Douglas Bray is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2003. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services on a non-discretionary basis.

Jessica Beinlich is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2006. Outside of her advisory role, she serves as a committee member for the Girl Scouts of Wisconsin Badgerland Council, providing guidance on financial planning and investment policies. RBC Wealth Management, a division of RBC Capital Markets, offers a broad range of advisory programs and services to individual investors, institutions, and charitable organizations. The firm customizes investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers while providing a variety of portfolio management options.

Suzanne Tonelli is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 licenses and having 17 years of industry experience. Prior to joining LPL Financial in 2022, she worked eight years at Cuna Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Jon Bloomer is a financial advisor with Ameriprise in Verona, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Ameriprise in 2020. Bloomer is also a co-owner of Arena Capital Management, an investment-related business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers these services through a centralized consulting team and integrates algorithmic automation with oversight to tailor client recommendations.

Jody Brown is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and possessing 26 years of industry experience. Prior to joining LPL Financial in 2022, Brown spent over two decades at Cuna Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Raymond Cisneros is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at several firms including BMO Harris Bank and Northwestern Mutual. His background also includes roles outside of finance, such as at the Space Science and Engineering Center and Nike. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management, and separately managed account programs, supported by in-house research and strategic partnerships.

Mitchell Jordan is a financial advisor with Edward Jones in McFarland, WI, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Edward Jones, he worked in education-related positions including with the Baraboo School District, Educational Testing Services, and Marion Unit #2 School District. Outside of his advisory role, he participates as an online grader for AP exams during limited periods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a nationwide network of financial advisors and branch offices.

Sean Mahlik is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at U.S. Bancorp Investments and U.S. Bank. Robert Baird & Co. serves a diverse client base, including high net worth individuals, corporate clients, pension plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, employing both manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Joseph Hammer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Ian's Pizza and involvement with the Mauston School District. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight through affiliated or unaffiliated sub-advisers.

Robert Hatch is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Woodbury Financial Services, and OSAIC. Outside of his advisory role, Hatch is involved in life insurance sales and manages a commercial real estate property where his branch office is located. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services supported by both discretionary and non-discretionary management options and extensive research resources.

Eric Lanning is a CFP® credentialed financial advisor with 28 years of industry experience, currently with Wells Fargo Advisors in Madison, WI. His prior experience includes roles at Wells Fargo Clearing and earlier at Wells Fargo Advisors. He holds ownership stakes in Madison Wealth Management, LLC and The Lanning Group LLC, both investment-related ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and divorce, leveraging Wells Fargo research and tools to develop tailored client recommendations.

Carolyn Toenges is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she held roles at Generations Title Company and Brew City Pizza. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Carina Alt is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been affiliated with LPL Financial since 2011 and has also worked with the University of Wisconsin-CU since 2012. 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, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management approaches supported by research and technology.

Joseph Mueting is a financial advisor with Edward Jones in Mcfarland, WI, holding CFP® and Series 63 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jay Haberkorn is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he co-owns a vacation property with his wife. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary advice through a centralized consulting team.

Stephanie Hook is a financial advisor with LPL Financial, holding a Series 66 designation and having three years of industry experience. Prior to joining LPL Financial, she worked at Ality, LLC and TASC - Total Administrative Services Corporation. She is also involved with UW Credit Union in financial and wealth management roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Hans Johnson is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked with Merrill since 1976 and has been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a power of attorney for a for-profit investment-related business associated with his spouse. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Earl Marquardt is a financial advisor with LPL Financial in Waunakee, WI, holding CFP® and ChFC® designations and carrying 30 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Steven Gillingham is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad range of investment products and services beyond traditional managed accounts.

Kimberly Barfknecht is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 credential and nine years of industry experience. She has worked at LPL Financial since 2017 and has also been with Old National Bank since 2014. Kimberly is a commissioned notary in Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by proprietary research and third-party subadvisors.