Patrick Clark is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary management tailored to plan objectives and demographics.

Katelyn Novara is a Series 66-licensed financial advisor with LPL Financial, based in Sun Prairie, WI, and has eight years of industry experience. She has worked at LPL Financial since 2017 and also has over a decade of experience with the University of Wisconsin Credit Union. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Fischer is a financial advisor with Mass Mutual Investors Services in Sun Prairie, WI, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at Northwestern Mutual and various educational institutions. 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 offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and emphasizes collaborative, annual planning engagements.

Dawson Schwengler is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, MML Investors Services LLC, MassMutual Life Insurance Company, and Marine Credit Union, among others. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients 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.

Stephen Vessey is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Advisors and spent over two decades with the Beaver Dam School District. He is also an owner and financial advisor at Killingsworth & Vessey Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice to client goals, and supports advisory programs through a large network of affiliated advisors.

Monica Mc Gauley is a CFP® certificant and holds a Series 66 license with eight years at Edward Jones and a total of seven years in the financial industry. Prior to joining Edward Jones in 2018, she worked at Moraine Park Technical College for ten years. 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 managed solutions, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Roland Moll is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with OSAIC since 2024 and previously held roles at Securities America Advisors, CETERA Advisor Networks LLC, and Richards Benefits & Financial Services, where he has been involved since 1982. Outside of advisory roles, he is engaged in life insurance sales through Richards Benefits & Financial Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by asset-allocation tools and multiple third-party platforms, with a platform structure shaped by mergers and significant private-equity ownership.

Nicholas Burge is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial and CUNA Mutual Group before joining Raymond James and also serves as a financial advisor at Farmers & Merchants State Bank, where he focuses on asset allocation, income planning, and college funding for both bank customers and non-customers. 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, pension plans, corporations, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals, and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Adelio Ikonomi is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Beaver Dam, WI. He has two years of experience in the industry, including roles at Thrivent Financial and Accelerated Logistics. Prior to his financial career, he held various positions including work at Sabrosa Cafe and Gallery and College Works Painting. 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 without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Katie Kohn is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked for Armor Animal Health for 17 years. Outside of her advisory role, she owns and operates Lace Nook LLC, a home decor retail and e-commerce business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Matthew Faust is a financial advisor at Edward Jones in Columbus, WI, holding a Series 63 license with 22 years of industry experience, all of which has been with Edward Jones since 2004. Outside of his advisory role, he is involved in farming row crops and manages various rental properties, including commercial office space and shed rentals. He also serves on the finance committee of the Prairie Ridge Hospital Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Ronald Counsell is a financial advisor at Edward Jones in Watertown, WI, with 16 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.