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.

John Williams is a financial advisor with Ameriprise in Monroe, WI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Williams owns and operates a livestock farming business and serves on the board of the Mt. Horeb Lions Club. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to create customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Aaron Abel is a Series 66-licensed financial advisor with Ameriprise in Middleton, WI, and has 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Martin is a financial advisor at Edward Jones in Madison, WI, with 29 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 1996. Outside of his advisory work, he manages several residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large national network of financial advisors and branch offices.

Anthony Bosma is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2022 and has concurrently been affiliated with Cuna Brokerage Services, Inc. and CUNA Mutual Group since 2007. 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 advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Kristine Hoffman is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Hoffman holds a Series 63 designation. She serves on the Board of Directors for Madison Business Partners and is involved in independent insurance brokering. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on tax-aware withdrawal strategies and dependable income sources. The firm’s approach includes centralized analysis and proprietary tools, with recommendations implemented on a non-discretionary basis.

Steven Mueller is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at LPL Financial, CUNA Brokerage Services, Inc., and CUNA Mutual Group. He is based in Oregon, Wisconsin. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports, emphasizing a range of advisory, brokerage, and insurance solutions through affiliated companies.