Jacqueline Frazee is a financial advisor with Osaic Wealth Inc. She holds the Series 66 designation and has 18 years of industry experience. Prior to joining Osaic, she worked at Commonwealth Financial Network and SII Investments. Frazee is also co-owner and Chief Operating Officer of Midwest Financial Group, a private entity providing 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, and access to multiple advisory platforms and third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Justin Tyson is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 license and 20 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Alexandra Shuchuk is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the CFP® designation and Series 66 license. Her work history includes roles at City National Bank, Loft, and Costco. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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, custody, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Gerald Tyson is a financial advisor with Equitable Advisors in Madison, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Tyson also operates under the DBA Cornerstone Wealth Management, LLC. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party managers, focusing on matching clients to appropriate programs based on personal and plan information and risk tolerance.

Paul Zander is a Series 66-licensed financial advisor with LPL Financial in Cross Plains, WI, where he has worked since 2014. He also holds a role at State Bank of Cross Plains and is involved with Sandman Music Agency, where he plays drums in a band monthly. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Charles Nemeckay is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2005 to 2017 before joining Baird in 2017. Outside of his advisory role, he serves as Treasurer at St Ann's School, an educational institution in Stoughton, WI. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services using a combination of in-house and third-party managers, covering a range of traditional and non-traditional investment strategies.

Olga Efremova is a financial advisor with LPL Financial in Madison, WI, holding Series 65 and Series 63 licenses. She has six years of industry experience, including prior roles at BMO Bank NA and Associated Bank, NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by various model portfolios and research.

William Czaplewski is a financial advisor with LPL Financial in Monona, Wisconsin, holding a Series 63 designation and over 33 years of industry experience. He has been with LPL Financial and Monona State Bank since 1994. Czaplewski also serves as a trust officer and vice president wealth officer at Lake Ridge Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, offering both discretionary and non-discretionary management tailored to diverse client needs.

Bryan Davis is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and having seven years of industry experience. His prior roles include positions at Edward Jones and Cincinnati United Premier. Outside of his advisory work, Davis coaches youth soccer and operates a soccer camp focused on providing female college coaches opportunities to engage with female players. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans using proprietary research and model-based asset allocations.

Daniel Sabroff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and 2001 respectively, and has been involved with Laserwords, US Inc. and Straive since 1988. Outside of investment advising, he earns compensation through the sale of loan products and referrals for home security and automation services with affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Sarah Wolf Conlon is a financial advisor with J.P. Morgan Securities in Madison, WI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has tenure at JPMorgan Chase Bank, NA dating back to 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Ryan Liermann is a financial advisor with Thrivent Investment Management based in Madison, WI. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked at Pfizer, LGC, Clario, and Astellas Pharma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial analyses and ongoing planning relationships without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Troy Blodgett is the Senior Resident Director at Merrill's Madison, WI office and a Wealth Management Advisor. He began his career as a financial advisor in 2001 and joined Merrill in 2006 after previously serving as Branch Manager at an independent firm in Madison. In his role, Troy leverages his experience and the financial services at Merrill to assist clients in streamlining their financial lives. Troy follows a disciplined process that starts with understanding each client's specific needs, concerns, and priorities. He and his team develop financial strategies tailored to balance clients' objectives, risk tolerance, and timelines. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Wisconsin-Madison Business School with a degree in Finance & Investment Banking. Troy lives in the Madison area with his wife, Erin, and they coach their three sons in various sports. He is active in the community, serving on the boards of the Verona Area Lacrosse Club and Verona Wildcat Youth Football.

Joseph Gabriel is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2015. Outside of his advisory role, he provides general support and advice to a missionary-led Vision Team based in the Czech Republic, assisting with marketing materials and event logistics. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across multiple planning areas. The firm separates planning from managed-account services and conducts periodic reviews without accepting discretionary trading authority for its Dedicated Planning Service.

Deborah West is a financial advisor with Robert W. Baird & Co. in De Forest, WI, holding a Series 63 designation and 22 years of industry experience. She has been with Robert W. Baird & Co. since 1984. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of strategies and manager options.

Kasey Kinney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Madison, WI. Prior to this, Kinney held roles at WPS, Medico, United Health Care, Mass Mutual, and MetLife Securities. Kinney is also a co-owner and advisor at Tactical Financial Group, a local advisory practice operating under a DBA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports both advisory programs and institutional portfolio management.

David Lingle is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Primerica Advisors since 2015 and was previously associated with the Wisconsin Family Council. Outside of advising, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Karen Newquist is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Timothy Mcilwain is a financial advisor with Osaic who holds a Series 63 designation and has 25 years of industry experience. He worked at Lincoln Financial Advisors for 24 years before joining Osaic in 2025. Mcilwain is also the owner of Stickney-Mcilwain, LLC, where he sells and services fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and efficient frontier analysis to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kevin Fisher is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He worked at MetLife Securities, Inc. before joining Raymond James in 2016. Outside of his advisory role, he operates KRF Wealth Management as an independent insurance agency and serves as president of KRFISHER LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public-finance work.