Gavin Jerg is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he held various roles including positions at Under Armour and Maple Bluff Country Club. He serves as a director of the Phi Sigma Phi Alumni Association at the University of Wisconsin–Madison. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Knaack is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has been with Robert Baird & Co. since 2014. 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 other institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Mark Towne is a financial advisor with LPL Financial in Mount Horeb, WI, holding Series 63 and Series 65 licenses. He has 34 years of industry experience, including 15 years at Century Securities Associates and one year at Stifel prior to joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Deanna Miller is a financial advisor with OSAIC in Madison, WI, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Simon Quick Advisors, Proquility Private Partners, LLC, Form Wealth Advisors, and Raymond James Financial Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party managed-account solutions to construct portfolio strategies.

Ryan Witt is a Series 66 licensed financial advisor with five years of industry experience, currently with J.P. Morgan Securities. His prior roles include positions at Lincoln Financial Advisors Corporation, LPL Financial, and several regional banks. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Gernetzke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cuna Mutual Group and Cuna Brokerage Services, Inc. since 2009. He is also involved as a youth hockey coach with the Sun Prairie Youth Hockey Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Bruce Hagen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at PFS Investments Inc. and multiple companies in the trucking industry. He is also involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of financial advisors.

Chadwick Schloesser is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at SVA Plumb Wealth Management, NYLIFE Securities, New York Life Insurance, B.C. Ziegler and Company, Edward Jones, and Merrill. He serves on the Investment Committee and Finance Committee for the Capital Times Kids Fund, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes using firm-approved tools and supports a wide range of retail and institutional investment products.

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.

Hans Becker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial since 2024 and is also affiliated with UW Credit Union. Becker serves as a notary in addition to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, utilizing both proprietary and third-party strategies across a broad spectrum of asset classes.

Jordan Olson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual Life Insurance Company, along with earlier work in retail and arts-related positions. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various investment platforms and strategies, including proprietary models and third-party manager referrals, with features that support advisor business relationships and institutional-scale capabilities.

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 licenses and bringing 40 years of industry experience. He previously worked for SII Investments, Inc. for 12 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 a Series 66 designation and has worked at LPL Financial since 2011. Her prior experience includes roles at Old National Bank, PNC Wealth Management, Natcity Investments, and Merrill. McDonough serves as an assistant vice president at Old National Bank, participating in their banking product referral program. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

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.