Logan Falk is a CFP® professional at LPL Financial with 11 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Charles Schwab Bank SSB and U.S. Bancorp Investments, Inc. He is based in Madison, WI. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Lisa Stein is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and six years of industry experience. Her background includes roles in education with the Madison Metropolitan School District, Sun Prairie Area School District, Cooperative Educational Services Agency #4, and the Department of Public Instruction. She also engages in sales of investment and loan products, as well as referrals for home security and automation services through affiliates of Primerica. Primerica Advisors offers 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 employs a percentage-based wrap fee structure.

Matthew Hughey is a financial advisor with LPL Financial in Cottage Grove, WI, holding a Series 66 credential and over 20 years of industry experience. His professional background includes roles at A&M Wealth Management, Waddell & Reed, and involvement with nonprofit boards such as the Wisconsin DeMolay Foundation. He has served on the Board of Governors for Shriners Hospital for Children in Chicago. 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, and institutional platforms, supported by an extensive network of investment adviser representatives.

Blake Peterson is a financial advisor with J.P. Morgan Securities in Madison, WI, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities since 2017 and has been with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates unique regulatory registrations reflecting broader derivatives and commodities capabilities.

Kristin Braska is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at City National Bank, Charles Schwab, LPL Financial, INVEST Financial Corp., and Johnson Bank. She serves as a committee member of the Steeplechase Condominium Association, where she participates in auditing spending and investment discussions. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations with a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies implemented through a mix of in-house and third-party managers, and is supported by the resources of RBC Capital Markets and its affiliated asset managers.

Marc Haberli is a Series 66-licensed financial advisor with Edward Jones in Madison, WI, with two years of industry experience. Prior to joining Edward Jones in 2024, he spent 27 years at Epic Systems Corporation. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Daniel Schuh is a CFP® and ChFC® with five years of industry experience. He is currently an advisor at Cambridge Investment Research Advisors, where he has worked since 2021. His prior roles include positions at Turnhall Financial, Wintrust Mortgage, and the University of Wisconsin-Milwaukee. Schuh is also involved in an entrepreneurial venture, Daniel K Schuh Enterprises LLC, focusing on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Neal Andrews is a financial advisor with Primerica Advisors in Madison, WI, holding the Series 63 and Series 65 licenses and with seven years of industry experience. He has been affiliated with PFS Investments Inc. since 2018 and has worked with Primerica Financial Services since 2016. He also has teaching experience at Madison College spanning over 19 years. Andrews is involved in sales of loan products and home-related services through affiliate companies of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors as well as corporate and charitable clients. The firm uses model-driven investment strategies overseen by third-party managers and supports account custody and trade execution through established financial services providers.

John Litscher is a CFP® professional with 26 years of industry experience. He is currently with Osaic and previously spent 25 years at Lincoln Financial Advisors and Lincoln National Life Insurance Company. He serves on the Board of Directors for Summit Credit Union, a not-for-profit organization. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting a range of discretionary and non-discretionary strategies.

Jackson Clements is a financial advisor at OSAIC with a Series 65 designation and three years of industry experience. His prior work includes roles at Commonwealth Financial Network and Midwest Financial Group, as well as positions outside the financial sector such as at Ace Hardware. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Austin Streeper is a financial advisor with Cetera in Madison, WI, holding a Series 66 license and having 16 years of industry experience. His prior work includes roles at Securian Financial Services, Inc. and CRI Securities, LLC. Outside of advisory work, he serves on the board of The Canopy Center and participates in local community outreach through 100 Men of Dane County. Cetera Investment Advisers LLC is a nationwide independent advisory network 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 a multi-manager platform.

Kayla Nikula is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. She has worked at firms including North Star and Securian Financial Services Inc. Outside of advising, she serves as president of the Argyle Community Parks Foundation, a nonprofit focused on fundraising and developing playground equipment. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, blending discretionary and non-discretionary strategies executed through multiple program structures and custodial relationships.

David Hayward is a financial advisor with Merrill in Madison, WI, holding the Series 66 designation and with 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Equitable Advisors, Axa Advisors LLC, Joshua Kosnick, and Northwestern Mutual Investment Services LLC. 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.

Peter Cavi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in areas including divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Peter’s approach emphasizes thorough diligence in developing financial strategies tailored to his clients’ goals, focusing on preparation for future financial uncertainties and coordinating efforts with other professionals such as accountants and estate planning attorneys. Peter holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Plan Fiduciary Advisor designation, the Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™ designations, as well as credentials as a Personal Investment Advisor and Retirement Benefits Consultant. He earned a Bachelor of Science degree in Mechanical Engineering from the University of Illinois at Urbana-Champaign and a Master of Management degree from the J.L. Kellogg Graduate School of Management at Northwestern University. Within his community, Peter serves on the Community Grants and Foundation Investments Committees of the Rotary Club of Madison and is a board member of the Wisconsin Association of Charitable Gift Planners, supporting its programming. Outside of his professional and volunteer commitments, he enjoys golfing, music, and traveling.

Sharon Blechinger is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. She has 30 years of industry experience, including six years at Northwestern Mutual Investment Management prior to joining Cambridge in 2010. Outside of her advisory work, she is co-owner of a family farm in Mazomanie, Wisconsin. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Chad Winklepleck is a financial advisor with Edward Jones in Oregon, Wisconsin, holding the Series 63 designation and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as Vice President of the local Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kira Harris is a financial advisor with LPL Financial based in Madison, WI, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Johnson Financial Group and LL Financial LLC. 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 portfolio programs, third-party asset management, and institutional platforms.

Anne Kies is a financial advisor with Primerica Advisors in Fitchburg, WI, holding Series 63 and Series 65 licenses and has 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of financial advising, she is involved in sales with Mary Kaye Cosmetics. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model recommendations and discretionary separately managed account options.

Kevin Mccloud is a financial advisor at LPL Financial with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at U.S. Bancorp Investments and U.S. Bank. Outside of advising, he serves as a notary for First Business Bank in Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Molly Geary is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Neider & Boucher, S.C. for five years and held a position at Biaggi's Ristorante Italiano for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.