Christopher Yesbeck is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He has been with Robert W. Baird since 2009 and previously worked at Wells Fargo Clearing. Yesbeck holds a Series 63 designation. He 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. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services.

Jennifer Tratnyek is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and recent industry entry beginning in 2024. Prior to joining Baird, she spent over a decade affiliated with the University of Wisconsin - Madison. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio management services. The firm offers a range of investment strategies and overlays, including traditional and non-traditional allocations, municipal advisory, and public finance services.

Benjamin Wierwill is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2009, including with Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market modeling techniques.

Terri Normington is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining LPL Financial in 2022, she worked with Cuna Brokerage Services and Cuna Mutual Group since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and diversified investment strategies.

Mark Chin is a Series 66-registered financial advisor with Edward Jones in Madison, WI, where he has worked since 2012. He has 14 years of industry experience. Outside of his advisory role, he serves as chair of the finance committee on the Sun Prairie Public Library Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

David Fagen is a financial advisor with Primerica Advisors in Oregon, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating primarily under a tiered wrap fee structure.

Katie Linhart is a financial advisor at UBS Financial Services with four years of industry experience. She has been with UBS since 2019 and holds a Series 66 designation. Prior to joining UBS, she worked at Eppstein Uhen Architects, Fiduciary Management, Inc., and the Kimple Family. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services through its platform.

Benjamin Plucker is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2023. Outside of his advisory role, he owns and operates a retail business, BLP Cellars, and a tax preparation service, BLP Accounting, and serves as president of the Daybreak Valley HOA board of directors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cassandra Meixelsperger is a CFP® professional with 15 years of industry experience. She has worked at Stifel since 2018, including prior experience at B.C. Ziegler and Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jacob Fendrick is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cummins Emissions Solutions and Phoenix Foreign Cars. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Kelly Venable is a financial advisor at Edward Jones in Stoughton, WI, holding a Series 66 designation with 11 years of industry experience. Her career includes multiple tenures at Edward Jones as well as roles at Coldwell Banker and Carbondale Unit 95 School District. Outside of her advisory work, she is a consultant for L’Bri Pure n Natural, a skin care business, though she does not sell products or recruit. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory solutions, including discretionary and non-discretionary strategies, and provides affiliated investment products and fiduciary services across a national network of advisors and branch offices.

Alexa Gill is a financial advisor at LPL Financial based in Sun Prairie, WI, holding a Series 66 designation. She has experience working with UW Credit Union, First National Bank & Trust Company, and The Spaeth Family, alongside being a full-time student until 2025. 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 various advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Janet Callan is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has worked at Merrill since 2005 and has been affiliated with Bank of America N.A. since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Eric Earle is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. and CUNA Mutual Group, where he has been involved since 2008. Outside of his advisory role, he is engaged in executive benefits through CUNA Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Earl Bischoff is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Thomas Cooke is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has been with UBS since 2021. Outside of his advisory role, he works seasonally as a ski and snowboard instructor at Devil's Head Resort and Convention Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and fiduciary financial planning.

Leah Mork is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds the Series 66 designation and has worked at several firms including Old National Bank and Bell Bank. Prior to her financial career, she was a full-time student for eleven years. Leah is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

Justin Hanson is a financial advisor with Cambridge Investment Research Advisors in Madison, WI. He holds a Series 66 designation and has experience in the financial industry beginning in 2026, following prior roles at One Community Bank and Hanson Electronics, LTD. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory through a network of independent Financial Professionals. The firm offers a variety of portfolio management options and emphasizes both proprietary and third-party investment strategies.

James Delaney is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 licenses and with seven years of industry experience. His prior roles include positions at Next Financial Group, Transamerica Financial Advisor, and World Financial Group. Outside of finance, he is the owner of Delaney Charcoal Steaks, Inc., a business he has operated since 2012. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

David Mudd is a financial advisor with Robert Baird & Co. in Madison West, WI, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Robert Baird & Co. since 1999. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of traditional and non-traditional investment strategies.