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 at LPL Financial in Madison, WI, holding Series 63 and Series 66 designations with 24 years of industry experience. He has worked at LPL Financial since 2022 and previously served at CUNA Mutual Group and CUNA Brokerage Services, Inc. since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various platforms.

Amy Eppinger is a financial advisor with Robert Baird & Co., holding a Series 66 credential and two years of industry experience. Prior to joining Baird in 2023, she worked in education for over a decade, including roles at Portage Community School District and TriCounty Area Schools. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers a variety of services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Caden Lee is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of his advisory role, he has been involved with C. Lee Enterprises LLC, an entrepreneurial venture. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and multiple platform arrangements.

Christopher Wilbricht is a CFP® professional with over 31 years of experience at Primerica Advisors and Primerica Financial Services. He holds Series 63 and Series 65 licenses and has been with Primerica since the early 1990s. Outside of his advisory role, he owns MkItHpn, Inc., a legal entity formed to support Primerica business activities, and is involved in referring home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Anthony Francois is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked with the University of Wisconsin Credit Union since 2017 in addition to his role at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with LPL Financial in Middleton, WI, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. Her career includes over three decades at M&I Marshall & Ilsley Bank and five years with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Wang is a financial advisor with Merrill in Madison, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, UW Credit Union, Aon, and experience in academia at Lake Forest College and Phoenix Country Day School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Tauschek is a financial advisor at LPL Financial in Madison, WI, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2022, following 18 years at CUNA Brokerage Services and over two decades at Cuna Mutual Group. Tauschek is involved in executive benefits through CUNA Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions through a large network of advisors.

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, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and B. C. Ziegler and Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational tools.

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.

Max Sesing is a Series 66-credentialed financial advisor with 19 years of experience at Thrivent Financial For Lutherans and Thrivent Investment Management Inc in De Forest, Wisconsin. He serves as chairperson of the DeForest Lions Club, a community organization focused on humanitarian efforts and local projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based financial analyses and written recommendations across various planning topics without discretionary trading authority.

Chad Mueller is a financial advisor with LPL Financial based in Madison, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Summit Credit Union and CUNA Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios, third-party management access, and institutional platforms, supported by a large network of over 22,800 advisors and extensive non-advisory financial activities.