Gary Fossum is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He previously worked for SII Investments, Inc. for 12 years before joining LPL Financial in 2018. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Heitzkey is a financial advisor with Robert W. Baird & Co. in Belleville, WI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he serves as a board member on the investment committee of FlexPath Strategies, LLC, and works as an art teacher at St. Ambrose Academy. Heitzkey is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, employing a variety of investment strategies and management approaches tailored to client goals and risk profiles.

Amy Deterding is a financial advisor at Edward Jones in Verona, WI, holding a Series 66 credential with three years of industry experience. She has been with Edward Jones since 2013 in various roles. Deterding is also listed with the Wisconsin Election Commission, though without assigned responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Luedke is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and previously worked at CUNA Mutual Group for five years. Luedke serves as a board member on the investment committee of the Madison Public School Foundation. 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, and custody and brokerage services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Dennis Baker is a Certified Financial Planner (CFP®) with 35 years of industry experience. He is currently an advisor at LPL Financial and has previously worked at several firms, including Woodbury Financial Services and Baker & Launder Financial Services. Outside of his advisory work, Dennis owns and manages a solar energy LLC supporting a nonprofit ice arena and is involved in tax preparation and accounting services through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with model portfolios, third-party asset management, and technological tools while maintaining broad non-advisory financial activities and oversight of substantial discretionary assets.

Cory Meyer is a financial advisor at Edward Jones in Middleton, WI, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Meyer owns and manages hunting land through two entities in Wisconsin. 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 programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mandy Rochel is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Actuate Improvement, Kwik Trip, and the University of Wisconsin–Madison in various roles. Outside of her advisory work, she is a self-published author and also works in customer service at Legends at Bergamont Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models.

Ryan Jacob is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of advising, he manages a short-term rental property through Pine Haven Lodge LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 advisors.

John Pesh is a financial advisor at LPL Financial in Madison, WI, holding Series 63 and Series 66 designations with 24 years of industry experience. He has worked at LPL Financial since 2022 and previously served at CUNA Mutual Group and CUNA Brokerage Services, Inc. since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various platforms.

Amy Eppinger is a financial advisor with Robert Baird & Co., holding a Series 66 credential and two years of industry experience. Prior to joining Baird in 2023, she worked in education for over a decade, including roles at Portage Community School District and TriCounty Area Schools. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers a variety of services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Caden Lee is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Cambridge, Lee worked at MassMutual Life Insurance Company and MML Investors Services, LLC. Lee has additional work experience in the airline and fitness industries, as well as operating a personal business, C. Lee Enterprises LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies.

Anthony Francois is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked with the University of Wisconsin Credit Union since 2017 in addition to his role at 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 institutional platforms.

Jeanna Pipitone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010, with a six-year period involved in Faith Filled Farms. 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 searches, and customized performance reporting. Their advisory process incorporates centralized due diligence and may include ESG considerations, supported by affiliates offering implementation and portfolio services.

Stephanie Warren is a financial advisor with LPL Financial in Middleton, WI, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. Her career includes over three decades at M&I Marshall & Ilsley Bank and five years with 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Koenig is a financial advisor with LPL Financial, holding a Series 63 designation and over 34 years of industry experience. He has been with LPL Financial since 1995. 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 institutional platforms.

Scott Tauschek is a financial advisor at LPL Financial in Madison, WI, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2022, following 18 years at CUNA Brokerage Services and over two decades at Cuna Mutual Group. Tauschek is involved in executive benefits through CUNA Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions through a large network of advisors.

Todd Brewer is the Vice President and Branch Leader at Fidelity Investments. In his current role, he focuses on creating an environment where associates are empowered to deliver exceptional experiences and outcomes for clients. He is dedicated to helping both associates and clients feel confident about their financial futures while fostering collaboration and innovation within his teams. Todd's professional journey has been largely with Fidelity Investments, where he has held various positions since 1999. His experience includes roles such as Branch Service Manager, Regional Consultant, Financial Planning Consultant, and Financial Representative. Prior to joining Fidelity, he worked at American Express Financial Advisors as a Financial Advisor and Office Administrator. Outside of his professional responsibilities, Todd has personal interests that include baseball, cars, golf, motorcycles, music, and pets.

Andrew Roe is a Series 66-licensed financial advisor with Morgan Stanley, based in Middleton, WI, and has 15 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, N.A. Since 2017, he has worked directly with Morgan Stanley Wealth Management clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Jason Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has been with MassMutual Investors Services since 2008. Outside of his advisory role, he volunteers teaching financial literacy to high school students in Milwaukee and provides pro bono financial advice through the Foundation for Financial Planning. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved tools to develop client recommendations.

Chad Mueller is a financial advisor with LPL Financial in Madison, WI, holding Series 65 and Series 63 designations and bringing 16 years of industry experience. He previously worked with CUNA Brokerage Services, INC and CUNA Mutual Group for 16 years and has been with Summit Credit Union since 2022. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.