Jason Rohde is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Sonja Cheadle is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel since 2007, with brief periods at Bankers Bank and LPL Financial in 2022. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Jay Close is a financial advisor with Fidelity in Madison, WI, holding Series 63 and Series 66 licenses and 20 years of industry experience. He worked previously at CUNA Brokerage Services and CUNA Mutual Group from 2011 to 2022. Outside of his advisory role, he performs rideshare and food delivery services as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Pratt is a financial advisor with Edward Jones in Madison, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Wolfe is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 27 years of industry experience. She previously worked at Monona State Bank and LPL Financial before returning to Baird in 2024. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management through various separately managed account strategies, and utilizes internal research tools and manager monitoring in their advisory approach.

Nicholas Tancill is a financial advisor with RBC Capital Markets in Madison, WI. He holds the Series 66 designation and has four years of industry experience. Prior to joining RBC Capital Markets, he was a student and worked briefly at the University Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients' specific risk profiles.

Tyler Schroeder is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 license and has been with Baird since 2017, after six years in a prior role at MattressFirm. Outside of his advisory work, he is a principal in several LLCs, including The BS Group LLC and The TCM Group LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual and institutional clients through a variety of financial planning and portfolio management services. The firm manages approximately $394 billion in assets and employs a mix of manager-traded and model-traded strategies, supported by internal research and technology including artificial intelligence.

Benjamin Heidemann is a financial advisor at Ameriprise in Madison, WI, holding Series 63 and Series 65 designations with 11 years of industry experience. He previously worked at firms including Retirement Income Strategies, eCIO, and Principal Global Investors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm combines proprietary research and third-party data to provide strategies on asset allocation, withdrawal approaches, and Social Security claiming options within a defined investment framework.

Brian Hensen is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with Cetera and has held roles at North Star Consultants, Inc., Securian Financial Services, Inc., and Minnesota Life Insurance Company. He is a member of the community organization 100 Men of Dane County and owns Lost Grove LLC. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers flexible portfolio management options through a multi-manager platform with a range of discretionary and non-discretionary program structures.

Scott Richardson is a financial advisor with Cambridge Investment Research Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cambridge Investment Research since 2005. Richardson serves as a board member for the UW-Whitewater Foundation. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management via multiple platforms and proprietary model strategies.

Brianna Gardner is a financial advisor with Ameriprise in Verona, WI, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with advisors like Gardner.

Austin Nelson is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has a background that includes roles with the University of Wisconsin-Madison’s Department of Emergency Medicine and experience in basketball-related organizations. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of firm-offered and third-party advisory solutions.

Thomas Arnol is a financial advisor at Wells Fargo Advisors in Madison, WI, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing for 10 years. Arnol also has ownership interests in two related investment practices based in Madison. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Heidi Gasser is a Series 66-licensed financial advisor with Ameriprise in Madison, WI, bringing eight years of industry experience. She has been with Ameriprise Financial Services since 2016, following a two-year period working at Dreams Bridal Boutique. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on income sources and tax-efficient withdrawal strategies.

Xun Liu is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 designations and previously worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank in Wisconsin. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios, periodic reviews, and access to alternative investments.

Jestin Dohner is a financial advisor with LPL Financial in Madison, WI, holding a Series 63 designation and 26 years of industry experience. He has worked at LPL Financial since 2011, with a break during which he was employed at Old National Bank and retired briefly. Outside of his advisory role, he assists with retail sales at a family tree farm business. 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advisor-focused research and operational tools.

Chase Martin is a financial advisor with LPL Financial based in Verona, WI, holding a Series 66 designation and 10 years of industry experience. He has worked previously at Wealth Strategies of Wisconsin and Commonwealth Financial Network, with additional experience at Edward Jones. 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 provides a range of financial planning and investment management services through a large network of advisors, offering access to model portfolios, third-party asset managers, and customized strategies.

Rachel Roth is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, she worked at Northwestern Mutual and Janesville School District. Outside of her advisory role, she also works as a pet sitter through the Rover app. 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 planning on topics such as retirement, tax, estate, and business continuation without discretionary trading authority, and it allows clients to combine planning with managed accounts under a consolidated billing option.

Nolan Dunn is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Trane Technologies and operated Dunn Brothers Painting for five years. He has also spent time in educational roles at Middleton High School and Glacier Creek Middle School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm emphasizes matching clients to program models or discretionary managers, utilizing a range of third-party advisory programs and investment products.

Chad Lee is a financial advisor at LPL Financial with 11 years of industry experience and holds a Series 66 designation. His prior roles include positions at Robert W. Baird, Thrivent Investment Management Inc, Fidelity Investments, and Old National Bank. 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 investment management services, including model portfolios and third-party asset management, supported by technology tools and a broad platform of non-advisory financial products.