Marcus Ott is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has previously worked at OSAIC, Woodbury Financial Services INC, and Baker Schultz Tax & Financial, where he also provides tax preparation and planning services as an enrolled agent through his LLCs. 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 financial planning and investment management services delivered through a large network of investment adviser representatives.

Matthew Gerlach is a financial advisor with Edward Jones in Verona, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Gerlach serves as a hockey official for Big Ten men's hockey games, performing formal evaluations for educational and tournament selection purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Joshua Strzelecki is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 18 years of industry experience. His prior experience includes seven years at BMO Harris Financial Advisors and a long tenure at Linda's & Langer's Hallmark. He serves on the boards of the Wisconsin Alumni Association - Sauk County and the Financial Planning Association of Wisconsin. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on comprehensive retirement-income planning, using a centralized team that provides written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Daniel Statz is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2002 and holds Series 63 and Series 66 designations. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, 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 inform asset allocation and financial planning.

Mark Towne is a financial advisor with LPL Financial in Mount Horeb, WI, holding Series 63 and Series 65 licenses. He has 34 years of industry experience, including 15 years at Century Securities Associates and one year at Stifel prior to joining LPL Financial in 2022. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Bruce Hagen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at PFS Investments Inc. and multiple companies in the trucking industry. He is also involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of financial advisors.

Aaron Zimmer is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Zimmer is a co-owner and CEO of CWAG LLC and serves on the board of directors for the Down Syndrome Association of Wisconsin South Central. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, emphasizing managed accounts and utilizing algorithmic automation overseen by a dedicated committee.

Robert Kniprath is a financial advisor with Cambridge Investment Research Advisors in Madison, WI, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he serves as a soldier in the Wisconsin Army National Guard. 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 through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Timothy Droster is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2016. Outside his advisory role, he is involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-based investment strategies supported by third-party asset managers and custodians.

Amy Deterding is a financial advisor at Edward Jones in Verona, WI, holding a Series 66 credential with three years of industry experience. She has been with Edward Jones since 2013 in various roles. Deterding is also listed with the Wisconsin Election Commission, though without assigned responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Dennis Baker is a Certified Financial Planner (CFP®) with 35 years of industry experience. He is currently an advisor at LPL Financial and has previously worked at several firms, including Woodbury Financial Services and Baker & Launder Financial Services. Outside of his advisory work, Dennis owns and manages a solar energy LLC supporting a nonprofit ice arena and is involved in tax preparation and accounting services through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with model portfolios, third-party asset management, and technological tools while maintaining broad non-advisory financial activities and oversight of substantial discretionary assets.

Kyle Boomgarden is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Judy Schindel CPA Inc and the University of Northern Iowa. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Betsy Fagen is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2002. In addition to her advisory role, she is involved in the sale 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 to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation handled by BNY Mellon Advisors.

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.

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.

David Koenig is a financial advisor with LPL Financial, holding a Series 63 designation and over 34 years of industry experience. He has been with LPL Financial since 1995. 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.

Nicholas Amtmann is a Series 66-credentialed advisor at Cambridge Investment Research Advisors with one year of industry experience. His prior work includes roles at Atlas Wealth Advisers, Cambridge Investment Research Inc., Northwestern Mutual, and various positions outside financial services such as at Erin Hills and DoorDash. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Elizabeth Witzel is a financial professional with 12 years of industry experience, currently affiliated with Cetera. She holds the Series 63 and Series 66 designations. Her work history includes tenures at Cetera Wealth Services, North Star Consultants, and multiple financial services firms. Outside of her advisory role, she volunteers with Cure Local, a nonprofit organization involved in local charitable giving. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, financial planning services, and multiple program structures under discretionary and non-discretionary authorities.

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.

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.