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.

Anthony Bridgeman is a financial advisor at Edward Jones in Belleville, WI, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Shopko for 19 years. 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 options, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Avery Carpenter is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at UW Credit Union and LPL Financial since 2023. Outside of his advisory work, he is the lead vegan baker and menu developer at Firefly Coffeehouse. 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, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

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.

Justin Mann is a financial advisor with Fidelity Investments in Middleton, WI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

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.

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 with Robert W. Baird & Co. and holds a Series 66 designation. He has four years of industry experience, including roles at BMO Harris Bank, Northwestern Mutual, and Associated Bank. His background also includes work with the Space Science and Engineering Center and Nike. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a combination of manager- and model-traded strategies, tax management, and internal research tools.

Mitchell Jordan is a financial advisor with Edward Jones in McFarland, WI, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for various educational institutions, including the Baraboo School District and the Marion Unit #2 School District. Outside of his advisory role, he contributes as an online AP exam grader during brief seasonal periods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated services through 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.

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.

Jessica Knutson is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. She is based in Stoughton, WI. Outside of her advisory role, she owns Prairie & Main LLC, an LLC established to manage a commercial rental property. 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 solutions supported by a large network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.