Renee Lucas is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 65 designation and has worked previously at First Weber, Inc, Summit Capital Solutions LLC, and Virtue Capital Management, LLC. Renee is based in Madison, WI. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations through a centralized consulting team.

Jarret Johnson is a financial advisor with RBC Capital Markets in Madison, WI, holding a Series 66 credential and four years of industry experience. His work history includes multiple roles at RBC Capital Markets since 2018 and prior positions related to financial education and academia at the University of Wisconsin Madison. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies, portfolio management, financial planning, and brokerage services.

Mark Deboer is a financial advisor with Ameriprise in Waunakee, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in business ownership related to office property management through Madison Advisors LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Gavin Jerg is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and six years of industry experience. His prior work includes roles in hospitality and retail, including positions at Wando's Bar and Grill and Under Armour. He serves as a director for the Phi Sigma Phi Alumni Association at the University of Wisconsin–Madison. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

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.

Deanna Miller is a financial advisor at Osaic Wealth Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at Simon Quick Advisors, Proquility Private Partners, Form Wealth Advisors, and Raymond James Financial Services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, with a complex corporate structure shaped by multiple mergers and private-equity ownership.

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 and holds the Series 63 and Series 66 designations. He has 23 years of industry experience, including roles at Cuna Brokerage Services, Inc. and CUNA Mutual Group since 2009. Outside of his advisory work, he coaches youth hockey with the Sun Prairie Youth Hockey Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and multiple investment strategies.

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.

Keaton Gill is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Stoughton, WI, and has three years of industry experience. Prior to joining Thrivent in 2022, he worked in family-owned hospitality and retail businesses. He also assists with kitchen help at Tobys Supper Club, a family-owned supper club in Madison, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

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.