John Litscher is a CFP® professional with 26 years of industry experience, currently serving with Osaic since 2025. He previously worked for 25 years at Lincoln Financial Advisors and Lincoln National Life Insurance Company. Litscher is a board member of Summit Credit Union and holds insurance agent roles offering life, disability, long-term care, and health insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.

Sandra Woods is a Series 66-licensed financial advisor with 22 years of industry experience, currently with Edward Jones since 2009. Her prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Invest Financial Corporation. Outside of her advisory work, she is involved in a rental business in North Port, Florida. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is noted for its extensive network of advisors and branch offices, as well as affiliated services including a trust company and proprietary mutual funds.

Maximilian Benrud is a CFP®-certified financial advisor with Edward Jones in Madison, WI, bringing six years of industry experience. He has worked at Edward Jones since 2019, following prior roles at Brady Corporation and the University of Wisconsin Platteville. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Hayward is a financial advisor with Merrill in Madison, WI, holding a Series 66 designation and 19 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Equitable Advisors, Axa Advisors LLC, Joshua Kosnick, and Northwestern Mutual Investment Services LLC. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Zambo is a financial advisor at Raymond James Financial Services Advisors, Inc. with 19 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Raymond James in various capacities since 2017. Outside of his financial career, he owns and operates a woodworking business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary advice and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 in Madison, WI, holding Series 63 and Series 66 licenses and with 29 years of industry experience. She has been with Cambridge since 2010. Outside of advising, she is a co-owner of a family farm in Mazomanie, WI. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to unaffiliated strategists, and features formal compliance and supervisory processes.

Kira Harris is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 credential and two years of industry experience. Her prior work includes roles at Johnson Financial Group and LL Financial LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios and research.

Kevin Mccloud is a financial advisor at LPL Financial in Madison, WI, holding the ChFC® designation with 14 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and U.S. Bank. He is also a notary at First Business Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, incorporating diverse investment strategies supported by LPL Research and third-party subadvisors.

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.

Michael Roth III is a Series 66-licensed financial advisor with LPL Financial, based in Sun Prairie, WI. He has one year of industry experience and has previously worked with UW Credit Union among other roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

George Heathcote is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at NEXT Financial Group, National Social Security Association, The Krause Agency, and Transamerica Financial Advisors, among others. Outside of financial advising, Heathcote is involved in operating Ridgeline Lodge and RV Seasonal Storage, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, research, and technology-driven investment strategies.

Jacob Kulich is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Heartland Credit Union and several other companies. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Andrew Thompson is a financial advisor at Osaic Wealth, Inc. with 14 years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors for 13 years. Outside of his advisory role, Thompson is a scuba instructor and retail operator at Diversions Scuba, a contributor of op-ed articles on military service experiences, a business consultant for international organizations, and an adjunct instructor at the University of Wisconsin Law School teaching estate planning topics. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services. The firm utilizes firm-provided asset-allocation tools and third-party managed account solutions to construct diversified portfolios across multiple asset classes.

Dean Hessler is a CFP® professional with 17 years of industry experience, currently serving at Edelman Financial Engines in Madison, WI. He has been with the firm and its predecessor entities since 2016. Outside of his advisory role, Hessler serves as Treasurer for the FUS Foundation Board, overseeing the management and reporting of the Foundation’s financial activities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice across diversified portfolios with a long-term focus.

Amanda Handeland is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Farr is a CFP® with 22 years of industry experience, currently serving at Stifel since 2018. Prior to that, he worked for eight years at B.C. Ziegler and Company. He is also a commissioned notary public in the state of Wisconsin. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services backed by a proprietary investment methodology developed by its Investment Strategy Group.

Stephanie Bissell is a financial advisor with LPL Financial based in Madison, WI. She holds a Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2019, she worked at the University of Wisconsin Credit Union and Kearney Tax. In addition to her advisory role, she prepares taxes and performs other secretarial duties at Kearney Tax and Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Alexandra Shuchuk is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the CFP® designation and Series 66 license. Her work history includes roles at City National Bank, Loft, and Costco. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

William Czaplewski is a financial advisor with LPL Financial in Monona, Wisconsin, holding a Series 63 designation and over 33 years of industry experience. He has been with LPL Financial and Monona State Bank since 1994. Czaplewski also serves as a trust officer and vice president wealth officer at Lake Ridge Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, offering both discretionary and non-discretionary management tailored to diverse client needs.