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 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing manager-traded and model-traded strategies alongside internal research and tools to support client advice.

Chelsea Roth is a financial advisor with LPL Financial in Verona, WI, holding a Series 66 designation and having eight years of industry experience. She previously worked at BMO Harris Financial Advisors and Epic Systems Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide through its network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, with access to model portfolios and research from multiple sources.

Kevin Mohr is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he worked for Lincoln Financial Advisors for 22 years. He is also engaged in fixed insurance sales, including offering equity-indexed annuities. OSAIC serves a diverse clientele that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through its extensive network of advisers, employing various asset-allocation tools and investment platforms to construct customized portfolios.

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 at OSAIC with 24 years of industry experience. He holds the Series 63 designation and previously worked at Woodbury Financial Services Inc. and Cetera Advisor Networks, LLC. Outside of his advisory role, Brown is involved as a partner in several ventures, including financial planning and college consulting services. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and access to multiple advisory platforms, utilizing a range of asset-allocation tools and third-party investment solutions.

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 financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her career in financial advising, she worked at Omnipress for 27 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 investment strategies, supported by a nationwide network of more than 23,700 financial advisors.