Deanna Miller is a financial advisor at OSAIC with 10 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Simon Quick Advisors, Proquility Private Partners, Form Wealth Advisors, and Raymond James Financial Services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager selections.

Ryan Witt is a financial advisor with J.P. Morgan Securities in Madison, WI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, LPL Financial, and several regional banks. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence with forward-looking capital market assumptions to build model asset allocations, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Mark Gernetzke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cuna Mutual Group and Cuna Brokerage Services, Inc. since 2009. He is also involved as a youth hockey coach with the Sun Prairie Youth Hockey Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

William Steckelberg is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023, previously serving 14 years at SagePoint Financial and 18 years at OSAIC Services, Inc. Outside of his advisory role, Steckelberg is a partner at River Capital Management, where he oversees operations and recruitment, and serves on the board of directors for the nonprofit Glacier's Edge Council. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting various managed strategies and third-party manager programs.

Chadwick Schloesser is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 66, 65, and 63 licenses and has worked with firms including Morgan Stanley Private Bank, SVA Plumb Wealth Management, and New York Life. Schloesser serves on the investment committee for the Capital Times Kids Fund, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a wide range of investment programs.

Jason Maas is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, Maas serves as Vice President and Board Member of the Greater Madison Conservation Society and participates on the Investment Committee for the Overture Center for the Arts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a wide range of investment and capital markets services.

Jason Buehrle is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Ameriprise Financial Services, LLC and has previously worked at Edward Jones, BMO Harris Financial Advisors, Inc., and LPL Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Hans Becker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial since 2024 and is also affiliated with UW Credit Union. Becker serves as a notary in addition to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, utilizing both proprietary and third-party strategies across a broad spectrum of asset classes.

Jordan Olson is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience, including roles at MML Investors Services and MassMutual Life Insurance. Prior to his financial services career, he worked several years at Pizza Hut. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Elizabeth Norman is a Series 66-licensed financial advisor with RBC Capital Markets in Madison, WI, with 24 years of industry experience. She has worked at RBC Capital Markets since 2006 and also at City National Bank since 2018. Norman serves on the boards of Second Harvest Foodbank of Southern Wisconsin and TRI 4 Schools, contributing to nonprofit governance and program oversight. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, implementing strategies tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Patricia McDonough is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2011. Her prior experience includes roles at Old National Bank, PNC Wealth Management, Natcity Investments, and Merrill. McDonough serves as an assistant vice president at Old National Bank, participating in their banking product referral program. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Francesca Moore Colver is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 65 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory work, she operates Francesca Colver Photography, a business she has run since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and may include ESG criteria in its recommendations.

Daniel Staples is a financial advisor with Wells Fargo Clearing in Madison, WI, holding Series 63 and Series 65 credentials and 43 years of industry experience. He worked at Merrill from 1996 to 2013 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he has a 50% ownership interest in farmland leased and enrolled in USDA conservation programs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and offers both brokerage and advisory solutions through its extensive network of over 14,000 financial advisors.

Paul Heitzkey is a financial advisor with Robert W. Baird & Co. in Belleville, WI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he serves as a board member on the investment committee of FlexPath Strategies, LLC, and works as an art teacher at St. Ambrose Academy. Heitzkey is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, employing a variety of investment strategies and management approaches tailored to client goals and risk profiles.

Joseph Luedke is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and previously worked at CUNA Mutual Group for five years. Luedke serves as a board member on the investment committee of the Madison Public School Foundation. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Katelyn Novara is a financial advisor with LPL Financial and holds a Series 66 designation. She has eight years of industry experience, including time at the University of Wisconsin Credit Union. Novara continues to be involved with the credit union through a wealth management role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Heather Willborn is a CFP® professional with 18 years of industry experience, currently with LPL Financial since 2022. Her prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, Inc., Banc One Securities Corporation, and the University of Wisconsin - Madison. Outside of her advisory work, she has bartended at BD’s Ripps Bar in Waunakee, WI. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools including machine learning.

Thomas Fischer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual and various educational institutions. Mass Mutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized services such as divorce planning and estate-settlement programs.

Cory Meyer is a financial advisor at Edward Jones in Middleton, WI, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Meyer owns and manages hunting land through two entities in Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mandy Rochel is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Actuate Improvement, Kwik Trip, and the University of Wisconsin–Madison in various roles. Outside of her advisory work, she is a self-published author and also works in customer service at Legends at Bergamont Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models.