Thomas Fischer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual and various educational institutions. Mass Mutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized services such as divorce planning and estate-settlement programs.

Mark Goff is a financial advisor with Raymond James Financial in Madison, WI, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Raymond James since 1986 and currently leads Goff Wealth Management as CEO. Outside of his advisory role, he is involved in selling fixed annuities through insurance brokerage agencies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and incorporates analytical tools to support client goals, and it maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Kyle Boomgarden is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Judy Schindel CPA Inc and the University of Northern Iowa. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Betsy Fagen is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2002. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Michael Nowicki is a financial advisor at Thrivent Investment Management in Madison, WI, with 14 years of industry experience. He has been with Thrivent Financial for Lutherans since 2012 and holds Series 63 and Series 65 designations. 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 analyses covering a wide range of planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Christopher Wilbricht is a CFP® professional with over 31 years of experience at Primerica Advisors and Primerica Financial Services. He holds Series 63 and Series 65 licenses and has been with Primerica since the early 1990s. Outside of his advisory role, he owns MkItHpn, Inc., a legal entity formed to support Primerica business activities, and is involved in referring home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Dawson Schwengler is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, MML Investors Services LLC, MassMutual Life Insurance Company, and Marine Credit Union, among others. 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.

Maxwell Dowdy is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with firms including North Star Resource Group and Minnesota Life Insurance Co. Dowdy also engages in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and advisory services through a national network of advisors.

Ryan Wang is a financial advisor with Merrill in Madison, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, UW Credit Union, Aon, and experience in academia at Lake Forest College and Phoenix Country Day School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michelle Elmer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at the UW Medical Foundation for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Ryan Stephenson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and B. C. Ziegler and Company. 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, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Kevin Faulkner is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimberly Wenzel is a financial advisor with LPL Financial in Cottage Grove, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. She previously worked at BMO Harris Financial Advisors from 2015 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of a large network of advisors and discretionary assets.

Nicholas Amtmann is a Series 66-credentialed advisor at Cambridge Investment Research Advisors with one year of industry experience. His prior work includes roles at Atlas Wealth Advisers, Cambridge Investment Research Inc., Northwestern Mutual, and various positions outside financial services such as at Erin Hills and DoorDash. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Zachary Hentrich is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at The Legend at Bergamont for eight years and was employed at Edgewood College for four years. Outside of his advisory role, he is an assistant golf coach for a high school boys golf team and works part-time as a bartender. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed investment solutions and affiliated financial products through a nationwide network of over 23,000 advisors.

Joel Albers is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, Albers is involved in managing a small farming operation and serves on the Waunakee Boys Golf Booster Board, supporting the local high school golf program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority. The firm’s services cover a broad range of planning topics and allow clients to combine planning with managed accounts under a consolidated billing option.

Nicholas Deering is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at various firms including Cambridge Investment Research and Waddell & Reed. In addition to his advisory work, he is a part owner and active participant in accounting and public accounting firms, providing tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and comprehensive financial planning and consulting services.

Elizabeth Witzel is a financial professional with 12 years of industry experience, currently affiliated with Cetera. She holds the Series 63 and Series 66 designations. Her work history includes tenures at Cetera Wealth Services, North Star Consultants, and multiple financial services firms. Outside of her advisory role, she volunteers with Cure Local, a nonprofit organization involved in local charitable giving. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, financial planning services, and multiple program structures under discretionary and non-discretionary authorities.

Jacob Vehring is a financial advisor at Edward Jones in Madison, WI, holding CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. He previously worked at Lord Abbett & CO LLC for eight years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Stangel is a financial advisor at Stifel with 28 years of industry experience. He has held his current position at Stifel Nicolaus & Co., Inc. since 2009. He holds Series 63 and Series 66 licenses. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.