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 at OSAIC with 25 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors for 24 years. In addition to his advisory role, Mcilwain owns Stickney-Mcilwain, LLC, which focuses on the sales and service of fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and the use of third-party managers and proprietary strategies.

Kevin Fisher is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. Prior to joining Raymond James in 2016, Fisher worked at MSI Financial Services, Inc. from 2012 to 2016. He is also involved as an independent insurance agent specializing in dental, disability, health, fixed life insurance, and fixed annuity products through his business, KRF Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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® professional affiliated with Wells Fargo Clearing in Madison, WI, with 21 years of industry experience. She worked at Ameriprise for 11 years before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she is a consultant for Arbonne, focusing on health and beauty product sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Amers is a financial advisor at LPL Financial in Madison, WI, with 11 years of industry experience. He holds the Series 66 designation and has previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

David Sigler is a financial advisor with LPL Financial in Verona, WI, holding a Series 63 designation and 38 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Inc., and Harbour Investments, Inc. Since 1988, he has also been involved as a non-variable insurance agent on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs and institutional platforms.

John Thomas Petree is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2005. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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 Wealth with 11 years of industry experience and holds a Series 66 designation. She previously worked at Securities America Advisors, Inc. and Cetera Wealth Services, LLC. Outside of advising, she serves as Senior Vice President at Legacy Advisor Network, where she is involved in insurance sales and support services for financial advisors. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization supported by various analytical tools and multiple program options.

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.