Aaron Lawry is a financial advisor with LPL Financial in Middleton, WI, holding a Series 66 credential and having 20 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and Edward Jones. He also provides investment services through the University of Wisconsin Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including model portfolio programs and institutional platforms.

Jason Krueger is a CFP® and holds a Series 66 license with Ameriprise, where he has worked since 2007, accumulating 18 years of industry experience. He is based in Fitchburg, WI. Outside of his advisory role, he owns a real estate business under Annrose LLC. Ameriprise is an institutional firm offering a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets. The firm provides comprehensive, research-based recommendations that incorporate tax-smart strategies and adaptive withdrawals, supported by a centralized consulting team.

Timothy Schiefelbein is a CFP® professional with 20 years of experience, currently serving as an advisor at LPL Financial in Madison, WI. His work history includes roles at University of Wisconsin-Credit Union since 2018, as well as previous positions at Securities America Advisors and Baer Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides various investment strategies through a large network of representatives, combining model portfolios, third-party management options, and custom strategies supported by advanced operational tools.

Michael G. Bell is a CFP® and ChFC® professional with 32 years of experience in financial services, currently serving at UBS Financial Services since 2013. He is a member of Pension Consulting Group, LLC, which provides qualified plan services. Bell also serves as an advisory group member for the Foundation for Madison's Public Schools, reviewing financial performance and budgets. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Forrest Gilbertson is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Morgan Stanley and its affiliates since 2018 and joined Ameriprise Financial Services in 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Christopher Spaith is a financial advisor at Ameriprise in Madison, WI, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at firms including Empower Advisory Group, Madison Investments, and TIAA-CREF. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Lauri Sperfslage is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has operated Lauri Sperfslage LLC since 2016. Outside of her advisory work, she is involved in agricultural land management in Iowa. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consultative approaches supported by advanced analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Jonathan Burns is a CFP®-designated financial advisor with Raymond James Financial, based in Madison, WI, with 17 years of industry experience. His prior roles include positions at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is an associate at Tactical Financial Group, where he meets with and services clients. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary advice using analytical tools and supports client implementation through various advisory programs.

Darin Schubring is a financial advisor with Ameriprise in Middleton, WI, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Ameriprise and its related entities since 2014. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, tax-efficiency analysis, and automated recommendation tools to deliver tailored, non-discretionary advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Kay Kapets is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial and its affiliates since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning but does not offer portfolio management for institutional clients.

Leo Urzagaste is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He is focused on connecting clients with ideas, tools, resources, and strategies to help build personalized financial plans and achieve their objectives. Prior to this, he served as a Financial Representative at Fidelity Investments from 2022 to 2024. Before joining Fidelity Investments, Leo worked as a Financial Specialist at the University of Wisconsin Credit Union from 2020 to 2022. Throughout his career, he has developed expertise in understanding clients' unique needs and tailoring financial plans accordingly.

Penelope Pack is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked at Primerica Financial Services since 2010. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading and implementation to BNY Mellon Advisors.

Guy Stratton is a financial advisor with Edward Jones in Waunakee, Wisconsin, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at BMO Private Bank/Wealth Management for 16 years before joining Edward Jones in 2017. 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, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Scott Peters is a financial advisor with Ameriprise in Madison, WI, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliates since 1994. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and utilizes algorithmic tools alongside a consulting team to support its retirement-income planning.

Tim Keogh is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity Investments in 2012 and has served in various roles including Workplace Planning and Advice, Financial Representative, and Planning Consultant. Tim focuses on a holistic wealth planning approach tailored to meet clients' financial needs. He emphasizes building personal relationships with clients to provide service that aligns with their individual goals.

Kevin Patterson is a Series 66-licensed financial advisor with Morgan Stanley in Middleton, WI, bringing 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and investment committee guidance. The firm manages approximately $2.74 trillion in client assets and provides a wide range of retail and institutional investment services.

Scott Whitcomb is a financial advisor with Wells Fargo Advisors in Middleton, WI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Wells Fargo Advisors since 2012. Whitcomb also owns Scott Whitcomb, LLC, a financial practice based in Verona, WI, and is involved with Integrity Wealth Advisors and Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche financial planning areas, supported by proprietary research and planning tools.

Benjamin Falk is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services.

Chelsea Roth is a financial advisor with LPL Financial and holds the Series 66 designation. She has nine years of industry experience, including prior roles at BMO Harris Financial Advisors and Epic Systems Corporation. Roth is based in Verona, Wisconsin. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Kevin Mohr is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he worked for 22 years at Lincoln Financial Advisors and Osaic FA, Inc. He also holds an active role as an insurance agent focusing on fixed insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering a range of advisory and brokerage services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization strategies supported by various risk management tools, with a platform notable for its scale, affiliate network, and private equity ownership.