Chadwick Schloesser is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2018 and has prior experience at SVA Plumb Wealth Management, NYLIFE Securities, and New York Life Insurance. Schloesser serves on the advisory board and finance committee of the Capital Times Kids Fund, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates firm-approved planning tools including scenario modeling, acting primarily in an advisory capacity.

Jason Maas is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, Maas serves as Vice President and Board Member of the Greater Madison Conservation Society and participates on the Investment Committee for the Overture Center for the Arts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a wide range of investment and capital markets services.

Jason Buehrle is a CFP® with 17 years of industry experience, currently affiliated with Ameriprise. He previously worked at Edward Jones for nine years and BMO Harris Financial Advisors for two years. He is a member of JAB LLC, a business involved in managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stephen Duhn is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at several firms including CMFG Insurance Company and AM Capital Enterprises. Outside of finance, he has been involved with DeLuca & Hartman Construction since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Hans Becker is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked previously at UW Credit Union, Thompson Safety, and REV Group Inc. Outside of his advisory role, he is a commissioned notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with access to diverse model portfolios and research from multiple sources.

Jordan Olson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance, and several years in the food service industry. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, and charitable organizations—providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary models and access to third-party managers, with tailored strategies across multiple platform arrangements.

Aaron Zimmer is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Zimmer is a co-owner and CEO of CWAG LLC and serves on the board of directors for the Down Syndrome Association of Wisconsin South Central. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, emphasizing managed accounts and utilizing algorithmic automation overseen by a dedicated committee.

Elizabeth Norman is a Series 66-licensed financial advisor with RBC Capital Markets in Madison, WI, with 24 years of industry experience. She has worked at RBC Capital Markets since 2006 and also at City National Bank since 2018. Norman serves on the boards of Second Harvest Foodbank of Southern Wisconsin and TRI 4 Schools, contributing to nonprofit governance and program oversight. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, implementing strategies tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Gary Fossum is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He worked at SII Investments, Inc. for 12 years before joining LPL Financial in 2018. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.

Robert Kniprath is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entity since 2010. Outside of his advisory role, he serves as a soldier in the Wisconsin Army National Guard and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using various portfolio management and model-based strategies tailored to client objectives.

Patricia Mcdonough is a financial advisor at LPL Financial with 22 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2011, alongside a concurrent role at Old National Bank since 2010. 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 advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Francesca Moore Colver is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 65 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of finance, she operates Francesca Colver Photography, a business she has run since 2015. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Daniel Staples is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he has partial ownership in farmland leased under a USDA conservation program. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven, incorporates modern portfolio theory, and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Timothy Droster is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2016. Outside his advisory role, he is involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-based investment strategies supported by third-party asset managers and custodians.

Paul Heitzkey is a financial advisor with Robert W. Baird & Co. in Belleville, WI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he serves as a board member on the investment committee of FlexPath Strategies, LLC, and works as an art teacher at St. Ambrose Academy. Heitzkey is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, employing a variety of investment strategies and management approaches tailored to client goals and risk profiles.

Amy Deterding is a financial advisor at Edward Jones in Verona, WI, holding a Series 66 credential with three years of industry experience. She has been with Edward Jones since 2013 in various roles. Deterding is also listed with the Wisconsin Election Commission, though without assigned responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

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 in Madison, WI, holding a Series 66 designation and over 20 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network, Cetera, and he currently manages operations at Statehouse Investments LLC, a financial services firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals, with multiple custody and platform options and both discretionary and non-discretionary strategies.

Dennis Baker is a CFP® professional with 34 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes long tenures at Woodbury Financial Services, Inc., Baker & Launder Financial Services LLC, and Componex Corporation. Outside of his advisory work, he is involved in managing a solar energy project benefiting a nonprofit ice arena and participates in several business ventures related to tax preparation and commercial real estate management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated financial services and employs asset-allocation tools and third-party platforms to support a range of investment products and strategies.

Katelyn Novara is a Series 66-licensed financial advisor with LPL Financial, based in Sun Prairie, WI, and has eight years of industry experience. She has worked at LPL Financial since 2017 and also has over a decade of experience with the University of Wisconsin Credit Union. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.