David Edwards is a CFP® professional with 28 years of industry experience. He is currently with LPL Financial and has prior experience at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Investment Management, among other firms. Edwards also maintains an investment-related business activity as a DBA for his LPL affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

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 at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Fidelity, TIAA-CREF, and BMO Harris Bank. Based in Madison, WI, he has been with LPL Financial since 2025. 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 portfolio management services, utilizing various advisory platforms and third-party asset managers.

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.

Jean Modos is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Robert W. Baird. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Amruta Gupte is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2024, she worked at UW Credit Union from 2022 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Darren Speidel is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 credential and 24 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002. Outside of his advisory role, he serves as Chief Investment Officer for CWAG LLC, overseeing investment models and a trading system used by financial advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and algorithmic tools to provide written recommendation reports and ongoing advice.

Jennifer White is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Jay Haselwander is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and 14 years of industry experience. His prior firms include CUNA Brokerage Services, Inc. and Cuna Mutual Group, where he has worked since 2008. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Colleen Bowar is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2014. Outside of her advisory role, she assists with family farming operations during planting and harvest seasons and serves as trustee and executor for several family trusts and estates. Merrill, together 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, and institutions, with support for trading, account administration, and custody.

Viktoria Nielsen is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2019. Outside of her financial advisory role, she is also a fitness instructor at Princeton Club East in Madison, Wisconsin. Robert W. Baird & Co.'s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Ryan Fountain is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He has worked with OSAIC Wealth Inc and Leighton Financial Services, LLC, among other organizations. In addition to his advisory role, he facilitates tax preparation services for clients through Full Spectrum Solutions, LLC. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to manage a wide range of investment portfolios.

Jon Richards is a financial advisor with RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Madison, WI. He holds the Series 66 credential and has two years of industry experience. Prior to joining RBC Wealth Management in 2024, he worked at Maplelag Resort and AgCountry Farm Credit Services and has experience at the University of Wisconsin-Eau Claire and Rensselaer Polytechnic Institute. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Jim Solberg is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant and Financial Representative at Fidelity Investments, accumulating experience from 2021 to 2025. He began his career at Northwestern Mutual Insurance, where he was a Financial Advisor from 2019 to 2020 and a Financial Representative from 2018 to 2019. Throughout his career, Jim has focused on building lasting relationships with clients by understanding their individual goals, values, and concerns. He engages in a thoughtful discovery process to develop personalized financial plans tailored to each client's unique story and aspirations. Jim lives in Wisconsin with his wife and three sons, including twins. Outside of his professional life, he enjoys baseball, comedy, fitness, football, golf, and attending social events with friends.

Makennah Bowling is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including an associate position at Plato's Closet. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement consulting, and asset-management programs through a network of investment adviser representatives, utilizing both firm-offered and third-party advisory solutions.

Christopher Mc Cullick is a financial advisor with Edward Jones in Mt Horeb, WI. He holds a Series 66 designation and has five years of industry experience. Prior to joining Edward Jones in 2020, he worked at BDU USA LLP and Smith & Gesteland LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, overlay and tax-efficient services, and affiliated investment products through a large network of financial advisors and branch offices.

Timothy Bressers is a Certified Financial Planner (CFP®) with 38 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Joseph Dwyer is a CFP® professional with 13 years of industry experience currently associated with LPL Financial. His career includes previous roles at Northwestern Mutual Wealth Management Company and Ameriprise. He also practices as an attorney outside the investment industry. 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 investment management solutions supported by technology tools and access to third-party asset managers.