Jestin Dohner is a financial advisor with LPL Financial based in Madison, WI. He holds a Series 63 designation and has 26 years of industry experience. His prior roles include positions at Johnson Financial Group and Old National Bank. Outside of his advisory work, he assists with retail sales at a family tree farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, incorporating discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Rachel Roth is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and having two years of industry experience. Her prior work includes roles at Northwestern Mutual and Janesville School District. Outside of finance, she is involved in pet care through a pet sitting service using the Rover app. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary trading authority. The firm enables clients to combine planning with managed accounts through a consolidated billing option called WealthPlan, maintaining separation between planning and portfolio management.

Chad Lee is a financial advisor with LPL Financial and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Robert W. Baird, Thrivent Investment Management Inc, and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Nicholas Alsteen is a CFP® with 20 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor based in Waunakee, WI. Outside of his advisory role, he is the owner of Alsteen Ventures LLC and serves on the Board of Directors for the Wisconsin Alumni Association's Sauk County Chapter. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Christopher Tancill is a financial advisor with RBC Capital Markets based in Madison, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at RBC Capital Markets since 2008 and is also associated with City National Bank since 2017. Tancill has passive ownership interests in several hotel investment ventures and a real estate development partnership in Utah. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers multiple advisory programs with tailored investment strategies incorporating in-house and third-party managers, supported by comprehensive portfolio management and custody services.

Christopher Yesbeck is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird since 2009 and previously worked at Wells Fargo Clearing. Yesbeck holds a Series 63 designation. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services.

David Sorensen is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, with 49 years of industry experience. He has held prior roles at Securities America Advisors, Inc., Cetera Advisor Networks LLC, and has involvement in multiple business ventures including managing a succession planning firm and owning a fixed life insurance and annuities company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm utilizes a range of investment tools and advisory platforms to offer integrated brokerage, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Jennifer Tratnyek is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and recent industry entry beginning in 2024. Prior to joining Baird, she spent over a decade affiliated with the University of Wisconsin - Madison. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio management services. The firm offers a range of investment strategies and overlays, including traditional and non-traditional allocations, municipal advisory, and public finance services.

Benjamin Wierwill is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2009, including with Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market modeling techniques.

Mark Chin is a Series 66-registered financial advisor with Edward Jones in Madison, WI, where he has worked since 2012. He has 14 years of industry experience. Outside of his advisory role, he serves as chair of the finance committee on the Sun Prairie Public Library Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Katie Linhart is a financial advisor at UBS Financial Services with four years of industry experience. She has been with UBS since 2019 and holds a Series 66 designation. Prior to joining UBS, she worked at Eppstein Uhen Architects, Fiduciary Management, Inc., and the Kimple Family. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services through its platform.

Benjamin Plucker is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2023. Outside of his advisory role, he owns and operates a retail business, BLP Cellars, and a tax preparation service, BLP Accounting, and serves as president of the Daybreak Valley HOA board of directors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alexa Gill is a financial advisor at LPL Financial based in Sun Prairie, WI, holding a Series 66 designation. She has experience working with UW Credit Union, First National Bank & Trust Company, and The Spaeth Family, alongside being a full-time student until 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Janet Callan is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has worked at Merrill since 2005 and has been affiliated with Bank of America N.A. since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Earl Bischoff is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Thomas Cooke is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has been with UBS since 2021. Outside of his advisory role, he works seasonally as a ski and snowboard instructor at Devil's Head Resort and Convention Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and fiduciary financial planning.

Leah Mork is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has worked at several firms including Old National Bank and Bell Bank. Prior to her financial career, she was a full-time student for eleven years. Leah 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 tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

David Mudd is a financial advisor with Robert Baird & Co. in Madison West, WI, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Robert Baird & Co. since 1999. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of traditional and non-traditional investment strategies.

Lauren Flynn is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this capacity, she works collaboratively with clients and their families to develop tailored financial plans. She emphasizes meaningful conversations to educate and empower clients, aiming to foster strong relationships through teamwork. Prior to her current position, Lauren held various roles in the financial services sector, including Associate Financial Advisor and Wealth Management Coordinator at TruStage in 2024, as well as a Private Markets Funds Alpha Intern at the State of Wisconsin Investment Board from 2021 to 2023. Outside of her professional work, Lauren has interests in comedy, concerts, fitness, food, social events with friends, and pets.

Leeann Kalinski is a financial advisor with Raymond James Financial in Madison, WI, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Morgan Stanley, Kuttin Wealth Management, Edward Jones, and BMO Harris Bank. Outside of her advisory work, she is involved in caregiving for her sister. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.