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 65 and Series 63 designations and has been with Robert W. Baird & Co. since 2015. He works within The DDK Group, a team in Baird’s Private Wealth Management department that serves individuals—including high net worth clients—as well as corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and custody and brokerage services, supported by internal research and technology-driven investment processes.

Chelsea Roth is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at BMO Harris Financial Advisors from 2017 to 2021 and at Epic Systems Corporation from 2015 to 2017. 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 portfolios, third-party asset management, and institutional platforms.

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.

Richard Radloff is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and 13 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a member of ArborView Partners LLC, a pass-through business entity. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies while providing a broad range of advisory, brokerage, and insurance solutions.

Orsan Kharbush is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized retirement-income consulting team.

David Brown is a financial advisor with OSAIC, holding a Series 63 designation and 24 years of industry experience. He previously worked at Woodbury Financial Services, Cetera Advisor Networks, and Associated Investment Services. Outside of his advisory role, he is a partner in several ventures including Akamai College Consultants, which provides consulting on school selection and FAFSA preparation. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization across various programs, supporting individual investors, retirement plan sponsors, charities, and corporate clients.

Noelle Hatleberg is a financial advisor at Wells Fargo Advisors in Madison, WI, holding Series 63 and Series 65 licenses with 15 years of industry experience. She previously worked at Wells Fargo Clearing for 10 years before joining her current firm in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services such as business-owner transition planning and special-needs analysis.

Debra Klinzing is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. In addition to her advisory work, she is a jewelry sales representative for Silpada Designs, a role she has held since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform that includes brokerage, custody, underwriting, and capital markets operations.

Tracy Gundert is a Series 66-licensed financial advisor with Edward Jones in Sun Prairie, WI, where she has worked since 2018. She has eight years of industry experience and previously spent 27 years at Omnipress. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Parker Leisses is a financial advisor at Stifel in Madison, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Milwaukee Tool and the University of Wisconsin - Madison. Outside of his advisory work, he is also employed as a taxi driver. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing both brokerage and advisory services supported by proprietary investment analysis and planning methodologies.

Rodney Cupp is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has been with Cetera and its related entities since 2013. Outside of his advisory role, he owns a financial services business and is involved in the sale of fixed insurance products. He is also a partial owner of a family farm engaged in various agricultural programs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program structures.

Sandra Gehler is a financial advisor with Robert Baird & Co. in Madison West, WI, holding Series 63 and Series 66 licenses and having 33 years of industry experience. She has been with Robert Baird & Co. since 1994 and has also been associated with The Gray Companies since 1993. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Andrew Fritts is a financial advisor with LPL Financial in Madison, WI, holding Series 66 and Series 63 credentials and over 23 years of industry experience. His career includes positions at BMO Harris Bank, Johnson Wealth Inc, TIAA-CREF, and Fidelity. 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 financial planning and investment management services, utilizing both proprietary research and third-party strategies across a broad platform.

Nicholas Mason is a financial advisor with Cetera in Verona, WI, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked with Avantax Investment Services and operates Mason Tax and Financial, a tax preparation and accounting business. Outside of finance, he is also active as a musician with The Rotation. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options including model portfolios, third-party managers, and bespoke strategies.

John Kanak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has previously worked at Waddell & Reed and Pinnacle Investment Advisors LLC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of investment adviser representatives.

Justin Novara is a CFP® professional affiliated with LPL Financial, based in Madison, WI, with 12 years of industry experience. He has worked at LPL Financial since 2014 and concurrently serves as an investment sales assistant at the University of Wisconsin Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.