Sean Hanke is a financial advisor with LPL Financial in Verona, WI, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Pearl Hawaii Federal Credit Union and CUNA Mutual Group. 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 access to model portfolios and third-party asset management, delivered through a large network of investment adviser representatives.

Erin Crowe is a financial advisor at Edward Jones with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, BMO Harris Financial Advisors, LPL Financial, and Ameriprise. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Amanda Calabrese is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Gallagher from 2005 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs with fiduciary standards.

Howard Riemann is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Osaic Wealth, Principal Life Insurance Company, and Ameriprise. He also operates Poker Financial Group as a financial planner and is involved with Futurity First Insurance Group as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

David Ogden is a financial advisor with Thrivent Investment Management in Mount Horeb, WI, holding a Series 66 designation and five years of industry experience. Prior to his current role since 2020, he worked in online research at TroyResearch for 18 years and was a radio professional at Q106 Radio for seven years. Outside of advisory work, he is involved as a mobile DJ hosting events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a broad financial planning approach that includes topics such as retirement, tax, estate, and business continuation planning. The firm offers planning separately from managed accounts, maintains non-discretionary authority over client assets in this service, and conducts periodic plan reviews.

Greg Halat is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked with several firms including North Star Consultants, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory roles, he serves as co-chair of the golf committee at Blackhawk Country Club in Madison, WI. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers across various program structures.

Stephanie Blankenheim is a financial advisor with Edward Jones in Fitchburg, WI, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2008, working continuously at the firm. Outside of her advisory role, she is remotely involved in Devine Inc., an S Corporation in Portage, WI, primarily responsible for contingent payment obligations. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Jodie Poe is a Series 66-licensed financial advisor at Edward Jones with six years of experience at the firm and a total of five years in the industry. Prior to joining Edward Jones in 2020, Jodie worked at SSM - St Mary's Hospital from 2017 to 2020 and at Stoughton Hospital from 1998 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Elias Zografi is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2018. Prior to that, he was employed by TDS Telecommunications Corp and Edgewood College. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Maryjo Shepler is a financial advisor with LPL Financial in Oregon, WI, holding a Series 63 designation and 39 years of industry experience. She has worked with Commonwealth Financial Network since 2005 and joined LPL Financial in 2026. In addition to her advisory work, she is involved in fixed insurance sales as an agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

John Kalfayan is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Advisors since 2010 and has also worked with Primerica Financial Services and as a self-employed advisor since 2008. In addition to his advisory role, he is involved in sales of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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.