Ryan Schlimgen is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Morgan Stanley Private Bank. Outside of his advisory role, he is involved with Sports Info Solutions, where he records statistics at Wisconsin football games. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a wide range of investment services.

Michael Osterberg is a financial advisor at UBS Financial Services with a Series 66 designation. He joined UBS in 2024 and has prior experience at Heartland Credit Union and various roles in education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a wide range of wealth management and institutional trading services.

Lashell Lentz is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently serving at Morgan Stanley since 2013. She has held roles at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, Lentz is involved with the Girl Scouts of Badgerland Council as a board member and serves as a co-leader of a local Girl Scout troop; she is also a partner in an agricultural business, Boullion's Berries. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services that include but do not rely on individual security recommendations within standalone planning.

Brian Trefilek is a financial advisor at Ameriprise in Madison, WI, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior experience in various roles across multiple industries, including media and banking. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm serves clients with substantial investable assets and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Shayla Boyland is a financial advisor with Robert W. Baird & Co. in Madison, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Robert W. Baird since 2009. Outside of her advisory role, she serves as treasurer for the Madison Eastside Lacrosse Association, a nonprofit organization supporting youth and high school lacrosse teams. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Robbie Hipschman is a Planning Consultant at Fidelity Investments. In this role, he focuses on listening to clients' goals and co-creating financial plans tailored to their vision for the future. Robbie emphasizes open and honest communication, building lasting relationships, and providing financial education to improve clients' lives. Robbie has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Financial Consultant I before his current position. Prior to joining Fidelity, he worked as an Investment Coordinator at Northstar Resource Group and held positions as Relationship Banker and Universal Banker at Associated Bank. Outside of his professional work, Robbie has interests in art, board games, gardening, painting, pets, and writing.

Nabeel Qureshi is a Financial Consultant currently working at Fidelity Investments since 2023. His professional focus is on providing guidance and resources to individuals and families who aim to grow their personal, financial, and social capital for succeeding generations. Prior to his current role, Mr. Qureshi founded High Point Family Office LLC, where he worked from 2017 to 2023. He also held leadership positions as Chief Investment Officer, Chief Executive Officer, and Managing Member at Macro Trading Inc. from 2010 to 2016. Outside of his professional work, Mr. Qureshi has personal interests that include cars, comedy, fitness, outdoor adventures, and snowboarding.

Cherie Gon is a Series 66 credentialed financial advisor with Edward Jones in Middleton, WI, with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large network of financial advisors and branch offices nationwide.

Judith Martinez is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. She has been with UBS Financial Services since 2015 and holds a Series 66 license. Martinez is based in Madison, WI. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Walter Meanwell is a financial advisor at Wells Fargo Advisors in Madison, WI, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo-related firms since 2009. Outside of his advisory role, he serves as treasurer for the Bike Parks for Kids Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services using Wells Fargo research and tools, offering tailored recommendations delivered through meetings and written summaries.

Kyle Judd is a financial advisor at LPL Financial in Madison, WI, holding a Series 66 designation with 13 years of industry experience. He has been with LPL Financial since 2013. Judd is also involved with UW Credit Union as a Licensed Sales Assistant and manages Wealth Management services there through an LPL business DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Scott La Montagne is a financial advisor at Edward Jones with 18 years of industry experience and holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2019, he worked at Dwellworks Property Advisors and the State of Wisconsin Investment Board. He serves as an investment committee member for the Bethel Endowment Fund and is a board member of Bethel Lutheran Church in Madison, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Kelly Ploszaj is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and with one year of industry experience. Prior to joining Equitable Advisors, Kelly has worked in various roles including desk staff at Dragonfly Hot Yoga. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that includes LPL-sponsored programs and endorsed TAMPs.

Sara Musgrave is a financial advisor with Ameriprise in Baraboo, Wisconsin, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2021, she worked at Morgan Stanley and BMO Harris Financial Advisors. Outside of her advisory role, she is employed at The Swan Barn Door, LLC, an entertainment venue that hosts weddings and special events, where she performs serving and event setup duties. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily focusing on assets held in Ameriprise-managed accounts.

Jason Hatch is a financial advisor with Ameriprise in Fitchburg, WI, holding a Series 66 designation and 20 years of industry experience. His career includes 16 years at Waddell & Reed and ongoing involvement with his own business, JWH Group LLC. He serves on the boards of Bishops Bay Country Club and Saint Maria Goretti Athletic Board. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendations through a centralized consulting team.

Lori Brink is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 registrations and having six years of industry experience. Her prior roles include positions at Todd M. Mezrah & Associates Inc., M Holdings Securities, Inc., and Harvard Pacific. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting supported by proprietary and third-party research.

Michael Peterson is a financial advisor with LPL Financial in Barneveld, WI, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial (formerly LINSCO/Private Ledger Corp.) since 2001. Peterson serves as Village Board President in Barneveld, a role he has held since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alyssa Jo Chance is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and State Bank of Cross Plains. Outside of her advisory roles, she has been involved with The Operating Edge, The Clearing Space, and Chance Productions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Andrew Peters is a financial advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Arbor Point Advisors, VOYOS Development Group, LLC, and Trident Contract Management, LLC. Goldstein Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary assets across about 1,069 clients. The firm employs tailored discretionary strategies and model portfolios ranging from conservative to aggressive risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagement.

Kyle Kerkenbush is a CFP® with 18 years of industry experience, currently serving as an advisor at Goldstein Advisors, LLC since 2022. His prior experience includes roles at Kestra Investment Services LLC, Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. He is also an assistant coach for the Verona Youth Hockey association. Goldstein Advisors, LLC provides investment advisory and related services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.08 billion in discretionary assets across a team of ten advisors, offering tailored portfolio management, financial planning, pension consulting, and tax preparation services.