David Hayward is a financial advisor with Merrill in Madison, WI, holding the Series 66 designation and with 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Equitable Advisors, Axa Advisors LLC, Joshua Kosnick, and Northwestern Mutual Investment Services LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Cavi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in areas including divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Peter’s approach emphasizes thorough diligence in developing financial strategies tailored to his clients’ goals, focusing on preparation for future financial uncertainties and coordinating efforts with other professionals such as accountants and estate planning attorneys. Peter holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Plan Fiduciary Advisor designation, the Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™ designations, as well as credentials as a Personal Investment Advisor and Retirement Benefits Consultant. He earned a Bachelor of Science degree in Mechanical Engineering from the University of Illinois at Urbana-Champaign and a Master of Management degree from the J.L. Kellogg Graduate School of Management at Northwestern University. Within his community, Peter serves on the Community Grants and Foundation Investments Committees of the Rotary Club of Madison and is a board member of the Wisconsin Association of Charitable Gift Planners, supporting its programming. Outside of his professional and volunteer commitments, he enjoys golfing, music, and traveling.

Adam Schinke is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based financial planning and offering a consolidated billing option called “WealthPlan” that separates planning from managed-account services.

Daniel Record is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in education at ConVal Regional High School and Hillsboro-Deering Elementary School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kylie Cagle is a Series 66-credentialed financial advisor at OSAIC with 14 years of industry experience. She previously worked at Sagepoint Financial for 11 years and has operated a sole proprietorship soliciting life insurance and fixed annuity sales since 2010. She is also a commissioned Notary Public in Wisconsin. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided asset-allocation tools and third-party managed account solutions.

Sharon Blechinger is a financial advisor with Cambridge Investment Research Advisors in Madison, WI, holding Series 63 and Series 66 licenses and with 29 years of industry experience. She has been with Cambridge since 2010. Outside of advising, she is a co-owner of a family farm in Mazomanie, WI. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to unaffiliated strategists, and features formal compliance and supervisory processes.

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 in Madison, WI, holding a Series 66 credential and two years of industry experience. Her prior work includes roles at Johnson Financial Group and LL Financial LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios and research.

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 in Madison, WI, holding the ChFC® designation with 14 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and U.S. Bank. He is also a notary at First Business Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, incorporating diverse investment strategies supported by LPL Research and third-party subadvisors.

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, based in Sun Prairie, WI. He has one year of industry experience and has previously worked with UW Credit Union among other roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jamie Hanson is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and Cetera Advisor Networks, LLC. Outside of his advisory role, Hanson is involved in several business ventures including co-ownership of a college consulting service and partnerships offering insurance and tax services. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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 at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors, Axa Advisors, and Paramount Financial. Outside of finance, he operated a lawn service business for ten years. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.