Nicholas Reiland is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2001, bringing over 30 years of business experience to his role. Nicholas began his career as a Certified Public Accountant with a "Big Eight" accounting firm before moving into executive positions as Chief Financial Officer and Chief Executive Officer for managed care organizations across multiple states. Nicholas holds a Bachelor's degree from the University of Notre Dame and has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA) designations. While he is a CPA by training, he does not provide tax or legal advice in his current role. His background in healthcare and executive leadership provides him with insights into the challenges faced by medical professionals, businesspeople, and families. Nicholas focuses on helping families develop strategies to meet goals such as education funding and legacy planning. He has coached youth sports teams and served on advisory boards for his Church. Nicholas resides in Madison with his wife, Kate, and their four children.

Douglass Belt is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at MassMutual Life Insurance Company, Securities America Advisors, CUNA Mutual Group, Edward Jones, and Rural Mutual Insurance. He is also an independent insurance agent affiliated with Atlas Wealth Advisers. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jason Mascitti is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 65 and Series 63 designations and bringing 12 years of industry experience. He has been with Thrivent and its affiliate firms since 2014. Outside of his advisory role, Mascitti is involved in several community organizations, including serving as Membership Vice President for the Boy Scouts of America and chairing the Scholarship Committee at the Italian Workmen’s Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority and allowing integration with managed-account programs under separate arrangements.

Beau Goff is a financial advisor at Raymond James Financial with 10 years of industry experience. He has been with Raymond James Financial Services Advisors since 2017 and previously worked at Northwestern Mutual Investment Services. He serves as a volunteer member of the finance and investment committee at the Bethel Lutheran Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory programs supported by analytical tools and maintains capabilities in municipal and public finance advisory services.

Jakizisha Mckinney Bell is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Fidelity, Bell held roles at Northwestern Mutual and Sandy Botcher. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Hans Meixelsperger is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 credential and eight years of industry experience. Prior to joining UBS in 2018, he worked at Schlumberger from 2016 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Trey Mc Kee is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. His prior work includes roles at CLF Asset Management and Screenverse, as well as five years at Paoli Schoolhouse American Bistro. 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 large network of financial advisors and branch offices nationwide.

Nicholas Krey is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Edward Jones. Outside of advising, he has been involved in various entrepreneurial ventures such as Always Rising Media, LLC and Race Day Events, LLC. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization using tools like risk-tolerance questionnaires and efficient frontier analysis.

Steven Halverson is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he serves on several community boards in Monona, WI, including the Monona Grove Business Mens Club and the Monona School District Charter School Board, and is involved with veterans monuments and local nonprofit activities. He is also the owner of Biking for Jack LLC, which holds the rights to a bicycle jersey design. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

Eric Faust is a financial advisor at Edward Jones in Madison, WI, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns and manages farmland that is sharecropped. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jamie Magadanz is a financial advisor with Ameriprise in Sun Prairie, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2022, Jamie worked at BMO Harris Bank and Lands' End. Outside of his advisory role, he is employed by Swoboda Management LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Zachary Mulford is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and also holds a role as an insurance agent with Mass Mutual Life Insurance Company. Outside of financial advising, he has ownership in a real estate business, Gateway Properties LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using a collaborative and analytical approach to help clients with goal-based strategies.

Peter Schmidt is a financial advisor with LPL Financial in Madison, WI, holding CFP® and ChFC® designations and over 30 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and M&I Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Wendy Rindfliesch is a financial advisor at Morgan Stanley with 17 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Douglas Weisenberger is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Cetera in 2023, he worked extensively with Securian Financial Services, Inc. and Minnesota Life Insurance Company. Outside of his advisory role, he is involved as an agent/broker with North Star Consultants and is a co-owner of BDYZNBRGR, LLC, a real estate business focused on property development. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment services through a multi-manager platform, allowing advisors to use model portfolios, third-party managers, or custom strategies across multiple program structures and custodial relationships.

Carter Mrowiec is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Alacrity Wealth Advisors and Ameriprise. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Devin Lowenberg is a financial advisor at LPL Financial based in Middleton, WI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Lake Ridge Bank, Retirement Income Strategies, and several wealth management firms. 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 supported by model portfolios, third-party subadvisors, and various institutional platforms.

James Myers is a financial advisor with LPL Financial based in Madison, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has held roles at LPL Financial since 2018 and First Business Bank since 2016. Outside of his advisory work, Myers serves as treasurer on the board of the Mount Horeb Area School District and has worked as a basketball referee for NCAA and WIAA events. He is also vice president of Myers Farm Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad spectrum of non-advisory financial activities.

Carly Mc Cormick is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to her current role, she worked at Athletes In Action and has been with Thrivent since 2017. Outside of her advisory work, she operates a general photography business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts under a consolidated billing option called “WealthPlan.”

Madeline Dahm is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her background includes roles at UBS Financial Services and academic studies at the University of Wisconsin - Madison. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans and portfolio management.