Caden Lee is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of his advisory role, he has been involved with C. Lee Enterprises LLC, an entrepreneurial venture. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and multiple platform arrangements.

Anthony Francois is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked with the University of Wisconsin Credit Union since 2017 in addition to his role at LPL Financial. 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 portfolios, third-party asset management, and institutional platforms.

Jeanna Pipitone is a financial advisor with J.P. Morgan Securities in Madison, WI, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010, and from 2014 to 2020, she was involved with Faith Filled Farms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephanie Warren is a financial advisor with LPL Financial in Middleton, WI, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. Her career includes over three decades at M&I Marshall & Ilsley Bank and five years with LPL Financial. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Koenig is a financial advisor with LPL Financial, holding a Series 63 designation and over 34 years of industry experience. He has been with LPL Financial since 1995. 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 portfolios, third‑party asset management, and institutional platforms.

Scott Tauschek is a financial advisor at LPL Financial in Madison, WI, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2022, following 18 years at CUNA Brokerage Services and over two decades at Cuna Mutual Group. Tauschek is involved in executive benefits through CUNA Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions through a large network of advisors.

Todd Brewer is the Vice President and Branch Leader at Fidelity Investments. In his current role, he focuses on creating an environment where associates are empowered to deliver exceptional experiences and outcomes for clients. He is dedicated to helping both associates and clients feel confident about their financial futures while fostering collaboration and innovation within his teams. Todd's professional journey has been largely with Fidelity Investments, where he has held various positions since 1999. His experience includes roles such as Branch Service Manager, Regional Consultant, Financial Planning Consultant, and Financial Representative. Prior to joining Fidelity, he worked at American Express Financial Advisors as a Financial Advisor and Office Administrator. Outside of his professional responsibilities, Todd has personal interests that include baseball, cars, golf, motorcycles, music, and pets.

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.

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 based in Madison, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Summit Credit Union and CUNA Mutual Group. 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 financial planning and investment services, including model portfolios, third-party management access, and institutional platforms, supported by a large network of over 22,800 advisors and extensive non-advisory financial activities.

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.

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 with Cambridge Investment Research Advisors in Middleton, WI. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, MML Investors Services, LLC, and several other financial firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

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.”