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.

Tyler Wedel is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Lauren Flynn is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this capacity, she works collaboratively with clients and their families to develop tailored financial plans. She emphasizes meaningful conversations to educate and empower clients, aiming to foster strong relationships through teamwork. Prior to her current position, Lauren held various roles in the financial services sector, including Associate Financial Advisor and Wealth Management Coordinator at TruStage in 2024, as well as a Private Markets Funds Alpha Intern at the State of Wisconsin Investment Board from 2021 to 2023. Outside of her professional work, Lauren has interests in comedy, concerts, fitness, food, social events with friends, and pets.

Leeann Kalinski is a financial advisor with Raymond James Financial in Madison, WI, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Morgan Stanley, Kuttin Wealth Management, Edward Jones, and BMO Harris Bank. Outside of her advisory work, she is involved in caregiving for her sister. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Paul Hees is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel and B. C. Ziegler and Company. He serves on the boards of the Pardeeville Area School District and the Pregnancy Resource Center and is a member of the Fellowship of Christian Athletes. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

Matthew Palm is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Robert W. Baird since 2024 and previously spent 10 years at UBS Financial Services. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Lindsey Casper is a financial advisor with Robert W. Baird & Co. in Madison West, WI, holding a Series 66 designation and eight years of industry experience. Her career includes multiple roles at Robert W. Baird since 2017 and prior positions at Concordia University Wisconsin. Outside of advising, she operates Leilani Flower Farm LLC, a small flower sales business. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and brokerage services, utilizing internal research and manager oversight to deliver both discretionary and non-discretionary investment strategies.

Shannon Davidson is a financial advisor with Robert W. Baird & Co. in Madison West, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Robert W. 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 provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Richard Brostowitz is a CFP® professional with six years of experience in the financial services industry. He is currently with RBC Capital Markets, where he has worked since 2020. Prior to this, he held roles at City National Bank and US Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and combines in-house and third-party managers to tailor portfolios according to clients’ Advisory Risk Profiles.

Dylan Peckham is a financial advisor at UBS Financial Services in Madison, WI, holding a Series 66 designation with five years of industry experience. His work history includes roles at UBS Financial Services since 2019 and prior experience at Gander Mountain and the University of Wisconsin Madison. Outside of his advisory role, Peckham has been involved in property management since 2023. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and research from its Chief Investment Office and global teams to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Andrew Drane is a Series 66-licensed financial advisor with Edward Jones in Madison, WI, where he has worked since 2017. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Saunders is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS 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 utilizes proprietary research and model-based asset allocations in client advisory.

Shannon Anderson is a financial advisor with Ameriprise in Fitchburg, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and annual advice focused on dependable income and tax-aware withdrawal strategies.

Monnica Brunker is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Terso Solutions and ABB - Thomas & Betts Power Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.