Jeanna Pipitone is a financial advisor with J.P. Morgan Securities in Madison, WI, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010, and from 2014 to 2020, she was involved with Faith Filled Farms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Stephanie Warren is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021. Prior to that, she was employed at M&I Marshall & Ilsley Bank starting in 1992. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ryan Wang is a financial advisor at Merrill based in Madison, WI. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at Bank of America, UW Credit Union, Aon, and Lake Forest College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Koenig is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has been with LPL Financial since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to support diversified investment strategies.

Scott Tauschek is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group for over two decades. Tauschek is involved with CUNA Mutual Executive Benefits, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Michelle Elmer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at the UW Medical Foundation for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Todd Brewer is the Vice President and Branch Leader at Fidelity Investments. In his current role, he focuses on creating an environment where associates are empowered to deliver exceptional experiences and outcomes for clients. He is dedicated to helping both associates and clients feel confident about their financial futures while fostering collaboration and innovation within his teams. Todd's professional journey has been largely with Fidelity Investments, where he has held various positions since 1999. His experience includes roles such as Branch Service Manager, Regional Consultant, Financial Planning Consultant, and Financial Representative. Prior to joining Fidelity, he worked at American Express Financial Advisors as a Financial Advisor and Office Administrator. Outside of his professional responsibilities, Todd has personal interests that include baseball, cars, golf, motorcycles, music, and pets.

Ryan Stephenson is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes roles at BMO Harris Financial Advisors, BMO Harris Bank, M&I Trust, M&I Insurance Services, and M&I Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and multiple management strategies.

Andrew Roe is a Series 66-licensed financial advisor with Morgan Stanley, based in Middleton, WI, and has 15 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, N.A. Since 2017, he has worked directly with Morgan Stanley Wealth Management clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Jason Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has been with MassMutual Investors Services since 2008. Outside of his advisory role, he volunteers teaching financial literacy to high school students in Milwaukee and provides pro bono financial advice through the Foundation for Financial Planning. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved tools to develop client recommendations.

Kevin Faulkner is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Mueller is a financial advisor with LPL Financial based in Madison, WI, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. and CUNA Mutual Group from 2010 to 2026 and has been affiliated with Summit Credit Union since 2022. 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. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and a range of portfolio management options.

Christopher Alexander is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2007. Outside of his advisory work, Alexander serves as the Head Coach of the Junior Varsity Football team at Sun Prairie East High School. 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 uses structured discovery processes and approved planning tools, including scenario modeling, to support its clients’ financial planning needs.

Jeremy Appleton is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Middleton, WI. His career includes roles at Morgan Stanley Private Bank, N.A., and prior experience with CUNA Brokerage Services, Inc. and Cuna Mutual Group. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Nicholas Amtmann is a financial advisor at Cambridge Investment Research Advisors in Madison, WI, holding a Series 66 designation. He has less than one year of industry experience and has previously worked at Northwestern Mutual and Atlas Wealth Advisers. Outside of financial advising, he has experience in customer service and education roles, including positions at Erin Hills and several schools. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, with a range of investment approaches that include proprietary models and third-party strategies.

David Tansor is a financial advisor with LPL Financial in Madison, WI, holding the Series 63, Series 65, and Series 66 designations and bringing 31 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, and Mutual of Omaha. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Zachary Hentrich is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at The Legend at Bergamont for eight years and was employed at Edgewood College for four years. Outside of his advisory role, he is an assistant golf coach for a high school boys golf team and works part-time as a bartender. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed investment solutions and affiliated financial products through a nationwide network of over 23,000 advisors.

Joel Albers is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, Albers is involved in managing a small farming operation and serves on the Waunakee Boys Golf Booster Board, supporting the local high school golf program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority. The firm’s services cover a broad range of planning topics and allow clients to combine planning with managed accounts under a consolidated billing option.