Douglas Weisenberger is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Cetera in 2023, he worked extensively with Securian Financial Services, Inc. and Minnesota Life Insurance Company. Outside of his advisory role, he is involved as an agent/broker with North Star Consultants and is a co-owner of BDYZNBRGR, LLC, a real estate business focused on property development. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment services through a multi-manager platform, allowing advisors to use model portfolios, third-party managers, or custom strategies across multiple program structures and custodial relationships.

Carly Mc Cormick is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to her current role, she worked at Athletes In Action and has been with Thrivent since 2017. Outside of her advisory work, she operates a general photography business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts under a consolidated billing option called “WealthPlan.”

Jordan Truttschel is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he serves as treasurer and board member for Active Youth Wisconsin. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Sonja Cheadle is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel since 2007, with brief periods at Bankers Bank and LPL Financial in 2022. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Brian Hensen is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with Cetera and has held roles at North Star Consultants, Inc., Securian Financial Services, Inc., and Minnesota Life Insurance Company. He is a member of the community organization 100 Men of Dane County and owns Lost Grove LLC. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers flexible portfolio management options through a multi-manager platform with a range of discretionary and non-discretionary program structures.

Scott Richardson is a financial advisor with Cambridge Investment Research Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cambridge Investment Research since 2005. Richardson serves as a board member for the UW-Whitewater Foundation. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management via multiple platforms and proprietary model strategies.

Jacob Torpy is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2018, following prior roles at Cutler Financial Group and Inside Out Field Services. Outside of his advisory work, he has undertaken weekend employment as an office cleaner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, and supports its advisors with proprietary research and technology tools.

Levi Cutler is a financial advisor with LPL Financial in Oregon, WI, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at SII Investments, Inc. and Cambridge Investment Research Advisors, alongside his ongoing work with Cutler Financial Group since 2009. 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 management services through a large network of advisors and utilizes both proprietary research and third-party strategies to support client portfolios.

Chase Martin is a financial advisor with LPL Financial based in Verona, WI, holding a Series 66 designation and 10 years of industry experience. He has worked previously at Wealth Strategies of Wisconsin and Commonwealth Financial Network, with additional experience at Edward Jones. 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 provides a range of financial planning and investment management services through a large network of advisors, offering access to model portfolios, third-party asset managers, and customized strategies.

Nathan Falk is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Bayer Crop Sciences, Syngenta, PFS Investments, Inc., and Primerica Financial Services. Outside of advisory services, he is involved in sales of home security, automation products, and loan products through affiliates of PFS Investments and Primerica Mortgage. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

David Fagen is a financial advisor with Primerica Advisors in Oregon, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating primarily under a tiered wrap fee structure.

Cassandra Meixelsperger is a CFP® professional with 15 years of industry experience. She has worked at Stifel since 2018, including prior experience at B.C. Ziegler and Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Eric Earle is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has worked at Cuna Mutual Group since 2008 and joined LPL Financial in 2022. Outside of advisory roles, he is involved with CUNA Mutual Executive Benefits, focusing on non-variable insurance products. 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 asset management services, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Justin Hanson is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 66 designation and has prior work experience at One Community Bank and Hanson Electronics, LTD. Hanson is based in Madison, WI, and began his advisory role in 2026. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers a range of management platforms and proprietary model strategies.

James Delaney is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Next Financial Group, Transamerica Financial Advisor, and World Financial Group. Outside of financial services, he owns Delaney Charcoal Steaks, Inc., a business he has operated since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Tyler Wedel is a financial advisor at Edward Jones in McFarland, WI, holding a Series 66 designation with 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers comprehensive advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Richard Brostowitz is a CFP® professional with six years of experience in the financial services industry. He is currently with RBC Capital Markets, where he has worked since 2020. Prior to this, he held roles at City National Bank and US Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and combines in-house and third-party managers to tailor portfolios according to clients’ Advisory Risk Profiles.

Shannon Anderson is a financial advisor with Ameriprise in Fitchburg, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and annual advice focused on dependable income and tax-aware withdrawal strategies.

Rhonda Allen is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2020, and previously held roles at Conduent Inc and Xerox Corporation. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Ekaterina Ivanov is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and two years of industry experience. She has been with Primerica Advisors since 2022 and previously worked at TRP Acquisition for 17 years. Outside of her advisory role, Ivanov serves as Vice President of Business and HR for CarDr.com, a vehicle inspection service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.