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.

Kimberly Wenzel is a financial advisor with LPL Financial in Cottage Grove, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at LPL Financial since 2019 and previously spent four years with BMO Harris Financial Advisors. 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 advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Molly Konefes is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and Merrill Edge. MassMutual Investors Services 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, with planning engagements structured as annual collaborative relationships using firm-approved analytical tools.

Ryan Beckwith is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS Financial Services since 2013. Beckwith serves on the board of directors for the Otto and Carol Gebhardt Foundation, a charitable organization based in Mercer, WI. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and comprehensive capital markets services.

Katherine Fletcher Froese is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020. Prior to her career in finance, she was employed at Chevron from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Nicholas Deering is a financial advisor with Cetera, holding the CFP® and Series 66 designations and 18 years of industry experience. He has worked with several firms, including Cambridge Investment Research and Maritime Financial Group, before joining Cetera in 2017. Deering is also a part owner and secretary of Vesta CPAs, S.C., where he serves on the executive committee and provides tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through its multi-manager platform and a nationwide network of independent advisors.

Elizabeth Witzel is a financial professional with 11 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 designations and has worked in various roles including positions at North Star Consultants, Minnesota Life Insurance Company, and Securian Financial Services. Outside of her advisory role, she volunteers with a local nonprofit that selects charitable donations and owns an LLC focused on expense management. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Joseph Mccormick is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at firms including North Star Resource Group, Securian Financial Services, and CUNA Mutual Group. 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. The firm offers various advisory programs and financial planning services supported by model portfolios and research from both in-house and third-party sources.

Joseph Bozo is a financial advisor with Cambridge Investment Research Advisors in Middleton, WI. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, MML Investors Services, LLC, and several other financial firms. Cambridge Investment Research Advisors is a large SEC-registered adviser 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 using a range of portfolio management and model-based solutions.

Jacob Vehring is a financial advisor at Edward Jones in Madison, WI, holding the CFP®, ChFC®, and Series 66 designations with 14 years of industry experience. He worked at Lord Abbett & Co LLC from 2011 to 2019 before joining Edward Jones in 2019. 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 through a nationwide network of roughly 23,701 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jake Rebholz is a financial advisor at Equitable Advisors based in Madison, WI. He holds the Series 66 designation and has worked in financial services since 2023, previously employed at FreshFin. Prior to his advisory career, he has experience in hospitality and retail, including roles at Hawks Landing Golf Club and Draft House Bar & Restaurant. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Chad Thomley is a CFP® professional with 34 years of industry experience, currently serving at Thrivent Investment Management in Madison, WI. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive written recommendations across various planning areas without implementation services. The firm combines holistic, goal-based analyses with flexible service options, including a managed-account program under a consolidated billing system called “WealthPlan.”

Alex Brost is a Planning Consultant at Fidelity Investments, a role held since 2024. In this capacity, Alex collaborates with clients to develop and adapt financial plans that align with their personal values and changing life circumstances. Prior to joining Fidelity Investments, Alex gained experience as a Retirement Plan Advisor at Empower Retirement from 2019 to 2024 and worked as a Financial Representative at Northwestern Mutual from 2016 to 2017. This background includes expertise in retirement planning and financial representation. Outside of work, Alex engages in family activities and fitness pursuits, including golf, snowboarding, tennis, and parenthood.

Michael Palm is a CFP®-designated financial advisor with Robert W. Baird & Co., bringing 38 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Baird in 2024. Outside of his advisory role, Palm serves on the advisory committee for the Sinsinawa Dominicans and the advisory council to the Board of Directors for the Society of St. Vincent de Paul. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay approaches tailored to client goals and risk tolerances.

Robert Stangel is a financial advisor at Stifel with 28 years of industry experience. He has held his current position at Stifel Nicolaus & Co., Inc. since 2009. He holds Series 63 and Series 66 licenses. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.