Paul Vosburgh is a Certified Financial Planner (CFP®) with 33 years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2003. Based in Madison, WI, Vosburgh holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management to offer a broad range of capital markets services and proprietary research.

Cory Wright is a financial advisor with Ameriprise in Fitchburg, WI, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2018, with prior experience at U.S. Bancorp Investments. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports on income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and uses algorithmic automation under oversight to support client recommendations.

Paul Tahtinen III is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of about 23,701 advisors, offering discretionary and non-discretionary investment solutions alongside affiliated mutual funds and tax-efficient services.

Sean Bayer is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Adventure Credit Union and CUNA Brokerage Service, Inc. Bayer’s experience also includes time with Cuna Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by extensive research and diverse portfolio strategies.

Tyler Mc Conville is a financial advisor at OSAIC Wealth, Inc. based in Madison, WI, with 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked at various firms including Facet Wealth and Ameriprise Financial. He serves as Director of Career Development for the Financial Planning Association of Wisconsin, focusing on supporting professionals in career transitions and advancing the financial planning profession. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers a range of integrated brokerage and investment advisory services featuring sophisticated portfolio construction tools and access to third-party money managers.

Scott Wallen is a financial advisor with Merrill in Madison, WI, holding a Series 66 designation and 10 years of industry experience. He has worked with Bank of America, N.A. and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Smyth is a financial advisor with LPL Financial in Madison, WI, holding Series 63, 65, and 66 licenses and 29 years of industry experience. He has worked with Cuna Brokerage Services Inc. and Cuna Mutual Group since 2014. Smyth is involved with CUNA Mutual Executive Benefits, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Nicholas Reiland is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2001, bringing over 30 years of business experience to his role. Nicholas began his career as a Certified Public Accountant with a "Big Eight" accounting firm before moving into executive positions as Chief Financial Officer and Chief Executive Officer for managed care organizations across multiple states. Nicholas holds a Bachelor's degree from the University of Notre Dame and has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA) designations. While he is a CPA by training, he does not provide tax or legal advice in his current role. His background in healthcare and executive leadership provides him with insights into the challenges faced by medical professionals, businesspeople, and families. Nicholas focuses on helping families develop strategies to meet goals such as education funding and legacy planning. He has coached youth sports teams and served on advisory boards for his Church. Nicholas resides in Madison with his wife, Kate, and their four children.

Douglass Belt is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including MassMutual Life Insurance Company and Securities America Advisors. Outside of his advisory role, he is an independent insurance agent through Atlas Wealth Advisers. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm delivers these through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

Jason Mascitti is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has been with Thrivent since 2015 and participates in several community organizations, including serving as Membership Vice President for the Boy Scouts of America and chairing the Scholarship Committee for the Italian Workmen's Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based planning without discretionary portfolio management for institutional clients.

Beau Goff is a financial advisor at Raymond James Financial with 10 years of industry experience. He has been with Raymond James Financial Services Advisors since 2017 and previously worked at Northwestern Mutual Investment Services. He serves as a volunteer member of the finance and investment committee at the Bethel Lutheran Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory programs supported by analytical tools and maintains capabilities in municipal and public finance advisory services.

Jakizisha Mckinney Bell is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Fidelity, Bell held roles at Northwestern Mutual and Sandy Botcher. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Hans Meixelsperger is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 credential and eight years of industry experience. Prior to joining UBS in 2018, he worked at Schlumberger from 2016 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Trey Mc Kee is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. His prior work includes roles at CLF Asset Management and Screenverse, as well as five years at Paoli Schoolhouse American Bistro. 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.

Steven Halverson is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he serves on several community boards in Monona, WI, including the Monona Grove Business Mens Club and the Monona School District Charter School Board, and is involved with veterans monuments and local nonprofit activities. He is also the owner of Biking for Jack LLC, which holds the rights to a bicycle jersey design. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

Eric Faust is a financial advisor at Edward Jones in Madison, WI, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns and manages farmland that is sharecropped. 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 national network of advisors and branch offices.

Jamie Magadanz is a financial advisor with Ameriprise in Sun Prairie, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Jamie worked at BMO Harris Bank and held positions at Lands' End and The Bon-Ton Stores, Inc. Outside of advisory work, Jamie is employed by Swoboda Management LLC, where they manage a non-investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research and data tools.

Zachary Mulford is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and also holds a role as an insurance agent with Mass Mutual Life Insurance Company. Outside of financial advising, he has ownership in a real estate business, Gateway Properties LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using a collaborative and analytical approach to help clients with goal-based strategies.

Peter Schmidt is a financial advisor with LPL Financial based in Madison, WI. He holds the CFP® and ChFC® designations and has 30 years of industry experience. His prior career includes over a decade with BMO Harris Financial Advisors, Inc. He also acts in a fiduciary capacity for a family trust. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Wendy Rindfliesch is a financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.