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.

Corinne Tuschl is a financial advisor at Edward Jones with 18 years of experience at the firm. She holds a Series 66 designation and is based in Waunakee, Wisconsin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Tripp Soma is a financial advisor at Edward Jones in Madison, Wisconsin, holding a Series 66 credential with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved in the restaurant industry and university work. He serves as a board member at large for Capital City Muskies Inc, a local nonprofit focused on fish stocking for Madison area lakes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Brendon Diers is a financial advisor with Edward Jones in Verona, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Patrick Rindfleisch is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and planning tools to develop financial plans.

Lori Huston Dinga is a CFP® with 21 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked for American Express Financial Advisors for 11 years. Outside of her financial advisory role, she also works as a health and beauty product consultant for Arbonne. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party data, serving clients with a broad range of financial products.

Michael Amers is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2022. Prior to that, he was associated with Cuna Brokerage Services, Inc. and Cuna Mutual Group. 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 services including retirement plan consulting and access to model portfolios and research from LPL Research and third-party subadvisors.

David Sigler is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, and Harbour Investments. He is also licensed as a non-variable insurance agent. 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 range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by model portfolios, third-party research, and various technology-driven investment solutions.

John Thomas Petree is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2005. Petree is based in Middleton, Wisconsin. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic methods in its research processes.

Nathan Trannel is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. He has worked at UBS Financial Services since 2017 and previously was with Ameriprise Financial Services, Inc. from 2015 to 2017. He also held a role at Mondays between 2014 and 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Thomas Dunn is a Financial Advisor at JB Wealth Management Group, affiliated with Merrill Lynch Wealth Management. He works with successful young professionals, business owners, families, and retirees to provide clarity and confidence in their financial lives through proactive planning, tax-aware strategies, and coordinated advice. Dunn's expertise covers a broad range of areas including financial planning for young professionals, growing family financial strategies, business owner planning, retirement planning, tax-efficient investing, equity compensation strategies, and estate and legacy planning. He began his career at Merrill in 2020 and joined JB Wealth Management Group in 2022. He holds a bachelor's degree in Personal Finance: Financial Planning with a minor in Entrepreneurship from the University of Wisconsin–Madison, graduating in 2020. Dunn has earned several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he is involved with Logan's Heart and Smiles and enjoys golfing, attending sports events, and spending time with his wife and son in Madison, Wisconsin.

Matthew Strode is a financial advisor at Thrivent Investment Management in Madison, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Lake Ridge Bank and various positions outside finance such as Showtime Entertainment and Stars of Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements, integrating these services with managed-account programs under a consolidated billing option called “WealthPlan.”

Cammie Banks is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Inc., CETERA Advisor Networks LLC, and Legacy Advisor Network, Ltd. Banks is also a senior vice president and insurance agent at Legacy Advisor Network, where she is involved in insurance sales and support services for financial professionals. 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 portfolio management using asset-allocation tools, risk assessments, and access to third-party money managers.

Dryden Geronimi is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 credential and has worked at Stifel since 2018, following 11 years at B C Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lauri Droster is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at RBC Capital Markets since 1998 and at City National Bank since 2018. Outside of her advisory role, she serves as treasurer for Devil's Head Ski Patrol, providing oversight for first aid supplies and training materials. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Bruce Gust is a financial advisor at OSAIC with 33 years of industry experience. He also has a long tenure at Fortis Investors, Inc. and Future Benefits of Wisconsin, both since the early 1990s. Outside of advisory roles, he is president of Complete Insurance and Financial Position, an S corporation involved in life and health insurance sales and securities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment products and third-party managers.

Ronald Phelps Jr. is a financial advisor with Ameriprise in Middleton, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, Phelps is active as an author of children’s and financial guidance books, serves on multiple nonprofit boards, and is involved in community initiatives including campaign leadership for a local food pantry. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining algorithmic and research-driven approaches to deliver tailored, tax-efficient income strategies through a centralized consulting team.

Ryan Genthe is a Series 66-licensed financial advisor with Edward Jones, based in Madison, WI, and has three years of industry experience. He previously worked at Vita Solutions LLC and has held roles outside finance including bartending at Lake Mills Golf Course and Koshkonong Mounds Country Club, as well as operating a lawn care business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.