Alyssa Brinkman is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Charles Schwab and MassMutual Life Insurance Co. She also has experience in enrollment operations at Grand Canyon Education. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved tools to analyze client goals and offers ongoing collaborative planning engagements.

William D. Mills is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Mills serves on the board of directors for the Bradley-Sigma Phi Preservation Fund, a foundation focused on preserving a fraternity house in Madison, WI. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and capital market insights to tailor investment strategies.

David Launder is a CFP® with 34 years of industry experience currently affiliated with Osaic Wealth, Inc. He has held positions at multiple firms including Woodbury Financial Services, Inc., Baker & Launder Financial Services LLC, and Baker & Launder S.C. Since 2020, he has also owned DL Financial Services, LLC, which provides tax preparation and accounting services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes asset-allocation tools and automated rebalancing to construct client portfolios.

Michael Millage is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he participates in the Village of Cottage Grove Community Development Board, attending monthly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Brian Vetrovec is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with high net worth clients to develop comprehensive financial planning strategies that align with their lifestyle and legacy goals. His approach emphasizes integrity, passion, and trust to address the priorities and unique needs of his clients. Brian has extensive experience at Fidelity Investments, with roles including Regional Planning Consultant (2019-2020), Financial Consultant (2013-2019), and several positions dating back to 2007. He holds an AR Insurance License. Outside of his professional work, Brian enjoys comedy, fishing, music, and traveling.

Brett Bauch is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding a Series 66 designation and 25 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2012. Outside of his advisory role, Bauch serves as treasurer and board member of Gigi's Playhouse Madison, a nonprofit Down syndrome achievement center. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Garrett Jones is a financial advisor at RBC Capital Markets in Madison, WI, holding a Series 66 designation with 10 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Christopher Erfurth is a financial advisor with Edward Jones based in Oregon, Wisconsin. He holds a Series 66 designation and has 15 years of industry experience, including 16 years at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brian Reetz is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding a Series 66 designation and seven years of industry experience. His career includes roles at Edward Jones and Heartland Financial USA before joining Mass Mutual in 2025. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved tools to analyze client goals and deliver written recommendations.

Donovan Pfaff is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 1998. Outside of his advisory role, he is a silent owner of a company called www.mygiftlist.com. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars.

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.

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 at Morgan Stanley with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through direct and corporate financial planning agreements.

Thomas Meyer is a financial advisor with Edward Jones in Waunakee, WI, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after roles at Brand Elevation Partners LLC, Dealer Monitor, Inc., and Media Score, Inc. Meyer is a co-founder and passive shareholder of Dealer Monitor, Inc., an internet lead monitoring service, and also holds a minority passive investment in Media Score, Inc. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,000 financial advisors.

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.