Alex Brost is a Planning Consultant at Fidelity Investments, a role held since 2024. In this capacity, Alex collaborates with clients to develop and adapt financial plans that align with their personal values and changing life circumstances. Prior to joining Fidelity Investments, Alex gained experience as a Retirement Plan Advisor at Empower Retirement from 2019 to 2024 and worked as a Financial Representative at Northwestern Mutual from 2016 to 2017. This background includes expertise in retirement planning and financial representation. Outside of work, Alex engages in family activities and fitness pursuits, including golf, snowboarding, tennis, and parenthood.

Michael Palm is a CFP®-designated financial advisor with Robert W. Baird & Co., bringing 38 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Baird in 2024. Outside of his advisory role, Palm serves on the advisory committee for the Sinsinawa Dominicans and the advisory council to the Board of Directors for the Society of St. Vincent de Paul. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay approaches tailored to client goals and risk tolerances.

Frank Janowitsch Jr. is a financial advisor with Ameriprise in Madison, WI, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior work includes roles at JWH Group LLC and Waddell & Reed, Inc. He is a 50% partner in JWH Group LLC, a passthrough investment-related entity. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sean Hanke is a financial advisor with LPL Financial in Verona, WI, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Pearl Hawaii Federal 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, delivered through a large network of investment adviser representatives.

Erin Crowe is a financial advisor at Edward Jones with 20 years of industry experience. She previously worked at Morgan Stanley for nine years and BMO Harris Financial Advisors for three years. Crowe holds the Series 66 designation and is based in Mt Horeb, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Ogden is a financial advisor with Thrivent Investment Management in Mount Horeb, WI, holding a Series 66 designation and five years of industry experience. Prior to his current role since 2020, he worked in online research at TroyResearch for 18 years and was a radio professional at Q106 Radio for seven years. Outside of advisory work, he is involved as a mobile DJ hosting events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a broad financial planning approach that includes topics such as retirement, tax, estate, and business continuation planning. The firm offers planning separately from managed accounts, maintains non-discretionary authority over client assets in this service, and conducts periodic plan reviews.

Allen Schmidt is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Megan Whittow is a financial advisor at Morgan Stanley in Middleton, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Toast, Inc. for five years and has experience with nonprofit organizations including the International Network of Children's Ministry and Awana Clubs International. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, while clients retain responsibility for plan implementation.

James Kelly is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. Kelly serves on the Finance and Investment Committee of the Chicago Bar Foundation, the charitable arm of the Chicago Bar Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Ann Corcoran is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

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.

Trevor Joachim is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to joining Thrivent, he was affiliated with Thrivent Financial and has held roles with the Fellowship of Catholic University Students, Temple Athletics, USDA - ARS, and UW Madison. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and written recommendations covering various financial planning topics without discretionary trading authority.

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.