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 with Osaic Wealth Inc. in Fitchburg, WI. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Commonwealth Financial Network, Midwest Financial Group, and Edward Jones. Outside of advising, he was involved with several business ventures including Always Rising Media, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

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 and three years of industry experience. Prior to joining Ameriprise, Jamie worked at BMO Harris Bank and held positions at Lands' End and The Bon-Ton Stores, Inc. Outside of advisory work, Jamie is employed by Swoboda Management LLC, where they manage a non-investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research and data tools.

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 based in Madison, WI. He holds the CFP® and ChFC® designations and has 30 years of industry experience. His prior career includes over a decade with BMO Harris Financial Advisors, Inc. He also acts in a fiduciary capacity for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Wendy Rindfliesch is a financial advisor at Morgan Stanley with 16 years of industry experience. She has been with 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 serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

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 one year of industry experience. Prior to joining Edward Jones, he worked at Alacrity Wealth Advisors and Ameriprise. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Devin Lowenberg is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. He has previously worked at several firms including Raymond James Financial Services and Southwestern Investment Group. Devin is also involved with Lake Ridge Financial as an investment representative. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

James Myers is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018, with prior experience at First Business Bank and SII Investments, Inc. He serves as treasurer on the board of a local school district and is actively involved in refereeing basketball games. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios, supported by research from LPL Research and third-party subadvisors.

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.

Carter Buchman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Fleetcor and Capstar Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Andrew Coopman is a CFP® with 25 years of experience in the financial industry. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dylan Talerico is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2015, previously serving as a Planning Consultant from 2020 to 2024, and as a Financial Representative from 2015 to 2020. Prior to joining Fidelity, Dylan was a Registered Sales Associate at Associated Bank - Associated Investment Services from 2014 to 2015, and an Insurance Coordinator at Legacy Advisor Network from 2013 to 2014. As a Certified Financial Planner®, Dylan focuses on helping clients develop and implement personalized financial strategies that align with their unique goals, values, and priorities. His approach emphasizes authenticity, integrity, and trust, aiming to foster meaningful relationships and empower clients to make confident financial decisions that benefit them and their families.

Tasha Bremel is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2012. Bremel volunteers as a fundraiser event committee member for Ronald McDonald House Charities in Madison, assisting with event planning and decorations. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.