Charles Bogue is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked in wealth management and participated in Brewers Baseball Academy Camps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Thomas Dunn is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Pruco Securities, MassMutual Life Insurance Company, and Thompson Investment Management. He also operates Thomas Bradley Insurance, providing property and casualty as well as non-variable insurance services. LPL Enterprise serves a diverse client base that includes individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a large network of investment adviser representatives.

Anne Hughey is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with UBS since 2013. In addition to her advisory role, she works as an independent insurance agent specializing in life, accident, and health insurance through Compass Benefits Specialists, LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

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 financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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 with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory work, 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 serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop recommendations delivered in meetings and written summaries.

Kyle Judd is a Series 66-licensed financial advisor with LPL Financial in Madison, WI, where he has worked since 2013, totaling 13 years of industry experience. He is also involved with the University of Wisconsin Credit Union, serving as a Licensed Sales Assistant and providing wealth management services affiliated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to her current role, she has held various positions across retail and education sectors, including desk staff at Dragonfly Hot Yoga. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

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 designations and six years of industry experience. Her prior roles include positions at Todd M. Mezrah & Associates, M Holdings Securities, Harvard Pacific, and Colliers International. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Peterson is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial or its predecessor since 2001. In addition to his advisory work, Peterson serves as the Village Board President and previously as a Village Trustee in Barneveld, Wisconsin. 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 portfolio management solutions, utilizing both proprietary and third-party strategies across strategic, tactical, and alternative investments.