Mark Murray is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Sean Wayne is a financial advisor with Ameriprise in Waunakee, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Wayne serves on the Board of Directors for the UW-Whitewater Foundation. Ameriprise provides retirement-income planning services tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jackson Clements is a financial advisor at OSAIC with a Series 65 designation and three years of industry experience. His prior work includes roles at Commonwealth Financial Network and Midwest Financial Group, as well as positions outside the financial sector such as at Ace Hardware. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Austin Streeper is a financial advisor with Cetera in Madison, WI, holding a Series 66 license and having 16 years of industry experience. His prior work includes roles at Securian Financial Services, Inc. and CRI Securities, LLC. Outside of advisory work, he serves on the board of The Canopy Center and participates in local community outreach through 100 Men of Dane County. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Avery Romano is a Series 66-licensed financial advisor with Edward Jones in Middleton, WI, starting in 2024. Prior to joining Edward Jones, Avery worked at several firms including Milan Laser and Bank of Sun Prairie, with a background that includes roles in banking and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Kayla Nikula is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. She has worked at firms including North Star and Securian Financial Services Inc. Outside of advising, she serves as president of the Argyle Community Parks Foundation, a nonprofit focused on fundraising and developing playground equipment. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, blending discretionary and non-discretionary strategies executed through multiple program structures and custodial relationships.

Thomas Fisher is a financial advisor with Merrill in Madison, WI, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and U.S. Bank. He served six years in the Army National Guard and worked in various capacities outside finance, including positions at Fahrner Asphalt Sealers LLC and Blue Sky Satellite Services Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Hayward is a financial advisor with Merrill in Madison, WI, holding the Series 66 designation and with 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Equitable Advisors, Axa Advisors LLC, Joshua Kosnick, and Northwestern Mutual Investment Services LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Cavi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in areas including divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Peter’s approach emphasizes thorough diligence in developing financial strategies tailored to his clients’ goals, focusing on preparation for future financial uncertainties and coordinating efforts with other professionals such as accountants and estate planning attorneys. Peter holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Plan Fiduciary Advisor designation, the Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™ designations, as well as credentials as a Personal Investment Advisor and Retirement Benefits Consultant. He earned a Bachelor of Science degree in Mechanical Engineering from the University of Illinois at Urbana-Champaign and a Master of Management degree from the J.L. Kellogg Graduate School of Management at Northwestern University. Within his community, Peter serves on the Community Grants and Foundation Investments Committees of the Rotary Club of Madison and is a board member of the Wisconsin Association of Charitable Gift Planners, supporting its programming. Outside of his professional and volunteer commitments, he enjoys golfing, music, and traveling.

Adam Schinke is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based financial planning and offering a consolidated billing option called “WealthPlan” that separates planning from managed-account services.

Daniel Record is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in education at ConVal Regional High School and Hillsboro-Deering Elementary School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kylie Cagle is a financial advisor at Osaic Wealth with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Sagepoint Financial and Sam Greco and Associates Financial Resources. Outside of her advisory role, she conducts life insurance and fixed annuity sales through a sole proprietorship and serves as a notary public in Wisconsin. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple investment programs delivered through an extensive affiliate network.

Sharon Blechinger is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. She has 30 years of industry experience, including six years at Northwestern Mutual Investment Management prior to joining Cambridge in 2010. Outside of her advisory work, she is co-owner of a family farm in Mazomanie, Wisconsin. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Tiffany Miller is a Series 66-licensed financial advisor with Edward Jones in Madison, WI, with four years of industry experience. Prior to joining Edward Jones, she was associated with Ruby Ribbon and Young Living, where she acted as a distributor of essential oils. 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 solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Megan Mitby is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2011. She is also associated with the Princeton Club. Megan 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Elizabeth Gawronski is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2020. Prior to joining Morgan Stanley, she was employed at Essence Global and Brand Networks. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with clients responsible for implementation and updates.

Michael Patterson is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 credentials and 51 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagement and corporate financial planning agreements.

Jacob Pape is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at The Peoples Community Bank, Northwestern Mutual, and University of Wisconsin Milwaukee. Outside of advisory work, he has experience in the recreational and utility sectors, including a role at Noah's Ark Waterpark. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Chad Winklepleck is a financial advisor with Edward Jones in Oregon, Wisconsin, holding the Series 63 designation and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as Vice President of the local Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kira Harris is a financial advisor with LPL Financial based in Madison, WI, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Johnson Financial Group and LL Financial LLC. 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, model portfolio programs, third-party asset management, and institutional platforms.