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 with Equitable Advisors in Madison, WI, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience working in various industries, including roles at FreshFin, Kwik Trip, Hawks Landing Golf Club, and Draft House Bar & Restaurant. Equitable Advisors serves a broad client base ranging from individuals and pension plans to corporations and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm relies on a combination of third-party advisory programs and proprietary resources to deliver tailored investment solutions.

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.

Frank Janowitsch Jr. is a financial advisor with Ameriprise in Madison, WI, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior work includes roles at JWH Group LLC and Waddell & Reed, Inc. He is a 50% partner in JWH Group LLC, a passthrough investment-related entity. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Karen Epp is a Series 65-licensed financial advisor at Edelman Financial Engines in Madison, WI, with seven years of industry experience. She has worked at Edelman Financial Engines since 2019 and previously held roles at Tapps Island Association, The Clarius Group, and Worthy Hotels/Davenport Hotel Collection. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a range of workplace solutions, planner-led wealth management, and retirement income services. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment orientation.

Jonathan Fimreite is a financial advisor at Edward Jones in De Forest, WI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Sean Hanke is a financial advisor with LPL Financial in Verona, WI. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Pearl Hawaii Federal Credit Union and CUNA Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Erin Crowe is a financial advisor at Edward Jones with 20 years of industry experience. She previously worked at Morgan Stanley for nine years and BMO Harris Financial Advisors for three years. Crowe holds the Series 66 designation and is based in Mt Horeb, 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Calabrese is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Gallagher from 2005 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs with fiduciary standards.

Howard Riemann is a financial advisor with LPL Financial based in Madison, WI, holding Series 63 and Series 65 designations and two years of industry experience. His prior roles include positions at Osaic Wealth, Principal Life Insurance Company, and Ameriprise. He is also involved in financial planning through his own business, Poker Financial Group, and works as an insurance agent with Futurity First Insurance Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and brokerage services supported by research and technology-based strategies.

Tammy Reefe is a financial advisor with Edward Jones in Waunakee, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

David Ogden is a financial advisor with Thrivent Investment Management in Mount Horeb, WI, holding a Series 66 designation and five years of industry experience. Prior to his current role since 2020, he worked in online research at TroyResearch for 18 years and was a radio professional at Q106 Radio for seven years. Outside of advisory work, he is involved as a mobile DJ hosting events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a broad financial planning approach that includes topics such as retirement, tax, estate, and business continuation planning. The firm offers planning separately from managed accounts, maintains non-discretionary authority over client assets in this service, and conducts periodic plan reviews.

David Ahmann is a financial advisor with Raymond James Financial in Madison, WI, holding a Series 63 designation and 37 years of industry experience. He has worked at Raymond James Financial since 2009 and previously operated his own firm, David Ahmann LLC, for 14 years. Since 2023, he has also been an independent contractor with Tactical Financial Group, a team to which he is transitioning his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Allen Schmidt is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Megan Whittow is a financial advisor at Morgan Stanley in Middleton, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Toast, Inc. for five years and has experience with nonprofit organizations including the International Network of Children's Ministry and Awana Clubs International. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, while clients retain responsibility for plan implementation.