Nathan Trannel is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. He has worked at UBS Financial Services since 2017 and previously was with Ameriprise Financial Services, Inc. from 2015 to 2017. He also held a role at Mondays between 2014 and 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Thomas Dunn is a Financial Advisor at JB Wealth Management Group, affiliated with Merrill Lynch Wealth Management. He works with successful young professionals, business owners, families, and retirees to provide clarity and confidence in their financial lives through proactive planning, tax-aware strategies, and coordinated advice. Dunn's expertise covers a broad range of areas including financial planning for young professionals, growing family financial strategies, business owner planning, retirement planning, tax-efficient investing, equity compensation strategies, and estate and legacy planning. He began his career at Merrill in 2020 and joined JB Wealth Management Group in 2022. He holds a bachelor's degree in Personal Finance: Financial Planning with a minor in Entrepreneurship from the University of Wisconsin–Madison, graduating in 2020. Dunn has earned several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he is involved with Logan's Heart and Smiles and enjoys golfing, attending sports events, and spending time with his wife and son in Madison, Wisconsin.

Cammie Banks is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2024, she worked at Securities America Advisors, Inc. and Cetera Wealth Services, LLC. Outside of advisory work, she serves as Senior Vice President at Legacy Advisor Network, focusing on insurance sales and support services for financial professionals. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios across a range of investment types.

Dryden Geronimi is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 credential and has worked at Stifel since 2018, following 11 years at B C Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lauri Droster is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at RBC Capital Markets since 1998 and at City National Bank since 2018. Outside of her advisory role, she serves as treasurer for Devil's Head Ski Patrol, providing oversight for first aid supplies and training materials. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Ronald Phelps Jr. is a financial advisor with Ameriprise in Middleton, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, Phelps is active as an author of children’s and financial guidance books, serves on multiple nonprofit boards, and is involved in community initiatives including campaign leadership for a local food pantry. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining algorithmic and research-driven approaches to deliver tailored, tax-efficient income strategies through a centralized consulting team.

Andrew Roquet is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and CUNA Brokerage Services. Outside of advising, he is a senior partner at Earnest Consulting Group, focused on insurance sales, and is also engaged in farming through J. Henry & Sons. 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 offers financial planning, asset management, and educational seminars, structuring client relationships around comprehensive goal analysis and written recommendations.

Zachary Burch is a financial advisor at Ameriprise in Verona, WI, holding a Series 66 designation with six years of industry experience. He previously worked at Edward Jones for four years and at Cintas Corporation for five years. Outside of his advisory role, Burch co-owns ZC Capital, LLC, a real estate business, and BLP Accounting, which provides tax preparation services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm’s approach includes a combination of research, modeling, and tax analysis, supported by algorithmic tools and oversight committees.

Kevin Tyler is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kevin Pachucki is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Robert Baird & Co. and CUNA Brokerage Services, among other roles. In addition to his advisory work, he has been involved with Clear Channel Communications and educational institutions including Edgewood High School and Oregon High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Justin Goninen is a financial advisor at Morgan Stanley in Middleton, WI, holding Series 63 and Series 66 credentials with 18 years of industry experience. His career includes roles at Morgan Stanley since 2013, Morgan Stanley Private Bank since 2015, as well as prior experience at Enrich Financial Partners LLC and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning integrated with broader investment and institutional services.

Gavin Wishart is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation. He began his advisory career in 2024 and previously worked at JPMorgan Chase & Co. and several other businesses. Outside of finance, his background includes roles at Paddle Pub Madison and educational institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Japheth Baker is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2009. Outside of his advisory work, he manages Endure the Battle LLC, a mental health counseling business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating a tiered wrap-fee structure and maintaining control over its investment models.

Lucas Westby is a Series 66-credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Larissa Steffes is a Series 66-licensed financial advisor with LPL Financial, based in Madison, WI. She has six years of industry experience, including prior roles at BMO Harris Financial Advisors and BMO Harris Bank. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cole Mason is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2025 and previously worked at Avantax Insurance Agency and Avantax Advisory Services. Mason is also president of Mason Tax and Financial, Inc., where he is involved in tax preparation and business management, and serves on the board of directors of Avestar Credit Union. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes affiliated and third-party strategies.

Jason Reynolds is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Farmers Savings Bank Investment Center and Commonwealth Financial Network. Reynolds is based in Fitchburg, WI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions through a large network of affiliated advisers.

Carter Ruegsegger is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he has held various roles in education and retail, including positions at the University of Dubuque and Brian Wilson's Golf Shop. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines third-party data and proprietary research to provide tailored, tax-aware withdrawal strategies.

Becky Weyer is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 18 years of industry experience. She has previously worked at Cambridge Investment Research Advisors, Inc. and Harbour Investments, Inc. Among her outside activities, she owns Weyer Virtual Office Solutions, LLC and volunteers with Sugar River UMC in Verona, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services delivered through a large network of advisors using a variety of investment strategies and technology tools.

John Riley is a CFP® professional with 27 years of industry experience and has been with Edward Jones since 2002. He holds Series 63, 65, and 66 licenses. Outside of his advisory work, he serves as Vice President of the Wisconsin United Athletic Club in Madison, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.