, and TIAA-CREF. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Lauri Sperfslage is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has operated Lauri Sperfslage LLC since 2016. Outside of her advisory work, she is involved in agricultural land management in Iowa. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consultative approaches supported by advanced analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Jonathan Burns is a CFP®-designated financial advisor with Raymond James Financial, based in Madison, WI, with 17 years of industry experience. His prior roles include positions at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is an associate at Tactical Financial Group, where he meets with and services clients. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary advice using analytical tools and supports client implementation through various advisory programs.

Leo Urzagaste is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He is focused on connecting clients with ideas, tools, resources, and strategies to help build personalized financial plans and achieve their objectives. Prior to this, he served as a Financial Representative at Fidelity Investments from 2022 to 2024. Before joining Fidelity Investments, Leo worked as a Financial Specialist at the University of Wisconsin Credit Union from 2020 to 2022. Throughout his career, he has developed expertise in understanding clients' unique needs and tailoring financial plans accordingly.

Guy Stratton is a financial advisor with Edward Jones in Waunakee, Wisconsin, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at BMO Private Bank/Wealth Management for 16 years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, supported by a large network of financial advisors and branch offices nationwide.