Kasey Kinney is a CFP®-certified financial advisor with 13 years of industry experience, currently with Raymond James Financial in Madison, WI. Prior to joining Raymond James, Kinney worked at METLIFE Securities and Mass Mutual Investors Services, among other firms. Kinney is also a co-owner of Tactical Financial Group, a small advisory office in Madison. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a notable emphasis on advisory and implementation-support services rather than discretionary 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.”

Jeffrey Bowles is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner in the JB & Associates team since 2011. He brings over 20 years of business ownership experience along with professional designations including Certified 401(k) Professional (CKP), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). As a Portfolio Manager, he manages tailored investment strategies on a discretionary basis, incorporating a variety of portfolio approaches to align with clients' risk tolerance and financial goals. Jeff’s expertise encompasses individual and family retirement planning, estate planning, divorce transition planning, college education funding, employee benefits, liquidity management, and small business strategies. He leverages his extensive background to assist clients through significant life changes and business ownership challenges, emphasizing long-term relationships and goals-based investment strategies. Jeff graduated from the University of Wisconsin Eau Claire with a BBA in Economics, where he also played hockey for two years. Outside of his professional responsibilities, Jeff is engaged in community activities including volunteering with Pilots for Paws and serving as a Sea Base volunteer at EAA AirVenture. He enjoys traveling, boating, golf, ice hockey, photography, scuba diving, and time with his family. Jeff splits his time between Fitchburg, Wisconsin, and Fort Myers, Florida, and has deep roots in the Monona and Madison area.

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 licenses and 17 years of industry experience. He has worked with Raymond James since 2016, following eight years at MetLife Securities, Inc. Fisher is also an independent insurance agent specializing in dental, disability, health, fixed life insurance, and fixed annuities. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Corinne Tuschl is a financial advisor with Edward Jones in Waunakee, WI, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is listed with the Wisconsin Department of Employee Trust Funds without reporting responsibilities. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at American Express Financial Advisors for 11 years. Outside of her advisory role, she is a consultant involved in health and beauty product sales with Arbonne. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

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 based in Madison, WI, holding a Series 63 credential and bringing 38 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He is also active as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutional entities, offering various advisory programs and financial services supported by extensive research and model portfolios.

John Thomas Petree is a financial advisor at Fidelity with Series 63 and Series 66 designations and 20 years of industry experience. He has worked at various Fidelity entities since 2005, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios from a broad investable universe.

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 credential with one year of industry experience. His prior work includes roles at Lake Ridge Bank, Showtime Entertainment, and Bergstrom Automotive. 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 planning across various financial topics, allowing clients to combine planning with managed-account services 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 25 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2018, following an 11-year tenure at B C Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

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.