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 six years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2019, following previous roles at CUNA Mutual Group from 2014 to 2019. Luedke serves as a board member on the investment committee of the Madison Public School Foundation. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies and account types.

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.

Heather Willborn is a CFP® professional with 18 years of experience in financial advising, currently with LPL Financial since 2022. Her prior roles include positions at CUNA Mutual Group and CUNA Brokerage Services, as well as work at the University of Wisconsin - Madison. Outside of finance, she has bartended at BD's Ripps Bar in Waunakee, WI. 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 offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with access to model portfolios and research.

Thomas Fischer is a financial advisor with Mass Mutual Investors Services in Sun Prairie, WI, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at Northwestern Mutual and various educational institutions. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and emphasizes collaborative, annual planning engagements.

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.

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 with LPL Financial in Madison, WI, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. He has worked at LPL Financial since 2022 and has held roles at Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2013. Outside of his advisory role, he is involved as a non-variable insurance agent with CUNA Mutual Executive Benefits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios, third-party research, and various technology-driven strategies.