Tim Keogh is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity Investments in 2012 and has served in various roles including Workplace Planning and Advice, Financial Representative, and Planning Consultant. Tim focuses on a holistic wealth planning approach tailored to meet clients' financial needs. He emphasizes building personal relationships with clients to provide service that aligns with their individual goals.

Kevin Patterson is a Series 66-licensed financial advisor with Morgan Stanley in Middleton, WI, bringing 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and investment committee guidance. The firm manages approximately $2.74 trillion in client assets and provides a wide range of retail and institutional investment services.

Scott Whitcomb is a financial advisor with Wells Fargo Advisors in Middleton, WI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Wells Fargo Advisors since 2012. Whitcomb also owns Scott Whitcomb, LLC, a financial practice based in Verona, WI, and is involved with Integrity Wealth Advisors and Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche financial planning areas, supported by proprietary research and planning tools.

Benjamin Falk is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing manager-traded and model-traded strategies alongside internal research and tools to support client advice.

Kevin Mohr is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he worked for Lincoln Financial Advisors for 22 years. He is also engaged in fixed insurance sales, including offering equity-indexed annuities. OSAIC serves a diverse clientele that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through its extensive network of advisers, employing various asset-allocation tools and investment platforms to construct customized portfolios.

Richard Radloff is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and 13 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a member of ArborView Partners LLC, a pass-through business entity. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies while providing a broad range of advisory, brokerage, and insurance solutions.

Orsan Kharbush is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized retirement-income consulting team.

Noelle Hatleberg is a financial advisor with Wells Fargo Advisors in Madison, WI, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting specific net-worth thresholds.

Debra Klinzing is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. In addition to her advisory work, she is a jewelry sales representative for Silpada Designs, a role she has held since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform that includes brokerage, custody, underwriting, and capital markets operations.

Tracy Gundert is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her career in financial advising, she worked at Omnipress for 27 years. 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, supported by a nationwide network of more than 23,700 financial advisors.

Parker Leisses is a financial advisor at Stifel in Madison, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Milwaukee Tool and the University of Wisconsin - Madison. Outside of his advisory work, he is also employed as a taxi driver. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing both brokerage and advisory services supported by proprietary investment analysis and planning methodologies.

Rodney Cupp is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has been with Cetera and its related entities since 2013. Outside of his advisory role, he owns a financial services business and is involved in the sale of fixed insurance products. He is also a partial owner of a family farm engaged in various agricultural programs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program structures.

Sandra Gehler is a financial advisor with Robert Baird & Co. in Verona, WI, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has been with Robert Baird & Co. since 1994 and has also worked with The Gray Companies since 1993. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of investment strategies.

Andrew Fritts is a financial advisor with LPL Financial in Madison, WI, holding Series 66 and Series 63 licenses and 23 years of industry experience. His prior roles include positions at BMO Harris Bank, Johnson Wealth Inc, Johnson Bank, and TIAA-CREF. 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 advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

John Kanak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with LPL Financial since 2012. 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 provides a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Justin Novara is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Madison, WI. He has been with LPL Financial and the University of Wisconsin Credit Union since 2014, working in roles related to investment sales and wealth management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management approaches.

Jean Modos is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Robert W. Baird. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Amruta Gupte is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2024, she worked at UW Credit Union from 2022 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Darren Speidel is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 credential and 24 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002. Outside of his advisory role, he serves as Chief Investment Officer for CWAG LLC, overseeing investment models and a trading system used by financial advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and algorithmic tools to provide written recommendation reports and ongoing advice.

Jennifer White is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.