Paul Vosburgh is a Certified Financial Planner (CFP®) with 33 years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2003. Based in Madison, WI, Vosburgh holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management to offer a broad range of capital markets services and proprietary research.

Jennifer Tryzna is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Ameriprise Financial Services, AERIE Preferred Financial Group, and Moving Forward. Outside of advising, she works part-time in customer service at Blains Farm and Fleet in Madison, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Cory Wright is a financial advisor at Ameriprise in Madison, WI, holding a Series 66 designation with 14 years of industry experience. His prior work includes roles at U.S. Bancorp Investments, US Bank, and previous stints with Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Paul Tahtinen III is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of about 23,701 advisors, offering discretionary and non-discretionary investment solutions alongside affiliated mutual funds and tax-efficient services.

Sean Bayer is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including CUNA Brokerage Service, Inc. and Cuna Mutual Group. His work history also includes roles at Adventure Credit Union and Madison Ice Arena. 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 and model portfolio programs, and supports its network of over 22,800 advisors with research and operational tools.

Tyler Mc Conville is a financial advisor at OSAIC with over 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Facet Wealth, SVA Financial, and Ameriprise Financial. Mc Conville serves as the Director of Career Development for the Financial Planning Association of Wisconsin, focusing on programs that support financial planning professionals in career transitions. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering various advisory and brokerage services through a complex affiliate network.

Karen Kwiatkowski is a CFP® professional with 44 years of industry experience. She has worked with LPL Financial since 2021 and previously spent nearly four decades at Waddell & Reed, INC., including extensive experience with insurance carriers. Outside of her advisory role, she has been involved in tax preparation and accounting services since 1982. 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 variety of advisory and brokerage services, including financial planning and access to multiple portfolio management options through a large network of investment adviser representatives.

Scott Wallen is a financial advisor with Merrill in Madison, WI, holding a Series 66 designation and 10 years of industry experience. He has worked with Bank of America, N.A. and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Smyth is a financial advisor with LPL Financial in Madison, WI, holding Series 63, 65, and 66 licenses, and has 29 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services Inc., Cetera Investment Services LLC, and Amcore Investment Services, Inc. Outside of his advisory work, he is involved with CUNA Mutual Executive Benefits in a capacity related to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

Stacey Washa is a financial professional with Cetera in Madison, WI, holding Series 63 and Series 66 designations and over nine years of industry experience. She has held roles at multiple firms including North Star Resource Group and Securian Financial Services. Outside of her advisory work, she is involved in the recreational sport community as a director of Mad City Cornhole, LLC and serves as a state and regional director for the American Cornhole League. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.

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 at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2016. Outside of his advisory work, Mascitti is active in community organizations, serving roles such as Membership Vice President for the Boy Scouts of America and chairing the scholarship committee for the Italian Workmen's Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses across various planning areas and combines planning with managed-account programs while maintaining separate service delivery.

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.