Gavin Wishart is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation. He began his advisory career in 2024 and previously worked at JPMorgan Chase & Co. and several other businesses. Outside of finance, his background includes roles at Paddle Pub Madison and educational institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Japheth Baker is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2009. Outside of his advisory work, he manages Endure the Battle LLC, a mental health counseling business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating a tiered wrap-fee structure and maintaining control over its investment models.

Lucas Westby is a Series 66-credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Larissa Steffes is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at BMO Harris Financial Advisors and BMO Harris Bank. 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, and retirement plan consulting, with investment management options supported by extensive research and technology solutions.

Steve Soma is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 credential and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he is a partner in a rental property business in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Cole Mason is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2025 and previously worked at Avantax Insurance Agency and Avantax Advisory Services. Mason is also president of Mason Tax and Financial, Inc., where he is involved in tax preparation and business management, and serves on the board of directors of Avestar Credit Union. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes affiliated and third-party strategies.

Jason Reynolds is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Farmers Savings Bank Investment Center and Commonwealth Financial Network. Reynolds is based in Fitchburg, WI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions through a large network of affiliated advisers.

Carter Ruegsegger is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he has held various roles in education and retail, including positions at the University of Dubuque and Brian Wilson's Golf Shop. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines third-party data and proprietary research to provide tailored, tax-aware withdrawal strategies.

Becky Weyer is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research, Inc., Wds, and Harbour Investments, Inc. Outside of advising, she owns Weyer Virtual Office Solutions, LLC and volunteers with Sugar River UMC in Verona, WI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment strategies through various platforms and a network of independent Financial Professionals, combining proprietary models and third-party solutions.

John Riley is a CFP® professional with 27 years of industry experience and has been with Edward Jones since 2002. He holds Series 63, 65, and 66 licenses. Outside of his advisory work, he serves as Vice President of the Wisconsin United Athletic Club 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 range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Brandon Gasser is a Financial Consultant at Fidelity Investments, bringing over twenty years of experience in financial services. His professional journey includes roles such as Private Client Advisor and Vice President of Investments at JPMorgan Securities LLC, Branch Manager and Vice President of Private Client at JPMorgan Chase Bank, as well as positions at TIAA-CREF, First Investors Corp, and Merrill Lynch. Throughout his career, Brandon has focused on educating and collaborating with clients to make informed financial decisions tailored to their unique needs. He emphasizes personalized planning and guidance to help clients achieve their financial goals. A native of Colorado, Brandon enjoys all things Wisconsin and engages in personal interests including family activities, fishing, outdoor adventures, reading, and traveling.

Jeffrey Supple is a CFP® professional with 30 years of experience in the financial industry. He has been with LPL Financial since 2003 and also serves at State Bank of Cross Plains. His career includes roles that involve referring potential clients to the bank’s trust department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management through its network of investment adviser representatives.

Roger Deterding is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as Treasurer of the Mount Horeb Area Historical Society, overseeing financial reporting and business practices for the local historical organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm focuses on holistic, goal-based financial planning across a range of areas and offers a combined planning and managed-account program under the WealthPlan option.

Andrew Burish is a financial advisor at UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses with 42 years of industry experience, all with UBS since 1984. Outside of his advisory role, he serves on the board of directors for the Boys and Girls Club of Dane County and is the treasurer for the UW Eau Claire Foundation. He is also involved in several real estate investment partnerships and holds stock in a telecommunications company. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to proprietary research and capital markets capabilities. The firm combines institutional trading functions with wealth management to deliver customized investment solutions.

Elizabeth Miller is a Series 66-licensed financial advisor with six years of industry experience, currently with Thrivent Investment Management. Her prior roles include positions at SALT Software and involvement with nonprofit and community organizations such as Blackhawk Church and Harbor Athletic Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary portfolio management.

Derek Engler is a financial advisor with RBC Capital Markets in Madison, WI, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he hosts a weekly two-hour football talk show on ESPN Madison Radio and serves as a director for the NFL Alumni Caring for Kids Madison Chapter, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management and a range of investment options.

Kristin Cihla is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 designations and has worked at LPL Financial since 2021. Prior to joining LPL, she has been affiliated with BMO Bank NA since 1998. 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. The firm offers a range of advisory programs, financial planning services, and brokerage options, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management strategies.

Steven Nelson is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he operates an independent business providing communication, satellite TV, and home security services. 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 and uses proprietary research and model-based asset allocations to tailor client solutions.

Lauren Pedersen is a financial advisor with OSAIC, holding a Series 63 designation and bringing 42 years of industry experience. She has worked with Royal Alliance Associates, Inc. since 1983 and operates Story Creek Inc. since 2002. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services supported by multiple advisory platforms and third-party money managers.

Mc Kenzie Clary is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Clary held positions at Breakwater, Sedgwick, University Communities LLC, and the City of Madison. 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 large network of financial advisors and branch offices nationwide.