Julie Baertschi is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and with 20 years of industry experience. Her prior roles include positions at LPL Financial, BMO Harris Financial Advisors, and M&I Investment Management Corp. She is also a signer on bank accounts for Mountain View Mobile Home Park, a real estate-related business. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Logan Falk is a CFP® professional with 11 years of industry experience currently affiliated with LPL Financial. He has previously worked with Charles Schwab and U.S. Bancorp Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services supported by proprietary and third-party research.

Ryan Dunton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before joining Fidelity, Ryan was a Financial Advisor within Global Wealth & Investment Management at Merrill Lynch from 2018 to 2022, and he also completed an internship in the same division at Merrill Lynch in 2017. Ryan partners with clients to understand their unique goals, priorities, and needs, helping them create customized financial plans and strategies that align with their lifestyles and life events. He emphasizes education, guidance, honesty, and trust as foundational elements of his client relationships.

Lisa Stein is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and six years of industry experience. Her background includes roles in education with the Madison Metropolitan School District, Sun Prairie Area School District, Cooperative Educational Services Agency #4, and the Department of Public Instruction. She also engages in sales of investment and loan products, as well as referrals for home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a percentage-based wrap fee structure.

Sean Finley is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Alexander Aderman is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 12 years of industry experience, including prior roles at New York Life and Eagle Strategies. Outside of advising, he is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software to analyze client goals and delivers written recommendations through annual, collaborative planning relationships.

Daniel Norman is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Raymond James Financial since 2009. Norman also has a long-standing association with Argent Capital and Raymond James Financial Services dating back to 2007. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm utilizes tailored, non-discretionary planning supported by analytical tools and provides specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Hughey is a financial advisor with LPL Financial, holding the Series 66 designation and having 20 years of industry experience. His prior roles include positions at A&M Wealth Management and Waddell & Reed. He has also served on the board of the Wisconsin DeMolay Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Vihan Patil is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Ingenero Inc., Wisconsin Union, and AERIE Preferred Financial Group, as well as academic positions at the University of Wisconsin-Madison and Vellore Institute of Technology. Equitable Advisors serves individuals across the wealth spectrum, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses a combination of firm-offered programs and third-party advisory models, focusing on personalized risk assessment and portfolio management without sponsoring its own wrap fee program.

Blake Peterson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017. Peterson is also employed by JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through an Institutional Consulting Services program that emphasizes quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mathew Noel is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with affiliated Mass Mutual entities since 2016. Noel is also involved in servicing equity index annuities and acts as an agent for individual life insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management services using firm-approved analytical tools and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Kristin Braska is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at City National Bank, Charles Schwab, LPL Financial, INVEST Financial Corp., and Johnson Bank. She serves as a committee member of the Steeplechase Condominium Association, where she participates in auditing spending and investment discussions. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations with a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies implemented through a mix of in-house and third-party managers, and is supported by the resources of RBC Capital Markets and its affiliated asset managers.

Andrew Lochner is a financial advisor at Ameriprise in Madison, WI, holding a Series 66 designation with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves as a trustee for Veterans of Foreign War Post 1318, where he attends monthly meetings and audits financial transactions. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, focusing on those with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients maintaining Ameriprise-managed accounts.

James Hodge is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has worked at Robert Baird & Co. since 1996 and has also been affiliated with Northwestern Mutual Investment Services, LLC since 2005. Outside of his advisory work, he serves as a board member for Cargill Methodist Church and Wellntel, Inc., and is a 50% owner of The Good Acres, LLC farmland. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by in-house research and a variety of manager-traded and model-traded strategies.

Marc Haberli is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Epic Systems Corporation for 27 years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Schuh is a financial advisor with Cambridge Investment Research Advisors in Madison, WI. He holds the CFP® and ChFC® designations as well as the Series 66 license and has five years of industry experience. His previous roles include positions at Turnhall Financial, Outdoor Pursuits, Wintrust Mortgage, and the University of Wisconsin-Milwaukee. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm offers multiple investment platforms and proprietary model strategies, combining discretionary and non-discretionary approaches tailored to client objectives.

Neal Andrews is a financial advisor with Primerica Advisors in Madison, WI, holding the Series 63 and Series 65 licenses and with seven years of industry experience. He has been affiliated with PFS Investments Inc. since 2018 and has worked with Primerica Financial Services since 2016. He also has teaching experience at Madison College spanning over 19 years. Andrews is involved in sales of loan products and home-related services through affiliate companies of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors as well as corporate and charitable clients. The firm uses model-driven investment strategies overseen by third-party managers and supports account custody and trade execution through established financial services providers.

John Litscher is a CFP® professional with 26 years of industry experience, currently serving with Osaic since 2025. He previously worked for 25 years at Lincoln Financial Advisors and Lincoln National Life Insurance Company. Litscher is a board member of Summit Credit Union and holds insurance agent roles offering life, disability, long-term care, and health insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.

Sandra Woods is a Series 66-licensed financial advisor with 22 years of industry experience, currently with Edward Jones since 2009. Her prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Invest Financial Corporation. Outside of her advisory work, she is involved in a rental business in North Port, Florida. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is noted for its extensive network of advisors and branch offices, as well as affiliated services including a trust company and proprietary mutual funds.

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.