Gavin Jerg is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he held various roles including positions at Under Armour and Maple Bluff Country Club. He serves as a director of the Phi Sigma Phi Alumni Association at the University of Wisconsin–Madison. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Knaack is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has been with Robert Baird & Co. since 2014. 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 other institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Mark Towne is a financial advisor with LPL Financial in Mount Horeb, WI, holding Series 63 and Series 65 licenses. He has 34 years of industry experience, including 15 years at Century Securities Associates and one year at Stifel prior to joining LPL Financial in 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Deanna Miller is a financial advisor with OSAIC in Madison, WI, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Simon Quick Advisors, Proquility Private Partners, LLC, Form Wealth Advisors, and Raymond James Financial Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party managed-account solutions to construct portfolio strategies.

Ryan Witt is a Series 66 licensed financial advisor with five years of industry experience, currently with J.P. Morgan Securities. His prior roles include positions at Lincoln Financial Advisors Corporation, LPL Financial, and several regional banks. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Steckelberg is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at SagePoint Financial for 14 years before joining OSAIC in 2023. Steckelberg serves on the board of the nonprofit Glacier's Edge Council and is a partner at River Capital Management, where he oversees operations, recruiting, and training. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, offering integrated brokerage, advisory services, and access to third-party managers.

Chadwick Schloesser is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at SVA Plumb Wealth Management, NYLIFE Securities, New York Life Insurance, B.C. Ziegler and Company, Edward Jones, and Merrill. He serves on the Investment Committee and Finance Committee for the Capital Times Kids Fund, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes using firm-approved tools and supports a wide range of retail and institutional investment products.

Jason Maas is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, Maas serves as Vice President and Board Member of the Greater Madison Conservation Society and participates on the Investment Committee for the Overture Center for the Arts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a wide range of investment and capital markets services.

Jason Buehrle is a CFP® with 17 years of industry experience, currently affiliated with Ameriprise. He previously worked at Edward Jones for nine years and BMO Harris Financial Advisors for two years. He is a member of JAB LLC, a business involved in managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jordan Olson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual Life Insurance Company, along with earlier work in retail and arts-related positions. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various investment platforms and strategies, including proprietary models and third-party manager referrals, with features that support advisor business relationships and institutional-scale capabilities.

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 CFP® professional with 35 years of industry experience. He currently works at OSAIC and has previously held positions at Woodbury Financial Services, Baker Schultz Tax and Financial, and Baker & Launder Financial Services. Outside of financial advising, he is involved in a solar energy project supporting a nonprofit ice arena and participates in several real estate and tax preparation ventures. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services with an emphasis on asset allocation, risk management, and a broad range of investment products across discretionary and non-discretionary accounts.

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.