Kylie Cagle is a financial advisor at Osaic Wealth with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Sagepoint Financial and Sam Greco and Associates Financial Resources. Outside of her advisory role, she conducts life insurance and fixed annuity sales through a sole proprietorship and serves as a notary public in Wisconsin. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple investment programs delivered through an extensive affiliate network.

Sharon Blechinger is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. She has 30 years of industry experience, including six years at Northwestern Mutual Investment Management prior to joining Cambridge in 2010. Outside of her advisory work, she is co-owner of a family farm in Mazomanie, Wisconsin. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Tiffany Miller is a Series 66-licensed financial advisor with Edward Jones in Madison, WI, with four years of industry experience. Prior to joining Edward Jones, she was associated with Ruby Ribbon and Young Living, where she acted as a distributor of essential oils. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Megan Mitby is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2011. She is also associated with the Princeton Club. Megan is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Elizabeth Gawronski is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2020. Prior to joining Morgan Stanley, she was employed at Essence Global and Brand Networks. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with clients responsible for implementation and updates.

Michael Patterson is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 credentials and 51 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagement and corporate financial planning agreements.

Chad Winklepleck is a financial advisor with Edward Jones in Oregon, Wisconsin, holding the Series 63 designation and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as Vice President of the local Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kira Harris is a financial advisor with LPL Financial based in Madison, WI, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Johnson Financial Group and LL Financial LLC. 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, model portfolio programs, third-party asset management, and institutional platforms.

Anne Kies is a financial advisor with Primerica Advisors in Fitchburg, WI, holding Series 63 and Series 65 licenses and has 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of financial advising, she is involved in sales with Mary Kaye Cosmetics. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model recommendations and discretionary separately managed account options.

Kevin Mccloud is a financial advisor at LPL Financial with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at U.S. Bancorp Investments and U.S. Bank. Outside of advising, he serves as a notary for First Business Bank in Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Darci Kruchten is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment products.

Molly Geary is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Neider & Boucher, S.C. for five years and held a position at Biaggi's Ristorante Italiano for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Roth III is a Series 66-licensed financial advisor with LPL Financial and has one year of industry experience. He has also worked with UW Credit Union since 2020. 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 portfolio management services, utilizing model portfolios, third-party subadvisors, and customized investment strategies.

Jamie Hanson is a financial advisor at Osaic Wealth with 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Cetera Advisor Networks, Associated Investment Services, and Transamerica Financial Advisors. Outside of his advisory work, Hanson co-owns a college consulting firm that provides fee-based planning services for families navigating school choice and financial aid. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm supports various client segments such as high-net-worth individuals, retirement plan sponsors, charities, and corporate clients.

Scott James is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including 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.

Dane Zaher is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors, Paramount Financial, and American Family Insurance. Outside of finance, he operated a lawn service business for ten years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies. The firm's approach integrates proprietary research and third-party data within a defined investment universe influenced by affiliated product relationships.

George Heathcote is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at NEXT Financial Group, National Social Security Association, and Transamerica Financial Advisors. Outside of his advisory work, he is involved with Premier FMS and Ridgeline Lodge, among other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment approaches including model portfolios, third-party asset management, and customized strategies, supported by technology tools for operational and research assistance.

Jacob Kulich is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Heartland Credit Union and several other companies. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Andrew Thompson is a financial advisor at Osaic with 14 years of industry experience. He holds the Series 66 credential and previously worked at Lincoln Financial Advisors for 13 years. Outside of his advisory role, Thompson teaches estate planning as an adjunct instructor at the University of Wisconsin Law School, contributes op-ed articles reflecting on his military service, and operates a scuba instruction business. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm employs a model-based investment process featuring asset allocation and portfolio optimization, offering a range of advisory and brokerage services through its multi-advisor platform.

Michael Gant is a financial advisor with Ameriprise in Verona, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he is a member of SEW Operations LLC, a pass-through business entity unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.