Timothy Pederson is a Series 63 and Series 66 credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has been with Thrivent since 2007 and has served as a board member for the Hope for Gus Foundation since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning that can be delivered as a one-time or ongoing engagement without discretionary trading authority.

Douglas Bray is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and over 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, NA since 2003. 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 within a non-discretionary advisory framework. The firm’s approach combines quantitative and qualitative due diligence with forward-looking market assumptions and incorporates ESG criteria in its recommendations.

Jessica Beinlich is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2006. Outside of her advisory role, she serves as a committee member for the Girl Scouts of Wisconsin Badgerland Council, providing guidance on financial planning and investment policies. RBC Wealth Management, a division of RBC Capital Markets, offers a broad range of advisory programs and services to individual investors, institutions, and charitable organizations. The firm customizes investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers while providing a variety of portfolio management options.

Suzanne Tonelli is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. Her prior roles include positions at CUNA Brokerage Services and CUNA Mutual Group, as well as an earlier tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various investment models and technologies to support account management across a broad client base.

Jon Bloomer is a financial advisor with Ameriprise in Verona, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Ameriprise in 2020. Bloomer is also a co-owner of Arena Capital Management, an investment-related business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers these services through a centralized consulting team and integrates algorithmic automation with oversight to tailor client recommendations.

Jody Brown is a CFP® and ChFC® professional with 26 years of experience in the financial services industry. She has worked with Cuna Mutual Group and Cuna Brokerage Services, Inc. before joining LPL Financial, where she has been an advisor since 2022. 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 financial planning and asset management services, utilizing various model portfolios and third-party subadvisors, supported by advanced operational tools.

Raymond Cisneros is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has four years of industry experience, including roles at BMO Harris Bank, Northwestern Mutual, and Associated Bank. His background also includes work with the Space Science and Engineering Center and Nike. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a combination of manager- and model-traded strategies, tax management, and internal research tools.

Sean Mahlik is a financial advisor with Robert Baird & Co. in Madison West, WI, holding Series 63 and Series 66 licenses and has eight years of industry experience. He has worked at Robert Baird & Co. since 2019, with prior experience at U.S. Bancorp Investments and U.S. Bank from 2016 to 2019. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, 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 alongside internal research and tools.

Joseph Hammer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Ian's Pizza and involvement with the Mauston School District. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight through affiliated or unaffiliated sub-advisers.

Eric Lanning is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Wells Fargo Clearing for 10 years and held roles at Morgan Stanley from 2007 to 2013. Lanning has ownership interests in Madison Wealth Management, LLC and The Lanning Group LLC, both investment-related businesses based in Madison, WI. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized business-owner transition planning. The firm combines advisory services with other financial products and referral channels, catering to clients who meet specific net-worth criteria.

Carolyn Toenges is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she held roles at Generations Title Company and Brew City Pizza. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Hunter Glauhs is a financial advisor with OSAIC based in Madison, WI. He holds a Series 66 designation and has one year of industry experience, including prior roles at The Capital Group and Metro Kia of Madison. Outside of finance, he has experience working in hospitality at Whiskey Jacks Saloon Bar. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party programs to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jay Haberkorn is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he co-owns a vacation property with his wife. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary advice through a centralized consulting team.

Hans Johnson is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 65 designations and 48 years of industry experience. He has been with Merrill for 50 years and affiliated with Bank of America, N.A. for 15 years. Johnson is involved as a power of attorney for a for-profit investment-related business associated with his spouse. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Earl Marquardt is a financial advisor with LPL Financial in Waunakee, WI, holding CFP® and ChFC® designations and having 30 years of industry experience. He has worked at LPL Financial since 2003 and previously spent five years at Merrill. He also operates Marquardt Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Steven Gillingham is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Kimberly Barfknecht is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and nine years of industry experience. She has worked at LPL Financial since 2017 and at Old National Bank since 2014. Additionally, she is a commissioned notary in Wisconsin. 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 provides advisory and brokerage services through a large network of representatives, offering access to model portfolios, third-party asset management, and institutional platforms.

Derrick Meier is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Johnson Financial Group, U.S. Bancorp Investments, U.S. Bank, and Thrivent Financial. Outside of his advisory role, he serves as an assistant golf coach for the Waunakee Boys Golf Team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, utilizing various investment strategies and platforms.

Tatiana Dickey is a CFP®-certified financial advisor with eight years of industry experience. She is currently with LPL Financial in Waunakee, WI, where she has worked since 2019, previously holding roles at BMO Harris Financial Advisors and BMO Harris Bank. 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, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Jeffrey Blum is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. His previous roles include positions at CUNA Brokerage Services, CUNA Mutual Group, and Merrill. 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 services including financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.