Susan Fouts is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services Inc and Legacy Investments & Insurance Services LLC. Outside of financial advising, she has been an independent contractor pianist since 2013, providing accompaniment and piano lessons to local schools and families. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of investment strategies and platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across various securities.

Derrick Meier is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Johnson Financial Group, U.S. Bancorp Investments, U.S. Bank, and Thrivent Financial. Outside of his advisory role, he serves as an assistant golf coach for the Waunakee Boys Golf Team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, utilizing various investment strategies and platforms.

Tatiana Dickey is a CFP®-certified financial advisor with eight years of industry experience. She is currently with LPL Financial in Waunakee, WI, where she has worked since 2019, previously holding 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Jeffrey Blum is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. His previous roles include positions at CUNA Brokerage Services, CUNA Mutual Group, and Merrill. 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 services including financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Angela Kolthoff is a financial advisor with Edward Jones in Madison, WI, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019. Outside of her advisory role, she works as an optician at Luxottica/Sears Optical, providing optical pre-testing, dispensing, and training. Edward Jones is a full-service wealth management firm serving 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.

Julie Baertschi is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and with 20 years of industry experience. Her prior roles include positions at LPL Financial, BMO Harris Financial Advisors, and M&I Investment Management Corp. She is also a signer on bank accounts for Mountain View Mobile Home Park, a real estate-related business. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Logan Falk is a CFP® professional at LPL Financial with 11 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Charles Schwab Bank SSB and U.S. Bancorp Investments, Inc. He is based in Madison, 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Ryan Dunton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before joining Fidelity, Ryan was a Financial Advisor within Global Wealth & Investment Management at Merrill Lynch from 2018 to 2022, and he also completed an internship in the same division at Merrill Lynch in 2017. Ryan partners with clients to understand their unique goals, priorities, and needs, helping them create customized financial plans and strategies that align with their lifestyles and life events. He emphasizes education, guidance, honesty, and trust as foundational elements of his client relationships.

Lisa Stein is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and six years of industry experience. Her background includes roles in education with the Madison Metropolitan School District, Sun Prairie Area School District, Cooperative Educational Services Agency #4, and the Department of Public Instruction. She also engages in sales of investment and loan products, as well as referrals for home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a percentage-based wrap fee structure.

Sean Finley is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively, and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Alexander Aderman is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 12 years of industry experience, including prior roles at New York Life and Eagle Strategies. Outside of advising, he is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health products. MassMutual 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 employs firm-approved software to analyze client goals and delivers written recommendations through annual, collaborative planning relationships.

Daniel Norman is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Raymond James primarily since 2007, including seven years at A. G. Edwards & Sons, Inc. prior to that. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized programs such as municipal and public-finance advisory services.

Vihan Patil is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Ingenero Inc., Wisconsin Union, and AERIE Preferred Financial Group, as well as academic positions at the University of Wisconsin-Madison and Vellore Institute of Technology. Equitable Advisors serves individuals across the wealth spectrum, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses a combination of firm-offered programs and third-party advisory models, focusing on personalized risk assessment and portfolio management without sponsoring its own wrap fee program.

Blake Peterson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017. Peterson is also employed by JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through an Institutional Consulting Services program that emphasizes quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mathew Noel is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with affiliated Mass Mutual entities since 2016. Noel is also involved in servicing equity index annuities and acts as an agent for individual life insurance. MassMutual 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 and asset management services using firm-approved analytical tools and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Kristin Braska is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at City National Bank, Charles Schwab, LPL Financial, INVEST Financial Corp., and Johnson Bank. She serves as a committee member of the Steeplechase Condominium Association, where she participates in auditing spending and investment discussions. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations with a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies implemented through a mix of in-house and third-party managers, and is supported by the resources of RBC Capital Markets and its affiliated asset managers.

Andrew Lochner is a financial advisor at Ameriprise in Madison, WI, holding a Series 66 designation with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves as a trustee for Veterans of Foreign War Post 1318, where he attends monthly meetings and audits financial transactions. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, focusing on those with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients maintaining Ameriprise-managed accounts.

James Hodge is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has worked at Robert Baird & Co. since 1996 and has also been affiliated with Northwestern Mutual Investment Services, LLC since 2005. Outside of his advisory work, he serves as a board member for Cargill Methodist Church and Wellntel, Inc., and is a 50% owner of The Good Acres, LLC farmland. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by in-house research and a variety of manager-traded and model-traded strategies.

Marc Haberli is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Epic Systems Corporation for 27 years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Kittel is a financial advisor with Thrivent Investment Management in Verona, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial, Instacart, and the University of Wisconsin–Madison. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based planning across various financial areas without discretionary trading authority.