Nabeel Qureshi is a Financial Consultant currently working at Fidelity Investments since 2023. His professional focus is on providing guidance and resources to individuals and families who aim to grow their personal, financial, and social capital for succeeding generations. Prior to his current role, Mr. Qureshi founded High Point Family Office LLC, where he worked from 2017 to 2023. He also held leadership positions as Chief Investment Officer, Chief Executive Officer, and Managing Member at Macro Trading Inc. from 2010 to 2016. Outside of his professional work, Mr. Qureshi has personal interests that include cars, comedy, fitness, outdoor adventures, and snowboarding.

Cherie Gon is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Judith Martinez is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. She has been with UBS Financial Services since 2015 and holds a Series 66 license. Martinez is based in Madison, WI. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Walter Meanwell is a financial advisor at Wells Fargo Advisors in Madison, WI, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo-related firms since 2009. Outside of his advisory role, he serves as treasurer for the Bike Parks for Kids Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services using Wells Fargo research and tools, offering tailored recommendations delivered through meetings and written summaries.

Kyle Judd is a Series 66-licensed financial advisor with LPL Financial in Madison, WI, where he has worked since 2013, totaling 13 years of industry experience. He is also involved with the University of Wisconsin Credit Union, serving as a Licensed Sales Assistant and providing wealth management services affiliated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott La Montagne is a financial advisor at Edward Jones with 18 years of industry experience and holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2019, he worked at Dwellworks Property Advisors and the State of Wisconsin Investment Board. He serves as an investment committee member for the Bethel Endowment Fund and is a board member of Bethel Lutheran Church in Madison, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Kelly Ploszaj is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to her current role, she has held various positions across retail and education sectors, including desk staff at Dragonfly Hot Yoga. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Kristina Wahl is a financial advisor with Edward Jones in Prairie Du Sac, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at PPD, part of ThermoFisher, and Covance, LabCorp. Outside of her advisory role, Wahl serves as a tennis coach for the School District of Lodi. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions, supported by a large national network of advisors and branch offices.

Sara Musgrave is a financial advisor with Ameriprise in Baraboo, Wisconsin, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2021, she worked at Morgan Stanley and BMO Harris Financial Advisors. Outside of her advisory role, she is employed at The Swan Barn Door, LLC, an entertainment venue that hosts weddings and special events, where she performs serving and event setup duties. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily focusing on assets held in Ameriprise-managed accounts.

Jason Hatch is a financial advisor with Ameriprise in Fitchburg, WI, holding a Series 66 designation and 20 years of industry experience. His career includes 16 years at Waddell & Reed and ongoing involvement with his own business, JWH Group LLC. He serves on the boards of Bishops Bay Country Club and Saint Maria Goretti Athletic Board. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendations through a centralized consulting team.

Lori Brink is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 designations and six years of industry experience. Her prior roles include positions at Todd M. Mezrah & Associates, M Holdings Securities, Harvard Pacific, and Colliers International. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Peterson is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial or its predecessor since 2001. In addition to his advisory work, Peterson serves as the Village Board President and previously as a Village Trustee in Barneveld, Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across strategic, tactical, and alternative investments.

Alyssa Jo Chance is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and State Bank of Cross Plains. Outside of her advisory roles, she has been involved with The Operating Edge, The Clearing Space, and Chance Productions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Peter Van Der Hagen is a financial advisor with Edward Jones, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Andrew Peters is a financial advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Kestra Financial Inc., Arbor Point Advisors, VOYOS Development Group, LLC, and Trident Contract Management, LLC. Goldstein Advisors, LLC provides investment advisory and related services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary assets for over 1,000 clients. The firm employs tailored, discretionary strategies and model portfolios spanning a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagements.

Kyle Kerkenbush is a CFP® with 19 years of industry experience. He is currently with Goldstein Advisors, LLC and has previously worked at Kestra Financial Inc., Arbor Point Advisors, Securities America, and Ameriprise Financial Services. Outside of his advisory role, Kerkenbush serves as an assistant coach for Verona Youth Hockey. Goldstein Advisors, LLC manages approximately $1.08 billion in discretionary client assets for over 1,000 clients, offering services including portfolio management, financial planning, pension consulting, and tax preparation. The firm employs tailored discretionary strategies, utilizes model portfolios across risk profiles, and accesses BlackRock funds due to its scale.

Adam Peters is a CFP® with 14 years of industry experience and is currently associated with Goldstein Advisors, LLC in Madison, WI. His prior experience includes roles at Kestra Financial Inc., Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. Goldstein Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing over $1 billion in discretionary client assets. The firm uses tailored discretionary strategies and model portfolios across a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagements.

Joseph Greene is a financial advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 designation with three years of industry experience. Prior to his advisory career, he worked for over 30 years at the University of Wisconsin Hospital and Clinics and concurrently serves as CEO and owner of OrthoVise LLC, a healthcare consulting firm. Goldstein Advisors, LLC provides investment advisory and related services to individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.08 billion in discretionary client assets using tailored, discretionary strategies and model portfolios that range from conservative to aggressive risk profiles.

Adam Hanewall is a financial advisor at Goldstein Advisors, LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Goldstein Advisors, he worked at Kestra Financial Inc. and Buttonwood Partners, Inc. Outside of his advisory work, he is involved with Sports Cards Grading, assisting in the organization and sorting of sports cards and collectibles. Goldstein Advisors, LLC offers investment advisory and related services to individuals—including high net worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.08 billion in discretionary client assets using tailored discretionary strategies and model portfolios that range from conservative to aggressive risk profiles.

Jonathan Gausewitz is a financial advisor with Goldstein Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior firms include Ameriprise Financial Services, Inc., Securities America, Inc., Arbor Point Advisors, and Kestra Financial Inc. Outside of advising, he serves as a Masters Swim Coach with UWHealth. Goldstein Advisors, LLC manages approximately $1.08 billion in discretionary client assets for individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs tailored discretionary strategies and model portfolios across a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagement.