Paul Zander is a financial advisor with LPL Financial in Cross Plains, WI, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial and State Bank of Cross Plains since 2014. Outside of his advisory work, he plays drums in a band 1-2 times per month through his involvement with Sandman Music Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Charles Nemeckay is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2005 to 2017 before joining Baird in 2017. Outside of his advisory role, he serves as Treasurer at St Ann's School, an educational institution in Stoughton, WI. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services using a combination of in-house and third-party managers, covering a range of traditional and non-traditional investment strategies.

Olga Efremova is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2021. Prior to joining LPL, she was with Associated Bank, NA from 2016 to 2020 and has a concurrent role at BMO Bank NA beginning in 2020. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Bryan Davis is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and having seven years of industry experience. His prior roles include positions at Edward Jones and Cincinnati United Premier. Outside of his advisory work, Davis coaches youth soccer and operates a soccer camp focused on providing female college coaches opportunities to engage with female players. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans using proprietary research and model-based asset allocations.

Daniel Sabroff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and 2001 respectively, and has been involved with Laserwords, US Inc. and Straive since 1988. Outside of investment advising, he earns compensation through the sale of loan products and referrals for home security and automation services with affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Ryan Liermann is a financial advisor with Thrivent Investment Management based in Madison, WI. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked at Pfizer, LGC, Clario, and Astellas Pharma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial analyses and ongoing planning relationships without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Troy Blodgett is the Senior Resident Director at Merrill's Madison, WI office and a Wealth Management Advisor. He began his career as a financial advisor in 2001 and joined Merrill in 2006 after previously serving as Branch Manager at an independent firm in Madison. In his role, Troy leverages his experience and the financial services at Merrill to assist clients in streamlining their financial lives. Troy follows a disciplined process that starts with understanding each client's specific needs, concerns, and priorities. He and his team develop financial strategies tailored to balance clients' objectives, risk tolerance, and timelines. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Wisconsin-Madison Business School with a degree in Finance & Investment Banking. Troy lives in the Madison area with his wife, Erin, and they coach their three sons in various sports. He is active in the community, serving on the boards of the Verona Area Lacrosse Club and Verona Wildcat Youth Football.

Joseph Gabriel is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2015. Outside of his advisory role, he provides general support and advice to a missionary-led Vision Team based in the Czech Republic, assisting with marketing materials and event logistics. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across multiple planning areas. The firm separates planning from managed-account services and conducts periodic reviews without accepting discretionary trading authority for its Dedicated Planning Service.

Deborah West is a financial advisor with Robert W. Baird & Co. in De Forest, WI, holding a Series 63 designation and 22 years of industry experience. She has been with Robert W. Baird & Co. since 1984. She 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 provides customized consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of strategies and manager options.

Kasey Kinney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Madison, WI. Prior to this, Kinney held roles at WPS, Medico, United Health Care, Mass Mutual, and MetLife Securities. Kinney is also a co-owner and advisor at Tactical Financial Group, a local advisory practice operating under a DBA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports both advisory programs and institutional portfolio management.

David Lingle is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Primerica Advisors since 2015 and was previously associated with the Wisconsin Family Council. Outside of advising, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Timothy Mcilwain is a financial advisor with Osaic who holds a Series 63 designation and has 25 years of industry experience. He worked at Lincoln Financial Advisors for 24 years before joining Osaic in 2025. Mcilwain is also the owner of Stickney-Mcilwain, LLC, where he sells and services fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and efficient frontier analysis to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kevin Fisher is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. Prior to joining Raymond James in 2016, Fisher worked at MSI Financial Services, Inc. from 2012 to 2016. He is also involved as an independent insurance agent specializing in dental, disability, health, fixed life insurance, and fixed annuity products through his business, KRF Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Corinne Tuschl is a financial advisor at Edward Jones with 18 years of experience at the firm. She holds a Series 66 designation and is based in Waunakee, Wisconsin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Brendon Diers is a financial advisor with Edward Jones in Verona, WI, holding a Series 66 designation 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 advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Patrick Rindfleisch is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and planning tools to develop financial plans.

Lori Huston Dinga is a CFP® professional affiliated with Wells Fargo Clearing in Madison, WI, with 21 years of industry experience. She worked at Ameriprise for 11 years before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she is a consultant for Arbonne, focusing on health and beauty product sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Amers is a financial advisor at LPL Financial in Madison, WI, with 11 years of industry experience. He holds the Series 66 designation and has previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group. 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 through a network of investment adviser representatives. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

David Sigler is a financial advisor with LPL Financial in Verona, WI, holding a Series 63 designation and 38 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Inc., and Harbour Investments, Inc. Since 1988, he has also been involved as a non-variable insurance agent on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs and institutional platforms.

John Thomas Petree is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2005. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and advisory solutions.