Devin Murray is a financial advisor with TIAA-CREF in Madison, WI, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services Inc from 2016 to 2018 before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard.

Bennett Wessley is a CFP® and Series 65 credentialed financial advisor at Savant Wealth Management with three years of industry experience. Prior to joining Savant, he held roles at Acorn Beverage, Wealthspire Advisors, and the University of Wisconsin-Whitewater. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house resources and affiliated entities providing accounting, legal, and trust services.

Michael Strohl is a financial advisor with Guardian Life holding Series 63 and Series 65 licenses. He has one year of industry experience, including time at Third Coast Advisors, and serves clients from Madison, WI. His prior work includes service in the United States Marine Corps and roles at the University of Wisconsin-Whitewater and Loomis Armored US. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to insurance products, alternative investments, and integrated lending options.

Jessica Feiner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Johnson Bank and Johnson Wealth Inc. for over two years and remains a part owner of Feiner Electric LLC, an electrical contracting business. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with a range of financial planning, asset management, and retirement-plan consulting services. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active managers, quantitative and fundamental analysis, and internal oversight by an Investment Committee.

Dennis Crow is a CFP® with seven years of industry experience, currently serving as a financial advisor with LPL Financial. He is co-owner of Milestone Investment Management LLC and has previous experience with IBM and Redemption Outdoors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management programs supported by research, technology tools, and a broad platform that includes insurance and banking partnerships.

Jeremy Marshall is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and bringing 21 years of industry experience. Before joining LPL Financial in 2012, he worked at Securities America Advisors, Inc., Cetera Wealth Services, LLC, and Thrivent Investment Management. Outside of his advisory role, he works part-time bartending and serving food on a dinner cruise boat. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions, providing a range of financial planning and portfolio management options supported by extensive research and operational tools.

Ed Draney is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 20 years of experience in the financial services industry, having held roles such as Investment Consultant at Fidelity Investments and Senior Financial Consultant at TD Ameritrade-Schwab. His professional focus is on financial planning for individuals and families, emphasizing a goal-centric approach to help clients navigate life events that impact their financial well-being. Throughout his career, Ed has dedicated himself to understanding clients' goals and priorities to provide tailored financial planning and investment strategies. His experience spans various capacities within the financial sector, contributing to his comprehensive understanding of client needs and market dynamics. Outside of his professional work, Ed enjoys camping, gardening, kayaking, spending time with his pets, and practicing yoga.

Jared Mc Guire is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Stoughton Country Club and Papa Murphy's, and has academic ties with the University of Wisconsin-Madison and Stoughton High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management and offers various capital markets services, supported by proprietary research and model-based asset allocation.

Anna Burish is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has worked at UBS Financial Services since 2013. Burish has served on multiple boards, including St. Mary’s Hospital, Overture Center Foundation, and Madison Community Foundation, where she also co-chairs the finance and investment committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers custodial, underwriting, and capital markets services.

Katherine Baumann is a financial advisor at Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Oppenheimer & Co. Inc. and LPL Financial, as well as work outside finance at Alan Koa Salon & Spa and the Eau Claire Area School District. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Karl Dettmann is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, including 12 years at Northwestern Mutual Wealth Management Company. Outside of his advisory work, he owns Dettmann Vineyards, a hobby vineyard in Wisconsin. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements and offers specialized services such as divorce planning and estate-settlement programs.

Justin Kelly is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Madison, WI. He has recent experience with Thrivent Financial and its investment management division, and previously worked at Princeton Club West and Kelly Home Improvement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses and planning without discretionary trading authority. Their approach includes a consolidated billing option combining planning and managed-account services, with ongoing reviews typically conducted annually.

Olusegun Osayemi is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. His background also includes roles outside finance, such as involvement with Brew Fitness and several community organizations in Milwaukee. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Paul Blaney is a financial advisor with Charles Schwab in Middleton, WI. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at Scottrade Securities and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Patrick Maguire is a financial advisor with Edward Jones in Mount Horeb, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, corporate clients, pension plans, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Michelle Zebrowski is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Morgan Stanley, Target, Northwestern Mutual, the University of Wisconsin - Madison, O'Connell Pharmacy, and UW Credit Union. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Joseph Goldfine is a financial advisor with Robert W. Baird & Co. in Janesville, WI. He holds a Series 66 designation and has three years of industry experience. Prior to joining Baird in 2023, he was involved with SP3 LLC dba Peqoud Distribution and Octopi Brewing Company. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Joseph Weiss is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients. The firm’s financial planning process involves structured discovery conversations and approved planning tools, delivering tailored plans while generally acting in an advisory capacity.

Ryan Tessmer is a financial advisor with UBS Financial Services in Madison, WI. He holds a Series 66 designation and has 16 years of industry experience, all with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Thomas Carroll is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co., Inc. since 2008. He works within The DDK Group, a team in Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of traditional and non-traditional investment strategies along with discretionary and non-discretionary management options.