Earl Bischoff is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Thomas Cooke is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has been with UBS since 2021. Outside of his advisory role, he works seasonally as a ski and snowboard instructor at Devil's Head Resort and Convention Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and fiduciary financial planning.

Leah Mork is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has worked at several firms including Old National Bank and Bell Bank. Prior to her financial career, she was a full-time student for eleven years. Leah is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

David Mudd is a financial advisor with Robert Baird & Co. in Madison West, WI, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Robert Baird & Co. since 1999. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of traditional and non-traditional investment strategies.

Lauren Flynn is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this capacity, she works collaboratively with clients and their families to develop tailored financial plans. She emphasizes meaningful conversations to educate and empower clients, aiming to foster strong relationships through teamwork. Prior to her current position, Lauren held various roles in the financial services sector, including Associate Financial Advisor and Wealth Management Coordinator at TruStage in 2024, as well as a Private Markets Funds Alpha Intern at the State of Wisconsin Investment Board from 2021 to 2023. Outside of her professional work, Lauren has interests in comedy, concerts, fitness, food, social events with friends, and pets.

Paul Hees is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel and B. C. Ziegler and Company. He serves on the boards of the Pardeeville Area School District and the Pregnancy Resource Center and is a member of the Fellowship of Christian Athletes. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

Matthew Palm is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Robert W. Baird since 2024 and previously spent 10 years at UBS Financial Services. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Lindsey Casper is a financial advisor with Robert W. Baird & Co. in Madison West, WI, holding a Series 66 designation and eight years of industry experience. Her career includes multiple roles at Robert W. Baird since 2017 and prior positions at Concordia University Wisconsin. Outside of advising, she operates Leilani Flower Farm LLC, a small flower sales business. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and brokerage services, utilizing internal research and manager oversight to deliver both discretionary and non-discretionary investment strategies.

Shannon Davidson is a financial advisor with Robert W. Baird & Co. in Madison West, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 1999. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Rebecca Howard is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Thrivent, she held various roles including positions at Sonnenberg Schools and DDIS. She serves as a board member of the Cross Plains Chamber of Commerce, participating in community business initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and written recommendations across various financial planning topics. The firm offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement while maintaining separate services.

Dylan Peckham is a financial advisor at UBS Financial Services in Madison, WI, holding a Series 66 designation with five years of industry experience. His work history includes roles at UBS Financial Services since 2019 and prior experience at Gander Mountain and the University of Wisconsin Madison. Outside of his advisory role, Peckham has been involved in property management since 2023. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and research from its Chief Investment Office and global teams to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Andrew Drane is a Series 66-licensed financial advisor with Edward Jones in Madison, WI, where he has worked since 2017. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Saunders is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in client advisory.

Monnica Brunker is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Terso Solutions and ABB - Thomas & Betts Power Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Samuel Hinson is a financial advisor with Fidelity Investments in Middleton, WI, holding Series 63 and Series 65 credentials and one year of industry experience. He has worked previously at Keenan Financial and Trustage, and completed his education at the University of Wisconsin - Madison. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages both discretionary and non-discretionary advisory services.

Michael Stickney is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 42 years before joining OSAIC in 2025. Based in Madison, WI, Stickney has a long tenure in financial advisory roles. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, with a platform notable for its scale, affiliate network, and recent consolidation activity.

Michael Rendler is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and five years of industry experience. His career includes roles at Commonwealth Financial Network, Silver Leaf Investment Advisors, Global Atlantic Financial Company, and U.S. Bancorp. 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, model portfolio programs, third-party asset management, and institutional platforms.

David Paster is a financial advisor with Edward Jones in Middleton, WI. He holds the Series 66 designation and has industry experience dating back to 2026. Prior to joining Edward Jones, he worked at Booz Allen Hamilton from 2008 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Timothy Schneider is a financial advisor at UBS Financial Services in Madison, Wisconsin, holding a Series 66 designation with 23 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, Schneider owns residential properties that generate rental income. UBS Financial Services 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.

Nicholas Martin is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, and it offers expanded capabilities including derivatives and commodities through affiliated entities.