Aaron Abel is a Series 66-licensed financial advisor with Ameriprise in Middleton, WI, and has 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Martin is a financial advisor at Edward Jones in Madison, WI, with 29 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 1996. Outside of his advisory work, he manages several residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large national network of financial advisors and branch offices.

Anthony Bosma is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 15 years with CUNA Brokerage Services and 19 years with Cuna Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers various financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by advanced operational and research tools.

Kristine Hoffman is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Hoffman holds a Series 63 designation. She serves on the Board of Directors for Madison Business Partners and is involved in independent insurance brokering. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on tax-aware withdrawal strategies and dependable income sources. The firm’s approach includes centralized analysis and proprietary tools, with recommendations implemented on a non-discretionary basis.

Steven Mueller is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at LPL Financial, CUNA Brokerage Services, Inc., and CUNA Mutual Group. He is based in Oregon, Wisconsin. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports, emphasizing a range of advisory, brokerage, and insurance solutions through affiliated companies.

Jenny Santek is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services including tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Melissa Hillebrand is a financial advisor at UBS Financial Services in Madison, WI, holding Series 63 and Series 66 credentials with 13 years of industry experience. She has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Rachel Hammes is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics. The firm combines planning services with managed-account programs under a consolidated billing option while maintaining separate planning and investment management functions.

Shannon Radabaugh is a Series 66-credentialed financial advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird in 2021, Radabaugh worked for 14 years at HSHS Sacred Heart Hospital. Outside of financial advising, Radabaugh volunteers with BioLife Plasma. Radabaugh is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex non-traditional investments.

Jordan Truttschel is a financial advisor with Cambridge Investment Research Advisors in Madison, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and has prior experience as an owner of independent insurance agencies and involvement in event management and catering businesses. He serves as Treasurer on the board of Active Youth Wisconsin. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment strategies.

Mickie Lor is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and has worked at Merrill and Wealthspire Advisors prior to joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Stephen Cooley is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory work, Cooley is president of Stephen Cooley Enterprises, Inc., which he established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Casey Collins is a financial advisor with LPL Financial based in Madison, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining LPL in 2021, Casey worked at Waddell & Reed Inc and Transamerica Financial Advisors. Outside of advisory work, Casey is active as a musician and guitarist with the band Drive to the Ocean. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jason Rohde is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Sonja Cheadle is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel since 2007, with brief periods at Bankers Bank and LPL Financial in 2022. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Jay Close is a financial advisor with Fidelity in Madison, WI, holding Series 63 and Series 66 licenses and 20 years of industry experience. He worked previously at CUNA Brokerage Services and CUNA Mutual Group from 2011 to 2022. Outside of his advisory role, he performs rideshare and food delivery services as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Pratt is a financial advisor with Edward Jones in Madison, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Wolfe is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 27 years of industry experience. She previously worked at Monona State Bank and LPL Financial before returning to Baird in 2024. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management through various separately managed account strategies, and utilizes internal research tools and manager monitoring in their advisory approach.

Nicholas Tancill is a financial advisor with RBC Capital Markets in Madison, WI. He holds the Series 66 designation and has four years of industry experience. Prior to joining RBC Capital Markets, he was a student and worked briefly at the University Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients' specific risk profiles.

Tyler Schroeder is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 license and has been with Baird since 2017, after six years in a prior role at MattressFirm. Outside of his advisory work, he is a principal in several LLCs, including The BS Group LLC and The TCM Group LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual and institutional clients through a variety of financial planning and portfolio management services. The firm manages approximately $394 billion in assets and employs a mix of manager-traded and model-traded strategies, supported by internal research and technology including artificial intelligence.