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 65 and Series 63 licenses and bringing 16 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. and CUNA Mutual Group from 2010 to 2026 and has been affiliated with Summit Credit Union since 2022. 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. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and a range of portfolio management options.

Christopher Alexander 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 Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2007. Outside of his advisory work, Alexander serves as the Head Coach of the Junior Varsity Football team at Sun Prairie East High School. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools, including scenario modeling, to support its clients’ financial planning needs.

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 the Series 63, Series 65, and Series 66 designations and bringing 31 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, and Mutual of Omaha. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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 five years of industry experience. He holds the Series 66 designation and has worked at firms including North Star Resource Group, Securian Financial Services, and CUNA Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios and research from both in-house and third-party sources.

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 at Equitable Advisors based in Madison, WI. He holds the Series 66 designation and has worked in financial services since 2023, previously employed at FreshFin. Prior to his advisory career, he has experience in hospitality and retail, including roles at Hawks Landing Golf Club and Draft House Bar & Restaurant. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

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.”

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. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Pearl Hawaii Federal Credit Union and CUNA Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.