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.

Michael Kock is a CFP® and ChFC® professional with 27 years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and First Heartland Consultants, Inc. Outside of his advisory role, he is a managing member of K+M Acres and K Club LC, and a co-owner of Camp Spike Buck II, LLC, which operates a hunting cabin. 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 and third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Todd Rendler is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Silver Leaf Advisors, LLC, Rendler and Associates, LLC, and Commonwealth Financial Network. Rendler also owns Rendler Sales Consulting, an independent insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

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.

Christopher Alexander is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience at Citigroup Global Markets. Outside of his advisory work, he serves as the head coach of the Junior Varsity football team at Sun Prairie East High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of individual financial advisors and employer-based agreements.

Jeremy Appleton is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Middleton, WI. His career includes roles at Morgan Stanley Private Bank, N.A., and prior experience with CUNA Brokerage Services, Inc. and Cuna Mutual Group. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jordan Smith is a Series 65-licensed financial advisor with four years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and Kock Financial. Outside of advising, he has experience at Hawks Landing Golf Club and the University of Wisconsin-Madison. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides various investment solutions including model portfolios, third-party management, and institutional platforms.

David Tansor is a financial advisor with LPL Financial in Madison, WI, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His career includes roles at CUNA Mutual Group, Mutual of Omaha, Chase Investment Services, and Charles Schwab. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Molly Konefes is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and Merrill Edge. MassMutual Investors Services 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, with planning engagements structured as annual collaborative relationships using firm-approved analytical tools.

Ryan Beckwith is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS Financial Services since 2013. Beckwith serves on the board of directors for the Otto and Carol Gebhardt Foundation, a charitable organization based in Mercer, WI. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and comprehensive capital markets services.

Katherine Fletcher Froese is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020. Prior to her career in finance, she was employed at Chevron from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Joseph Mccormick is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has held roles at several firms, including CUNA Mutual Group, North Star Resource Group, and Securian Financial Services. 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 financial planning and investment services, including model portfolio programs and institutional platforms, supported by a large network of advisors and advanced research and operational tools.

Joseph Bozo is a financial advisor at Cambridge Investment Research Advisors in Middleton, WI, with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cambridge Investment Research Advisors, he worked at MassMutual Life Insurance Company and MML Investors Services, LLC. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jake Rebholz is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience working in various industries, including roles at FreshFin, Kwik Trip, Hawks Landing Golf Club, and Draft House Bar & Restaurant. Equitable Advisors serves a broad client base ranging from individuals and pension plans to corporations and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm relies on a combination of third-party advisory programs and proprietary resources to deliver tailored investment solutions.

Chad Thomley is a CFP® professional with 34 years of industry experience, currently serving at Thrivent Investment Management in Madison, WI. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive written recommendations across various planning areas without implementation services. The firm combines holistic, goal-based analyses with flexible service options, including a managed-account program under a consolidated billing system called “WealthPlan.”

Alex Brost is a Planning Consultant at Fidelity Investments, a role held since 2024. In this capacity, Alex collaborates with clients to develop and adapt financial plans that align with their personal values and changing life circumstances. Prior to joining Fidelity Investments, Alex gained experience as a Retirement Plan Advisor at Empower Retirement from 2019 to 2024 and worked as a Financial Representative at Northwestern Mutual from 2016 to 2017. This background includes expertise in retirement planning and financial representation. Outside of work, Alex engages in family activities and fitness pursuits, including golf, snowboarding, tennis, and parenthood.

Michael Palm is a CFP®-designated financial advisor with Robert W. Baird & Co., bringing 38 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Baird in 2024. Outside of his advisory role, Palm serves on the advisory committee for the Sinsinawa Dominicans and the advisory council to the Board of Directors for the Society of St. Vincent de Paul. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay approaches tailored to client goals and risk tolerances.

Tami Salzwedel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Rendler and Associates, LLC since 2004 and joined LPL Financial in 2026. 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 and access to model portfolios and third-party asset managers.

Frank Janowitsch Jr. is a financial advisor with Ameriprise in Madison, WI, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior work includes roles at JWH Group LLC and Waddell & Reed, Inc. He is a 50% partner in JWH Group LLC, a passthrough investment-related entity. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.