Jared Kleinbrook is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its related entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning focused on dependable income sources.

Thomas Lynch is a financial advisor at RBC Capital Markets with 23 years of industry experience and holds a Series 66 designation. His prior experience includes roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group. Outside of his advisory work, he serves as treasurer for the Goodman Waves Swim Team and works as a shuttle bus driver at Hilton Madison Monona Terrace. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing comprehensive portfolio management and financial planning services.

Wolfgang Reichenberger is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2008, he has developed a client-centric approach grounded in “care and consideration,” focusing on clients’ personal and professional passions to build meaningful, multi-generational relationships. His work encompasses areas such as college education planning, legacy planning, personal retirement planning, portfolio management services, and retirement income. Wolfgang emphasizes educating clients and providing straightforward guidance, even when recommendations may be challenging. He strives to reassure clients during market volatility and personal difficulties while serving as a consistent resource to help them make informed decisions. Dedicated to simplifying financial responsibilities, he works to bring clarity regardless of wealth complexity and supports clients in understanding their financial position and possibilities through comprehensive strategies that include cash flow and liability management. He holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Wolfgang earned a bachelor’s degree from the University of Minnesota. Outside of work, he enjoys skiing, traveling, and spending time with his family.

Jack Kraay is a financial advisor at UBS Financial Services in Madison, WI, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles at the University of Wisconsin–Madison and positions at Park Bank and Minnesota Lakes Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances.

Ryan Bell is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including NEXT Financial Group, Transamerica Financial Advisors, and Merrill Lynch Pierce Fenner Smith. Bell is also involved with the Rural Bible Crusade of Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with a platform that supports various strategic and tactical investment approaches.

Andrew Seaborg is a financial advisor with OSAIC in Madison, WI, holding a Series 63 designation and 28 years of industry experience. He worked at Lincoln Financial Advisors for 27 years before joining OSAIC in 2025. Outside of advising, he serves as an adjunct professor at the University of Wisconsin Law School and as the Honorary Consul of Japan in Madison, Wisconsin. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

William D. Mills is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Mills serves on the board of directors for the Bradley-Sigma Phi Preservation Fund, a foundation focused on preserving a fraternity house in Madison, WI. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and capital market insights to tailor investment strategies.

David Launder is a CFP® with 34 years of industry experience currently affiliated with Osaic Wealth, Inc. He has held positions at multiple firms including Woodbury Financial Services, Inc., Baker & Launder Financial Services LLC, and Baker & Launder S.C. Since 2020, he has also owned DL Financial Services, LLC, which provides tax preparation and accounting services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes asset-allocation tools and automated rebalancing to construct client portfolios.

Brian Vetrovec is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with high net worth clients to develop comprehensive financial planning strategies that align with their lifestyle and legacy goals. His approach emphasizes integrity, passion, and trust to address the priorities and unique needs of his clients. Brian has extensive experience at Fidelity Investments, with roles including Regional Planning Consultant (2019-2020), Financial Consultant (2013-2019), and several positions dating back to 2007. He holds an AR Insurance License. Outside of his professional work, Brian enjoys comedy, fishing, music, and traveling.

Brett Bauch is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding a Series 66 designation and 25 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2012. Outside of his advisory role, Bauch serves as treasurer and board member of Gigi's Playhouse Madison, a nonprofit Down syndrome achievement center. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Garrett Jones is a financial advisor at RBC Capital Markets in Madison, WI, holding a Series 66 designation with 10 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Christopher Erfurth is a financial advisor with Edward Jones based in Oregon, Wisconsin. He holds a Series 66 designation and has 15 years of industry experience, including 16 years at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Donovan Pfaff is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 1998. Outside of his advisory work, he is a sales agent for individual and group life and health insurance and holds silent ownership in an online membership company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative, goal-based planning using firm-approved analytical tools and offers specialized planning services including divorce and estate-settlement planning.

Allison Pohlman is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2020, following five years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary portfolio management. The firm offers tailored investment strategies utilizing both in-house and third-party managers, supported by integrated capital markets and lending services.

Mark Hammes is a financial advisor at Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across various planning areas. The firm combines planning and managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between these services.

Avery Carpenter is a financial advisor with LPL Financial in Sun Prairie, WI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, Carpenter worked at UW Credit Union and has also been involved in the food industry as the lead vegan baker and menu developer at Firefly Coffeehouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and institutional platforms.

Susan Lubar is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Her career includes nearly two decades at Citigroup Global Markets and extensive tenure at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Thomas Meyer is a financial advisor with Edward Jones in Waunakee, WI, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after roles at Brand Elevation Partners LLC, Dealer Monitor, Inc., and Media Score, Inc. Meyer is a co-founder and passive shareholder of Dealer Monitor, Inc., an internet lead monitoring service, and also holds a minority passive investment in Media Score, Inc. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,000 financial advisors.

Justin Mann is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual and Bank of America Merrill Lynch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm also serves several registered investment companies and constructs model portfolios for intermediary platforms.

Timothy Pederson is a Series 63 and Series 66 credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has been with Thrivent since 2007 and has served as a board member for the Hope for Gus Foundation since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning that can be delivered as a one-time or ongoing engagement without discretionary trading authority.