Andrew Seaborg is a financial advisor with Osaic Wealth in Madison, WI, holding a Series 63 designation and 28 years of industry experience. He previously worked at Lincoln Financial Advisors for 27 years. Seaborg also serves as an adjunct professor at the University of Wisconsin Law School and acts as the Honorary Consul of Japan in Madison, representing the Japanese government and assisting Japanese citizens in Wisconsin. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm's investment approach centers on model-based asset allocation and portfolio optimization supported by various tools and strategies, making it notable for its scale and broad range of program offerings.

Michael Millage is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he participates in the Village of Cottage Grove Community Development Board, attending monthly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Garrett Jones is a financial advisor at RBC Capital Markets in Madison, WI, holding a Series 66 designation with 10 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Christopher Erfurth is a financial advisor with Edward Jones based in Oregon, Wisconsin. He holds a Series 66 designation and has 15 years of industry experience, including 16 years at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Allison Pohlman is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2020, following five years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary portfolio management. The firm offers tailored investment strategies utilizing both in-house and third-party managers, supported by integrated capital markets and lending services.

Jessica Beinlich is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2006. Outside of her advisory role, she serves as a committee member for the Girl Scouts of Wisconsin Badgerland Council, providing guidance on financial planning and investment policies. RBC Wealth Management, a division of RBC Capital Markets, offers a broad range of advisory programs and services to individual investors, institutions, and charitable organizations. The firm customizes investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers while providing a variety of portfolio management options.

Suzanne Tonelli is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. Her prior roles include positions at CUNA Brokerage Services and CUNA Mutual Group, as well as an earlier tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various investment models and technologies to support account management across a broad client base.

Jody Brown is a CFP® and ChFC® professional with 26 years of experience in the financial services industry. She has worked with Cuna Mutual Group and Cuna Brokerage Services, Inc. before joining LPL Financial, where she has been an advisor since 2022. 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 various model portfolios and third-party subadvisors, supported by advanced operational tools.

Mitchell Jordan is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he worked in educational roles at the Baraboo School District, Educational Testing Services, and Marion Unit #2 School District. He also grades AP exams online during a brief annual period. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Carolyn Toenges is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she held roles at Generations Title Company and Brew City Pizza. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Jessica Knutson is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. She is based in Stoughton, WI. Outside of her advisory role, she owns Prairie & Main LLC, an LLC established to manage a commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Joseph Mueting is a financial advisor with Edward Jones in Mcfarland, WI, holding CFP® and Series 63 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hunter Glauhs is a Series 66 licensed advisor with OSAIC based in Madison, WI. He has one year of industry experience, including a role at The Capital Group. Outside of financial services, he has been involved with Whiskey Jacks Saloon Bar for three years. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with various program options and is notable for its scale and recent consolidation within the industry.

Hans Johnson is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 65 designations and 48 years of industry experience. He has been with Merrill for 50 years and affiliated with Bank of America, N.A. for 15 years. Johnson is involved as a power of attorney for a for-profit investment-related business associated with his spouse. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Steven Gillingham is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Stein is a financial advisor with Ameriprise in Cambridge, WI, holding a Series 63 designation and 35 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Stein serves on the board of directors for Buckets for Hunger, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with enrollment criteria requiring a minimum level of investable assets.

Kimberly Barfknecht is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and nine years of industry experience. She has worked at LPL Financial since 2017 and at Old National Bank since 2014. Additionally, she is a commissioned notary in Wisconsin. 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 advisory and brokerage services through a large network of representatives, offering access to model portfolios, third-party asset management, and institutional platforms.

Jeffrey Blum is a financial advisor with LPL Financial in Fitchburg, WI, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career includes roles at CUNA Brokerage Services, CUNA Mutual Group, Merrill, and two separate tenures at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Michael Niedfeldt is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner and co-owner of Niedfeldt Enterprises LLC, which manages and maintains commercial property in Stoughton, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based financial planning without discretionary trading authority.

Angela Kolthoff is a financial advisor with Edward Jones in Madison, WI, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019. Outside of her advisory role, she works as an optician at Luxottica/Sears Optical, providing optical pre-testing, dispensing, and training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.