Trevor Linke is a financial advisor based in Fitchburg, WI, affiliated with Cambridge Investment Research Advisors. He holds a Series 66 designation and has professional experience that includes roles at Foundation Finance Company, Banner Banks, and JT Global Enterprises LLC, as well as involvement with T&C Forestry for over a decade. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementation options and maintains both proprietary and third-party model strategies.

Pamela Vander Sanden is a Series 66 licensed financial advisor with Edward Jones in Madison, WI, where she has worked since 2014, totaling 12 years of industry experience. Outside of her advisory role, she is involved in concession work at University of Wisconsin sporting events and also works as a sales consultant for Norwex. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a wide network of advisors and branch offices nationwide.

Rebecca Kirchberg is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with Primerica Financial Services since 2010 and PFS Investments Inc. since 2008. Outside of her advisory role, she is licensed as a midwife and works as a doula, committing significant time to these activities. Primerica Advisors is a large institutional firm that provides wrap-fee asset management programs primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and offers custodial and trade execution services through Pershing.

Markus Goff is a financial advisor with Raymond James Financial in Madison, WI, holding a Series 66 designation and six years of industry experience. He has worked with Raymond James Financial Services since 2018 and was affiliated with Goff Wealth Management from 2023 to 2025. Prior to his financial services career, he spent time at The Grounds Guys and the University of Wisconsin. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory solutions and maintains capabilities in public finance through an affiliated network.

Karl Dettmann is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, including 12 years at Northwestern Mutual Wealth Management Company. Outside of his advisory work, he owns Dettmann Vineyards, a hobby vineyard in Wisconsin. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements and offers specialized services such as divorce planning and estate-settlement programs.

Fiorella Falcon Franzer is a financial advisor with Merrill based in Madison, WI, holding a Series 66 designation and nine years of industry experience. She has been affiliated with Bank of America and Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment offerings with Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Justin Kelly is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Madison, WI. He has recent experience with Thrivent Financial and its investment management division, and previously worked at Princeton Club West and Kelly Home Improvement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses and planning without discretionary trading authority. Their approach includes a consolidated billing option combining planning and managed-account services, with ongoing reviews typically conducted annually.

Olusegun Osayemi is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. His background also includes roles outside finance, such as involvement with Brew Fitness and several community organizations in Milwaukee. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Paul Blaney is a financial advisor with Charles Schwab in Middleton, WI. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at Scottrade Securities and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Steven Kessenich is a financial advisor at OSAIC with 52 years of industry experience. He has worked at Woodbury Financial Services for 18 years and has been the owner of Kessenich & Co., Inc. since 1971, where he also sells life, disability, and long-term care insurance. OSAIC serves a diverse group of clients, including individual investors, pension plans, corporations, and charitable organizations, offering brokerage, advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers.

Kristi Berg is a financial advisor with Ameriprise in Deerfield, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Bank. Berg is also the owner of Kberg Operations LLC, which manages her Ameriprise business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized consulting team to support clients’ retirement planning needs.

Matthew Cuplin is a CFP® professional with 18 years of industry experience. He is currently with Osaic Wealth and has previously worked at Commonwealth Financial Network and SII Investments Inc. Cuplin is a co-owner of Midwest Financial Group, a private entity that provides tax services in addition to securities and advisory business. Osaic Wealth serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs various asset-allocation tools and third-party solutions to construct and manage client portfolios.

Lauren O'Brien is a financial advisor with Edward Jones in Waunakee, WI, holding CFP®, Series 65, and Series 63 designations. She has 12 years of industry experience, including five years with Ameriprise Financial Services prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Bryan Althouse is a Series 66-licensed financial advisor with Ameriprise in Madison, WI, and has nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he serves on the Board of Directors for the Dane County Humane Society. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Michelle Zebrowski is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Morgan Stanley, Target, Northwestern Mutual, the University of Wisconsin - Madison, O'Connell Pharmacy, and UW Credit Union. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Pamela Gabrish is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and five years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she works as a personal trainer and group exercise instructor at a local health club. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and delivers advisory services through a large network of advisors across numerous offices.

Joseph Goldfine is a financial advisor with Robert W. Baird & Co. in Janesville, WI. He holds a Series 66 designation and has three years of industry experience. Prior to joining Baird in 2023, he was involved with SP3 LLC dba Peqoud Distribution and Octopi Brewing Company. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

David Ohlrogge is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He has held positions at Thrivent Financial since 2014 and at Thrivent Investment Management since 2013 and holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning relationships. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option while keeping the two services separate.

Michael Nofsinger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Primerica Financial Services since 2007. In addition to advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Vachelle Fleming is a Series 66 licensed financial advisor with Thrivent Investment Management in Sun Prairie, Wisconsin. She has five years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Prior to her financial services career, she worked at Living Water Church and O'Connell Pharmacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementing those recommendations. The firm delivers holistic, goal-based analyses and enables clients to combine planning with managed-account programs under a consolidated billing option.