Jacob Hutchins is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior work includes positions at Lyft, Uber, River City Air, and MGM Wine & Spirits. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients with a range of investment advisory programs. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Phillip Swann is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining J.P. Morgan, he worked at Farmers Financial Solutions, Farmers Insurance, New York Life Insurance, Cogent Communications, AT&T, and Ericsson Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with an emphasis on ESG eligibility and broader derivatives capabilities.

Beverly Connelly is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011, following seven years at Wells Fargo Clearing. Outside of her advisory role, she manages a non-investment related rental property in Fort Wayne, Indiana. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio managers.

Garrett Samb is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. Garrett has been with Ameriprise since 2016, initially with its affiliated entities and currently as an advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Gary Nelson is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and Wells Fargo Clearing. Nelson also serves as power of attorney for a family member. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Amy Ferguson is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She has been with Merrill since 2022 and previously worked for eighteen years at Wunderman Thompson. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyson Lybeck is a CFP® professional based in New Richmond, WI, affiliated with Edward Jones. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terence Fletcher is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. His prior roles include nearly two decades at Woodbury Financial and two years at OSAIC. He is also president of Fletcher Financial, Inc., a firm specializing in fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors, offering a range of financial planning and investment management services.

Jerilynn Schulz is a financial advisor at Edward Jones in New Richmond, WI, holding the Series 66 designation. She has seven years of experience with Edward Jones and prior roles in the banking and retail sectors, including positions at Maurices, Huntington National Bank, Bank Mutual/Associated Bank, and Cottonwood Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ryan Lewis is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes over a decade at Morgan Stanley in various roles across its private banking and wealth management divisions, as well as two years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing a broad network of investment adviser representatives and a variety of strategic and tactical investment options.

Douglas Bostrom Sr. is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Pruco Securities and Prudential Insurance Company of America. He also operates Bostrom Group, a financial advisory and insurance service. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Craig Pedersen is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds the Series 63 designation. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Evan Bostrom is a Series 66 registered advisor with LPL Enterprise and has three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has been involved with Trout Lake Camps for six years and worked in the Hudson School District for nine years. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with services such as financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

Luke Meier is a financial advisor with Ameriprise in Hudson, WI, holding Series 63 and Series 66 credentials and with 15 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he is a co-owner of a non-investment-related business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Josh Miska is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services INC and Woodbury Financial Services. In addition to his advisory role, he has served in the Wisconsin Army National Guard since 2014. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services and emphasizes model-based asset allocation and portfolio optimization within a multi-advisor platform.

Jason Bennett is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He worked at SII Investments, Inc. for nine years before joining LPL Financial in 2018. 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, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Kenton Ketchum is a financial advisor at Charles Schwab with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley and LPL Financial. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Michael Nielsen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo, Bank of America/Merrill Lynch, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and leveraging broader derivatives and commodities capabilities.

Stephen Madsen is a CFP® with 35 years of experience in the financial services industry. He is currently with Cetera and has held roles at Cetera Wealth Services, LLC and Lake Elmo Bank, where he serves as Vice President of the Investment Department. Madsen is also an insurance agent licensed to sell life, health, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures, third-party manager options, and over $256 billion in assets under management.

Andrew Lewis is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, Wells Fargo, and Heartland Solar. Outside of his advisory work, he has worked as a driver and independent contractor for ride-sharing and delivery services such as Uber, Lyft, and DoorDash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.