Traci Foss is a financial advisor with Edward Jones in Fitchburg, WI, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones, she spent five years at BMO Bank/LPL Financial. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jesse Seymour is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2025, he worked at CoVantage Credit Union from 2018 to 2025 and Forest County Potawatomi from 2014 to 2018. He is involved in sales of investment-related products and also receives compensation for the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers model-based investment strategies through a large advisor network and offers a range of portfolio options supported by third-party managers and custodians.

Matthew Suarez is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with nine years of industry experience. He has worked at firms including North Star Resource Group and Securian Financial Services Inc. Outside of advising, he serves on the advisory board of the Notre Dame Club of Madison. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.