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.”

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 Madison, WI, with 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

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 with Ameriprise, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Hoffman serves on the Board of Directors for Madison Business Partners. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies in its advisory approach.

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.

Jenny Santek is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services including tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Melissa Hillebrand is a financial advisor at UBS Financial Services in Madison, WI, holding Series 63 and Series 66 credentials with 13 years of industry experience. She has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Rachel Hammes is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics. The firm combines planning services with managed-account programs under a consolidated billing option while maintaining separate planning and investment management functions.

Shannon Radabaugh is a Series 66-credentialed financial advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird in 2021, Radabaugh worked for 14 years at HSHS Sacred Heart Hospital. Outside of financial advising, Radabaugh volunteers with BioLife Plasma. Radabaugh is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex non-traditional investments.

Jordan Truttschel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has been with Cambridge since 2014 and previously managed businesses including Race Day Events, LLC and Catering by Mike Losse. He also serves as treasurer for Active Youth Wisconsin. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple investment platforms and proprietary model strategies, combining discretionary and non-discretionary approaches tailored to client objectives.

Mickie Lor is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and has worked at Merrill and Wealthspire Advisors prior to joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Stephen Cooley is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory work, Cooley is president of Stephen Cooley Enterprises, Inc., which he established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.