Joseph Luedke is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and previously worked at CUNA Mutual Group for five years. Luedke serves as a board member on the investment committee of the Madison Public School Foundation. 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, and custody and brokerage services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Randy Schwartz is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 20 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Cetera. In addition to his advisory role, he manages operations at Statehouse Investments LLC, a financial services firm. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple account platforms, proprietary model strategies, and access to third-party advisers.

Dennis Baker is a Certified Financial Planner (CFP®) with 35 years of industry experience. He is currently an advisor at LPL Financial and has previously worked at several firms, including Woodbury Financial Services and Baker & Launder Financial Services. Outside of his advisory work, Dennis owns and manages a solar energy LLC supporting a nonprofit ice arena and is involved in tax preparation and accounting services through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with model portfolios, third-party asset management, and technological tools while maintaining broad non-advisory financial activities and oversight of substantial discretionary assets.

Heather Willborn is a CFP® professional with 18 years of industry experience, currently with LPL Financial since 2022. Her prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, Inc., Banc One Securities Corporation, and the University of Wisconsin - Madison. Outside of her advisory work, she has bartended at BD’s Ripps Bar in Waunakee, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools including machine learning.

Mark Goff is a financial advisor with Raymond James Financial in Madison, WI, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Raymond James since 1986 and currently leads Goff Wealth Management as CEO. Outside of his advisory role, he is involved in selling fixed annuities through insurance brokerage agencies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and incorporates analytical tools to support client goals, and it maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Cory Meyer is a financial advisor at Edward Jones in Middleton, WI, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Meyer owns and manages hunting land through two entities in Wisconsin. 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 and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mandy Rochel is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Actuate Improvement, Kwik Trip, and the University of Wisconsin–Madison in various roles. Outside of her advisory work, she is a self-published author and also works in customer service at Legends at Bergamont Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models.

Michael Jacques is a CFP® and ChFC® with 38 years of industry experience. He is currently affiliated with LPL Financial and has worked at Commonwealth Financial Network and operated Jacques Wealth Management, LLC from 2010 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisers with research tools and institutional platforms.

Kyle Boomgarden is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Judy Schindel CPA Inc and the University of Northern Iowa. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Ryan Jacob is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of advising, he manages a short-term rental property through Pine Haven Lodge LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 advisors.

Betsy Fagen is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2002. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Michael Nowicki is a financial advisor at Thrivent Investment Management in Madison, WI, with 14 years of industry experience. He has been with Thrivent Financial for Lutherans since 2012 and holds Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

John Pesh is a financial advisor at LPL Financial in Madison, WI, holding Series 63 and Series 66 designations with 24 years of industry experience. He has worked at LPL Financial since 2022 and previously served at CUNA Mutual Group and CUNA Brokerage Services, Inc. since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various platforms.

Amy Eppinger is a financial advisor with Robert Baird & Co., holding a Series 66 credential and two years of industry experience. Prior to joining Baird in 2023, she worked in education for over a decade, including roles at Portage Community School District and TriCounty Area Schools. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers a variety of services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Caden Lee is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Cambridge, Lee worked at MassMutual Life Insurance Company and MML Investors Services, LLC. Lee has additional work experience in the airline and fitness industries, as well as operating a personal business, C. Lee Enterprises LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies.

Christopher Wilbricht is a CFP® professional with over 31 years of experience at Primerica Advisors and Primerica Financial Services. He holds Series 63 and Series 65 licenses and has been with Primerica since the early 1990s. Outside of his advisory role, he owns MkItHpn, Inc., a legal entity formed to support Primerica business activities, and is involved in referring home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Anthony Francois is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked with the University of Wisconsin Credit Union since 2017 in addition to his role at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeanna Pipitone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010, with a six-year period involved in Faith Filled Farms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence and may include ESG considerations, supported by affiliates offering implementation and portfolio services.

Dawson Schwengler is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, MML Investors Services LLC, MassMutual Life Insurance Company, and Marine Credit Union, among others. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maxwell Dowdy is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with firms including North Star Resource Group and Minnesota Life Insurance Co. Dowdy also engages in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and advisory services through a national network of advisors.