Tracy Gundert is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her career in financial advising, she worked at Omnipress for 27 years. 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 and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Rodney Cupp is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has been with Cetera and its related entities since 2013. Outside of his advisory role, he owns a financial services business and is involved in the sale of fixed insurance products. He is also a partial owner of a family farm engaged in various agricultural programs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program structures.

Sandra Gehler is a financial advisor with Robert Baird & Co. in Verona, WI, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has been with Robert Baird & Co. since 1994 and has also worked with The Gray Companies since 1993. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of investment strategies.

Andrew Fritts is a financial advisor with LPL Financial in Madison, WI, holding Series 66 and Series 63 licenses and 23 years of industry experience. His prior roles include positions at BMO Harris Bank, Johnson Wealth Inc, Johnson Bank, and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

John Kanak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Justin Novara is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Madison, WI. He has been with LPL Financial and the University of Wisconsin Credit Union since 2014, working in roles related to investment sales and wealth management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management approaches.

Jean Modos is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Robert W. Baird. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Amruta Gupte is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2024, she worked at UW Credit Union from 2022 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jennifer White is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Jay Haselwander is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with LPL Financial since 2022 and previously worked with Cuna Brokerage Services, Inc. and Cuna Mutual group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Colleen Bowar is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2014. Outside of her advisory role, she assists with family farming operations during planting and harvest seasons and serves as trustee and executor for several family trusts and estates. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with support for trading, account administration, and custody.

Viktoria Nielsen is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2019. Outside of her financial advisory role, she is also a fitness instructor at Princeton Club East in Madison, Wisconsin. Robert W. Baird & Co.'s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Ryan Fountain is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He has worked with OSAIC Wealth Inc and Leighton Financial Services, LLC, among other organizations. In addition to his advisory role, he facilitates tax preparation services for clients through Full Spectrum Solutions, LLC. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to manage a wide range of investment portfolios.

Jon Richards is a financial advisor with RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Madison, WI. He holds the Series 66 credential and has two years of industry experience. Prior to joining RBC Wealth Management in 2024, he worked at Maplelag Resort and AgCountry Farm Credit Services and has experience at the University of Wisconsin-Eau Claire and Rensselaer Polytechnic Institute. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Jim Solberg is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant and Financial Representative at Fidelity Investments, accumulating experience from 2021 to 2025. He began his career at Northwestern Mutual Insurance, where he was a Financial Advisor from 2019 to 2020 and a Financial Representative from 2018 to 2019. Throughout his career, Jim has focused on building lasting relationships with clients by understanding their individual goals, values, and concerns. He engages in a thoughtful discovery process to develop personalized financial plans tailored to each client's unique story and aspirations. Jim lives in Wisconsin with his wife and three sons, including twins. Outside of his professional life, he enjoys baseball, comedy, fitness, football, golf, and attending social events with friends.

Joseph Dwyer is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with LPL Financial and has held prior roles at Northwestern Mutual and other firms. In addition to his advisory work, he is also licensed as an attorney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Patrick Rohde is a financial advisor with Morgan Stanley in Middleton, WI, holding the Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and participates as an unpaid volunteer coach for Madison Youth Football. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

William Mowbray is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including eight years with Securities America Advisors and over two decades at Baer Insurance Services LLC. He is also involved in life insurance sales through Legacy Advisor Network and serves as President Elect of the Rotary Club of Madison West Middleton. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, corporations, and charitable organizations through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers a broad range of services including brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Kirk Hager is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2024. He previously worked at UBS Financial Services Inc. for 11 years. Outside of his advisory role, Hager serves as Treasurer for West Athletic Boosters, Inc. in Madison, WI. He is part of the DDK Group within Baird’s Private Wealth Management department, which offers a range of financial planning and portfolio management services to individual, corporate, pension, and charitable clients. The firm employs manager-traded and model-traded SMA strategies, tax-management, direct indexing, and ongoing manager monitoring supported by internal research and AI tools.

Laurel Rice is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses and with 40 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and serves a diverse client base with broad retail and institutional offerings.