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 with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Arnol also has ownership interests in two investment-related businesses based in Madison, Wisconsin. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services 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.

Jacob Torpy is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Cutler Financial Group and Inside Out Field Services. Outside of advising, he has also worked as an office cleaner on weekends. 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 a variety of portfolio management strategies supported by in-house and third-party research.

Xun Liu is a financial advisor with Charles Schwab in Middleton, WI, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Charles Schwab in 2026, Xun worked at J.P. Morgan Securities and JPMorgan Chase Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Jestin Dohner is a financial advisor with LPL Financial based in Madison, WI. He holds a Series 63 designation and has 26 years of industry experience. His prior roles include positions at Johnson Financial Group and Old National Bank. Outside of his advisory work, he assists with retail sales at a family tree farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, incorporating discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Levi Cutler is a CFP® professional with 20 years of industry experience currently serving with LPL Financial since 2018. He previously worked at SII Investments, Inc. for six years and has operated Cutler Financial Group since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research resources.

Rachel Roth is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and having two years of industry experience. Her prior work includes roles at Northwestern Mutual and Janesville School District. Outside of finance, she is involved in pet care through a pet sitting service using the Rover app. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary trading authority. The firm enables clients to combine planning with managed accounts through a consolidated billing option called WealthPlan, maintaining separation between planning and portfolio management.

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 with LPL Financial and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Robert W. Baird, Thrivent Investment Management Inc, and Fidelity Investments. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Nathan Falk is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Bayer Crop Sciences, Syngenta, PFS Investments, Inc., and Primerica Financial Services. Outside of advisory services, he is involved in sales of home security, automation products, and loan products through affiliates of PFS Investments and Primerica Mortgage. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Nicholas Alsteen is a CFP® with 20 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor based in Waunakee, WI. Outside of his advisory role, he is the owner of Alsteen Ventures LLC and serves on the Board of Directors for the Wisconsin Alumni Association's Sauk County Chapter. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Christopher Tancill is a financial advisor with RBC Capital Markets based in Madison, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at RBC Capital Markets since 2008 and is also associated with City National Bank since 2017. Tancill has passive ownership interests in several hotel investment ventures and a real estate development partnership in Utah. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers multiple advisory programs with tailored investment strategies incorporating in-house and third-party managers, supported by comprehensive portfolio management and custody services.

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.

David Sorensen is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, with 49 years of industry experience. He has held prior roles at Securities America Advisors, Inc., Cetera Advisor Networks LLC, and has involvement in multiple business ventures including managing a succession planning firm and owning a fixed life insurance and annuities company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm utilizes a range of investment tools and advisory platforms to offer integrated brokerage, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

David Stuart is a financial advisor with Ameriprise in Cambridge, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Ameriprise since 2017, with prior roles at PFS Investments and Primerica Financial Services. Outside of his advisory work, he serves as an independent WIAA football referee during the fall season. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.