Thomas Dunn is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Pruco Securities, MassMutual Life Insurance Company, and Thompson Investment Management. He also operates Thomas Bradley Insurance, providing property and casualty as well as non-variable insurance services. LPL Enterprise serves a diverse client base that includes individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a large network of investment adviser representatives.

Scott Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 17 years of industry experience. He has worked at Raymond James since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Anderson is also involved as an insurance agent specializing in fixed insurance and annuities and owns a non-investment-related support company called Tactical Financial Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Michele Peacock is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at City National Bank since 2021. Her tenure at RBC Capital Markets dates back to 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Anne Hughey is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with UBS since 2013. In addition to her advisory role, she works as an independent insurance agent specializing in life, accident, and health insurance through Compass Benefits Specialists, LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Ryan Schlimgen is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Morgan Stanley Private Bank. Outside of his advisory role, he is involved with Sports Info Solutions, where he records statistics at Wisconsin football games. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a wide range of investment services.

Mark Wood is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JWH Group LLC, various insurance agencies, and Waddell & Reed, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports using research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with financial advisors.

Michael Osterberg is a financial advisor at UBS Financial Services with a Series 66 designation. He joined UBS in 2024 and has prior experience at Heartland Credit Union and various roles in education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a wide range of wealth management and institutional trading services.

Cody Kramschuster is a Series 66-licensed financial advisor with Edward Jones in Madison, WI, and has four years of industry experience. Before joining Edward Jones in 2022, he held positions at Duluth Trading Company, Silver Sluggers, Cottingham & Butler, Men's Wearhouse, and the University of Dubuque. Outside of financial advising, Cody works part-time as a dishwasher at Club 23, Inc., a restaurant in Wisconsin Dells. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lashell Lentz is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently serving at Morgan Stanley since 2013. She has held roles at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, Lentz is involved with the Girl Scouts of Badgerland Council as a board member and serves as a co-leader of a local Girl Scout troop; she is also a partner in an agricultural business, Boullion's Berries. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services that include but do not rely on individual security recommendations within standalone planning.

Trevor Joachim is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to joining Thrivent, he was affiliated with Thrivent Financial and has held roles with the Fellowship of Catholic University Students, Temple Athletics, USDA - ARS, and UW Madison. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and written recommendations covering various financial planning topics without discretionary trading authority.

Shayla Boyland is a financial advisor with Robert W. Baird & Co. in Madison, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Robert W. Baird since 2009. Outside of her advisory role, she serves as treasurer for the Madison Eastside Lacrosse Association, a nonprofit organization supporting youth and high school lacrosse teams. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Christopher Tierney is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, based in Madison, Wisconsin. With over 25 years of experience in the financial services industry, he has served in various capacities including a decade as the Resident Director of the Madison office. He joined Merrill in 2000 and has developed expertise in structuring professionally managed investment programs that focus on risk-adjusted returns, risk tolerance, and meeting clients' long-term goals. Chris holds a Bachelor's degree from the University of Wisconsin-Madison, where he triple majored in Finance, Marketing, and Management. He has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized multiple times on the Forbes "Best-in-State Wealth Advisors" list and was named on the Forbes "Best-in-State Wealth Management Teams" list in 2024. In addition to his professional activities, Chris supports several charitable organizations in the Madison community including Big Brothers Big Sisters of Dane County, 100 Men of Dane County, and the Jim B. Lemon Foundation. Outside of work, he enjoys spending time with his wife, Stacie, and their children Davis and Mila James, as well as engaging in golf and other outdoor activities.

Robbie Hipschman is a Planning Consultant at Fidelity Investments. In this role, he focuses on listening to clients' goals and co-creating financial plans tailored to their vision for the future. Robbie emphasizes open and honest communication, building lasting relationships, and providing financial education to improve clients' lives. Robbie has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Financial Consultant I before his current position. Prior to joining Fidelity, he worked as an Investment Coordinator at Northstar Resource Group and held positions as Relationship Banker and Universal Banker at Associated Bank. Outside of his professional work, Robbie has interests in art, board games, gardening, painting, pets, and writing.

Nabeel Qureshi is a Financial Consultant currently working at Fidelity Investments since 2023. His professional focus is on providing guidance and resources to individuals and families who aim to grow their personal, financial, and social capital for succeeding generations. Prior to his current role, Mr. Qureshi founded High Point Family Office LLC, where he worked from 2017 to 2023. He also held leadership positions as Chief Investment Officer, Chief Executive Officer, and Managing Member at Macro Trading Inc. from 2010 to 2016. Outside of his professional work, Mr. Qureshi has personal interests that include cars, comedy, fitness, outdoor adventures, and snowboarding.

Cherie Gon is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Judith Martinez is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. She has been with UBS Financial Services since 2015 and holds a Series 66 license. Martinez is based in Madison, WI. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Walter Meanwell is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory work, he serves as treasurer for the Bike Parks for Kids Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop recommendations delivered in meetings and written summaries.

Daniel Rendler is a CFP®-certified financial advisor with 13 years of industry experience. He is currently affiliated with LPL Financial and also maintains business activities under Silver Leaf Advisors, LLC and Rendler and Associates. Rendler has a background that includes more than a decade at Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Hannan is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo Investments, LLC from 2009 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment approach.

Scott La Montagne is a financial advisor at Edward Jones with 18 years of industry experience and holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2019, he worked at Dwellworks Property Advisors and the State of Wisconsin Investment Board. He serves as an investment committee member for the Bethel Endowment Fund and is a board member of Bethel Lutheran Church in Madison, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.