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 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.

Todd Wiedenfeld is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he owns a condo in Madison, WI, which he rents to a family member. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Kaitlyn Senn is a financial advisor at OSAIC with 10 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for 10 years before joining OSAIC in 2025. Outside of her advisory role, she serves as a notary public and is involved with Capital City Theater, a nonprofit organization, where she manages payroll and accounting tasks. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct diversified investment portfolios.

James Kelly is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. Kelly serves on the Finance and Investment Committee of the Chicago Bar Foundation, the charitable arm of the Chicago Bar Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Ryan Gerth is a CFP® professional with 11 years of experience at Thrivent Investment Management. He has been with Thrivent Financial since 2015. Outside of his advisory role, he serves as President of Eastside Evangelical Lutheran Church and is an Alumni Advisor for Lambda Chi Alpha, mentoring chapter officers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary portfolio management. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Ann Corcoran is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of her advisory role, she is involved in sales 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 primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Greg Halat is a financial professional with 22 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at firms including Minnesota Life Insurance Co, Securian Financial Services, and North Star Consultants. Outside of his advisory role, Halat serves as co-chair of the golf committee at Blackhawk Country Club in Madison, WI. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services across multiple program structures, combining affiliated model portfolios with third-party manager options and bespoke strategies.

Charles Bogue is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior experience in education and sports camp roles. His background includes involvement with Brewers Baseball Academy Camps. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Stephanie Blankenheim is a financial advisor with Edward Jones in Fitchburg, WI, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2008, working continuously at the firm. Outside of her advisory role, she is remotely involved in Devine Inc., an S Corporation in Portage, WI, primarily responsible for contingent payment obligations. 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 more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Joseph Baer is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Edward Jones since 2014 and holds a Series 66 license. Based in Waunakee, WI, Baer provides advisory services through his role at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Dunn is a financial advisor with LPL Enterprise in Madison, WI, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior experience includes roles at Pruco Securities, MassMutual Life Insurance Company, and KMA Financial. Dunn also owns and operates Thomas Bradley Insurance, a property and casualty and non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform that combines advisory services with active sales of financial products.

Jodie Poe is a Series 66-licensed financial advisor at Edward Jones with six years of experience at the firm and a total of five years in the industry. Prior to joining Edward Jones in 2020, Jodie worked at SSM - St Mary's Hospital from 2017 to 2020 and at Stoughton Hospital from 1998 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Scott Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 17 years of industry experience. He has worked at Raymond James since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Anderson is also involved as an insurance agent specializing in fixed insurance and annuities and owns a non-investment-related support company called Tactical Financial Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Kimberly Smith is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 11 years. Outside of her advisory role, she teaches scuba classes through Diversions Scuba LLC, a business she has operated since 2007. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platform solutions.

Michele Peacock is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at City National Bank since 2021. Her tenure at RBC Capital Markets dates back to 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.