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. He joined the firm in 2022 after beginning his career at Merrill Lynch in 2020. In his role, he partners with team members to address clients' specific needs through a combination of client-management skills, planning, and product knowledge, aiming to cultivate and maintain strong client relationships. Dunn specializes in areas including family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, portfolio management services, small business strategies, special needs planning strategies, tax minimization, and retirement income. He 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). Originally from Middleton, Wisconsin, Dunn graduated from the University of Wisconsin–Madison in 2020 with a Bachelor's degree in Personal Finance: Financial Planning and a minor in Entrepreneurship. He resides on the west side of Madison with his wife, Alaina. In his free time, he enjoys playing golf, watching sports, and spending time with friends and family. Additionally, he is involved with the community organization Logan's Heart and Smiles.

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.

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 financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Vita Solutions LLC and bartending positions at local golf and country clubs. He also operated a lawn care business for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory and investment services supported by a large nationwide network of advisors and branch offices.

Jon Venable is a CFP® professional with 27 years of experience, all spent at Edward Jones. He is based in Stoughton, WI. Outside of his advisory role, Venable has been involved as an assistant coach for youth baseball in Carterville, IL. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Andrew Roquet is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and CUNA Brokerage Services. Outside of advising, he is a senior partner at Earnest Consulting Group, focused on insurance sales, and is also engaged in farming through J. Henry & Sons. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships around comprehensive goal analysis and written recommendations.

Zachary Burch is a financial advisor at Ameriprise in Verona, WI, holding a Series 66 designation with six years of industry experience. He previously worked at Edward Jones for four years and at Cintas Corporation for five years. Outside of his advisory role, Burch co-owns ZC Capital, LLC, a real estate business, and BLP Accounting, which provides tax preparation services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm’s approach includes a combination of research, modeling, and tax analysis, supported by algorithmic tools and oversight committees.

Kevin Tyler is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kevin Pachucki is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Robert Baird & Co. and CUNA Brokerage Services, among other roles. In addition to his advisory work, he has been involved with Clear Channel Communications and educational institutions including Edgewood High School and Oregon High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Justin Goninen is a financial advisor at Morgan Stanley in Middleton, WI, holding Series 63 and Series 66 credentials with 18 years of industry experience. His career includes roles at Morgan Stanley since 2013, Morgan Stanley Private Bank since 2015, as well as prior experience at Enrich Financial Partners LLC and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning integrated with broader investment and institutional services.

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 Series 66-licensed financial advisor with LPL Financial, based in Madison, WI. She has six years of industry experience, including prior roles at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steve Soma is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 designation and 39 years of industry experience. He has worked at Edward Jones since 1987. Outside of advising, he is a partner in a rental condo business located in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.