Rachel Roth is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, she worked at Northwestern Mutual and Janesville School District. Outside of her advisory role, she also works as a pet sitter through the Rover app. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on topics such as retirement, tax, estate, and business continuation without discretionary trading authority, and it allows clients to combine planning with managed accounts under a consolidated billing option.

Nolan Dunn is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Trane Technologies and operated Dunn Brothers Painting for five years. He has also spent time in educational roles at Middleton High School and Glacier Creek Middle School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm emphasizes matching clients to program models or discretionary managers, utilizing a range of third-party advisory programs and investment products.

Christopher Yesbeck is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird since 2009 and previously worked at Wells Fargo Clearing. Yesbeck holds a Series 63 designation. He 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. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services.

Jennifer Tratnyek is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and recent industry entry beginning in 2024. Prior to joining Baird, she spent over a decade affiliated with the University of Wisconsin - Madison. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio management services. The firm offers a range of investment strategies and overlays, including traditional and non-traditional allocations, municipal advisory, and public finance services.

Benjamin Wierwill is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2009, including with Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market modeling techniques.

Terri Normington is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. Her career includes roles at Cuna Mutual Group and CUNA Brokerage Services, Inc., where she worked for over a decade before rejoining LPL Financial. 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 portfolios, third-party asset management, and retirement advice, supported by advanced research and operational tools.

Katie Linhart is a financial advisor at UBS Financial Services with four years of industry experience. She has been with UBS since 2019 and holds a Series 66 designation. Prior to joining UBS, she worked at Eppstein Uhen Architects, Fiduciary Management, Inc., and the Kimple Family. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services through its platform.

Benjamin Plucker is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2023. Outside of his advisory role, he owns and operates a retail business, BLP Cellars, and a tax preparation service, BLP Accounting, and serves as president of the Daybreak Valley HOA board of directors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.