Anne Kies is a financial advisor with Primerica Advisors in Fitchburg, WI, holding Series 63 and Series 65 licenses and has 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of financial advising, she is involved in sales with Mary Kaye Cosmetics. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model recommendations and discretionary separately managed account options.

Kevin Mccloud is a financial advisor at LPL Financial with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at U.S. Bancorp Investments and U.S. Bank. Outside of advising, he serves as a notary for First Business Bank in Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Darci Kruchten is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment products.

Mariah Hanson is a financial advisor with LPL Financial who holds the Series 66 designation and has three years of industry experience. She previously worked at Commonwealth Financial Network and Park Avenue Investments before joining LPL Financial. Hanson also spends part of her time engaged in fixed insurance sales. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Molly Geary is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Neider & Boucher, S.C. for five years and held a position at Biaggi's Ristorante Italiano for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jamie Hanson is a financial advisor at Osaic Wealth with 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Cetera Advisor Networks, Associated Investment Services, and Transamerica Financial Advisors. Outside of his advisory work, Hanson co-owns a college consulting firm that provides fee-based planning services for families navigating school choice and financial aid. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm supports various client segments such as high-net-worth individuals, retirement plan sponsors, charities, and corporate clients.

Scott James is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Dane Zaher is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors, Paramount Financial, and American Family Insurance. Outside of finance, he operated a lawn service business for ten years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies. The firm's approach integrates proprietary research and third-party data within a defined investment universe influenced by affiliated product relationships.

George Heathcote is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at NEXT Financial Group, National Social Security Association, and Transamerica Financial Advisors. Outside of his advisory work, he is involved with Premier FMS and Ridgeline Lodge, among other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment approaches including model portfolios, third-party asset management, and customized strategies, supported by technology tools for operational and research assistance.

Jacob Kulich is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Heartland Credit Union and several other companies. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Andrew Thompson is a financial advisor at Osaic with 14 years of industry experience. He holds the Series 66 credential and previously worked at Lincoln Financial Advisors for 13 years. Outside of his advisory role, Thompson teaches estate planning as an adjunct instructor at the University of Wisconsin Law School, contributes op-ed articles reflecting on his military service, and operates a scuba instruction business. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm employs a model-based investment process featuring asset allocation and portfolio optimization, offering a range of advisory and brokerage services through its multi-advisor platform.

Michael Gant is a financial advisor with Ameriprise in Verona, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he is a member of SEW Operations LLC, a pass-through business entity unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Adam Schaller is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Schaller has served on the Board of Directors for the Rotary Club of Madison West Towne-Middleton, an organization focused on advancing international goodwill and vocational service activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management services.

Dean Hessler is a CFP® professional with 17 years of experience in the financial advisory industry, currently with Edelman Financial Engines in Madison, WI. He has worked at Financial Engines Advisors L.L.C. since 2016 and has prior experience with The Mutual Fund Store and Amcore Investment Services. Hessler serves as Treasurer on the FUS Foundation Board, overseeing financial activity for authorized church groups. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.

Amanda Handeland is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2015. Merrill, along 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 plans, corporations, and charitable organizations.

Nathan Komoroske is a financial advisor at Ameriprise in Verona, WI, holding a Series 66 designation with 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Maximilian Murphy is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He has worked at several firms including Milhaus and Premier Financial Partners prior to his current role. Murphy is also involved with North Star Resource Group, which provides life insurance, securities, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and services, managing over $256 billion in assets through a large network of independent advisors.

Nathan Farr is a CFP® with 22 years of industry experience, currently serving at Stifel since 2018. Prior to that, he worked for eight years at B.C. Ziegler and Company. He is also a commissioned notary public in the state of Wisconsin. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services backed by a proprietary investment methodology developed by its Investment Strategy Group.

Stephanie Bissell is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and seven years of industry experience. She previously worked at the University of Wisconsin Credit Union and Kearney Tax, where she prepared taxes and performed secretarial duties. Additionally, she has outside employment at Kohl's. 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 provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Jacqueline Frazee is a financial advisor at Osaic Wealth Inc with 18 years of experience in the industry. She holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and SII Investments. Frazee is also co-owner and Chief Operating Officer of Midwest Financial Group, which provides tax services. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a broad array of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization strategies, supporting various managed account programs through a complex affiliate network and private-equity ownership.