Megan Whittow is a financial advisor at Morgan Stanley in Middleton, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Toast, Inc. for five years and has experience with nonprofit organizations including the International Network of Children's Ministry and Awana Clubs International. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, while clients retain responsibility for plan implementation.

Kaitlyn Senn is a financial advisor at OSAIC with 10 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for 10 years before joining OSAIC in 2025. Outside of her advisory role, she serves as a notary public and is involved with Capital City Theater, a nonprofit organization, where she manages payroll and accounting tasks. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct diversified investment portfolios.

James Kelly is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. Kelly serves on the Finance and Investment Committee of the Chicago Bar Foundation, the charitable arm of the Chicago Bar Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Ann Corcoran is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Charles Bogue is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior experience in education and sports camp roles. His background includes involvement with Brewers Baseball Academy Camps. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Thomas Dunn is a financial advisor with LPL Enterprise in Madison, WI, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior experience includes roles at Pruco Securities, MassMutual Life Insurance Company, and KMA Financial. Dunn also owns and operates Thomas Bradley Insurance, a property and casualty and non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform that combines advisory services with active sales of financial products.

Kimberly Smith is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 11 years. Outside of her advisory role, she teaches scuba classes through Diversions Scuba LLC, a business she has operated since 2007. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platform solutions.

Anne Hughey is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with UBS since 2013. In addition to her advisory role, she works as an independent insurance agent specializing in life, accident, and health insurance through Compass Benefits Specialists, LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Ryan Schlimgen is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Morgan Stanley Private Bank. Outside of his advisory role, he is involved with Sports Info Solutions, where he records statistics at Wisconsin football games. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a wide range of investment services.

Michael Osterberg is a financial advisor at UBS Financial Services with a Series 66 designation. He joined UBS in 2024 and has prior experience at Heartland Credit Union and various roles in education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a wide range of wealth management and institutional trading services.

Lashell Lentz is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently serving at Morgan Stanley since 2013. She has held roles at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, Lentz is involved with the Girl Scouts of Badgerland Council as a board member and serves as a co-leader of a local Girl Scout troop; she is also a partner in an agricultural business, Boullion's Berries. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services that include but do not rely on individual security recommendations within standalone planning.

Brian Trefilek is a financial advisor at Ameriprise in Madison, WI, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior experience in various roles across multiple industries, including media and banking. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm serves clients with substantial investable assets and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Shayla Boyland is a financial advisor with Robert W. Baird & Co. in Madison, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Robert W. Baird since 2009. Outside of her advisory role, she serves as treasurer for the Madison Eastside Lacrosse Association, a nonprofit organization supporting youth and high school lacrosse teams. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Robbie Hipschman is a Planning Consultant at Fidelity Investments. In this role, he focuses on listening to clients' goals and co-creating financial plans tailored to their vision for the future. Robbie emphasizes open and honest communication, building lasting relationships, and providing financial education to improve clients' lives. Robbie has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Financial Consultant I before his current position. Prior to joining Fidelity, he worked as an Investment Coordinator at Northstar Resource Group and held positions as Relationship Banker and Universal Banker at Associated Bank. Outside of his professional work, Robbie has interests in art, board games, gardening, painting, pets, and writing.

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.

Colleen Anderson is a financial advisor at OSAIC with nine years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at Lincoln Financial Advisors and JPMorgan Chase Bank. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and provides both discretionary and non-discretionary account management across multiple investment types.

Cherie Gon is a Series 66 credentialed financial advisor with Edward Jones in Middleton, WI, with 11 years of industry experience. She 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, manages approximately $1.01 trillion in assets, and operates a large network of financial advisors and branch offices nationwide.

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.

William Smith III is a financial advisor at OSAIC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 7 years. Outside of his advisory role, he is involved in the performing arts as a choreographer and co-owner of a children’s dance school, and serves as board treasurer for Joey’s Song, a nonprofit focused on epilepsy. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.