Brandon Gasser is a Financial Consultant at Fidelity Investments, bringing over twenty years of experience in financial services. His professional journey includes roles such as Private Client Advisor and Vice President of Investments at JPMorgan Securities LLC, Branch Manager and Vice President of Private Client at JPMorgan Chase Bank, as well as positions at TIAA-CREF, First Investors Corp, and Merrill Lynch. Throughout his career, Brandon has focused on educating and collaborating with clients to make informed financial decisions tailored to their unique needs. He emphasizes personalized planning and guidance to help clients achieve their financial goals. A native of Colorado, Brandon enjoys all things Wisconsin and engages in personal interests including family activities, fishing, outdoor adventures, reading, and traveling.

Jeffrey Supple is a CFP® professional with 30 years of experience in the financial services industry. He has been with LPL Financial since 2003 and concurrently serves at State Bank of Cross Plains, where he has worked since 2001. His experience includes referring clients to bank trust departments as part of his broader financial services role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Roger Deterding is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as Treasurer of the Mount Horeb Area Historical Society, overseeing financial reporting and business practices for the local historical organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm focuses on holistic, goal-based financial planning across a range of areas and offers a combined planning and managed-account program under the WealthPlan option.

Andrew Burish is a financial advisor at UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses with 42 years of industry experience, all with UBS since 1984. Outside of his advisory role, he serves on the board of directors for the Boys and Girls Club of Dane County and is the treasurer for the UW Eau Claire Foundation. He is also involved in several real estate investment partnerships and holds stock in a telecommunications company. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to proprietary research and capital markets capabilities. The firm combines institutional trading functions with wealth management to deliver customized investment solutions.

Elizabeth Miller is a Series 66-licensed financial advisor with six years of industry experience, currently with Thrivent Investment Management. Her prior roles include positions at SALT Software and involvement with nonprofit and community organizations such as Blackhawk Church and Harbor Athletic Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary portfolio management.

Derek Engler is a financial advisor with RBC Capital Markets in Madison, WI, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he hosts a weekly two-hour football talk show on ESPN Madison Radio and serves as a director for the NFL Alumni Caring for Kids Madison Chapter, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management and a range of investment options.

Kristin Cihla is a financial advisor with LPL Financial in Middleton, WI, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial, she has worked at BMO Bank NA since 1998. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Steven Nelson is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he operates as an independent business owner providing communication, satellite TV, and home security services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of financial products.

Lauren Pedersen is a financial advisor with OSAIC, holding a Series 63 designation and 43 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 1983 and is associated with Story Creek Inc. since 2002. 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. The firm provides integrated brokerage and investment advisory services with comprehensive portfolio management tools and access to third-party money managers.

Mc Kenzie Clary is a Series 66 licensed financial advisor with Edward Jones in Fitchburg, WI, bringing four years of industry experience. Prior to joining Edward Jones in 2022, Clary worked at Breakwater, Sedgwick, University Communities LLC, and the City of Madison. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Michelle Acker is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at LPL Financial and BMO Bank NA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and investor services through a large national network of financial advisors and branch offices.

Elizabeth Jackson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 30 years of experience in the financial services industry, having begun her career at Merrill in 1994 and joining the JB & Associates Team in 2000. Elizabeth focuses on helping families and business professionals navigate their financial challenges with straightforward coaching, aiming to build multi-generational relationships based on integrity, dependability, and trust. Her areas of expertise include college education planning, employee benefits planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and women and wealth. Elizabeth collaborates with clients and their legal, estate, and tax advisors to develop goals-based strategies that reflect clients’ changing life circumstances. Elizabeth holds a Bachelor's Degree from the University of Wisconsin System and holds professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a lifelong Madison resident, active in supporting the Alzheimer's & Dementia Alliance of Wisconsin, and participates in caregiver workshops in Madison. Elizabeth lives in Sun Prairie with her two sons.

Terri Buechner is a financial advisor at OSAIC with 9 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Advisors, Independent Financial Group, and Cambridge Investment Research. Outside of finance, she is the owner and instructor of Zoe Yoga LLC, where she teaches private and group yoga sessions. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types.

Christoph Meixelsperger is a Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he assists clients in making informed financial decisions and supports them through the wealth planning process by engaging in meaningful conversations to understand their priorities. Prior to this position, he worked as an Investment Consultant at Fidelity Investments in 2021, a Financial Consultant at TD Ameritrade from 2020 to 2021, and held roles including Business Development Specialist at TD Ameritrade during 2019 to 2020, Sales Agent Intern at State Farm in 2019, and Financial Representative at Northwestern Mutual in 2018. Born in Illinois, Christoph attended college in Iowa. His professional journey reflects a consistent focus on financial consulting and client service, spanning multiple companies within the financial services industry.

Jeremy Young is a financial advisor with LPL Financial based in Madison, WI, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, including roles at Chartway Federal Credit Union, Cuna Mutual Group, Cuna Brokerage Services, and Thrivent Investment Management. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Travis Heiser is a financial advisor with Ameriprise in Waunakee, WI, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, he serves on the Board of Directors for the Waunakee Rotary and is a member of SEW Operations LLC, a business he co-owns. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven recommendations with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Grace Schneble is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has prior work experience with BizTimes Media and several other organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions, model-based asset allocations, and research from UBS Global Research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including underwriting, market-making, and affiliated banking programs.

Heidi Schultz is a Series 66-credentialed financial advisor with 16 years of industry experience. She has been with Osaic since 2024 and previously worked for Woodbury Financial Services, Inc. for 14 years. Outside of her advisory work, she is a member of Baker Schultz Tax and Financial LLC and owns Lattice CPA, both of which provide tax preparation and accounting services. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing various portfolio construction tools and third-party managed-account solutions.

James Adamczyk is a financial advisor at Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements with employers.

Thomas Johnson is a Series 66-licensed financial advisor with Equitable Advisors in Madison, WI, and has two years of industry experience. His prior roles include positions at Jerg Financial Partners LLC and multiple terms with Equitable Advisors. Outside of advising, he was involved with Heavy Duty Heroes from 2022 to 2024. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through various programs and third-party managers.