Jamie Hanson is a financial advisor at Osaic Wealth with 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Cetera Advisor Networks, Associated Investment Services, and Transamerica Financial Advisors. Outside of his advisory work, Hanson co-owns a college consulting firm that provides fee-based planning services for families navigating school choice and financial aid. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm supports various client segments such as high-net-worth individuals, retirement plan sponsors, charities, and corporate clients.

George Heathcote is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at NEXT Financial Group, National Social Security Association, and Transamerica Financial Advisors. Outside of his advisory work, he is involved with Premier FMS and Ridgeline Lodge, among other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment approaches including model portfolios, third-party asset management, and customized strategies, supported by technology tools for operational and research assistance.

Stephen Thompson is a Series 63 licensed financial advisor at Edward Jones in Edgerton, WI, with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he rents farmland in the Edgerton area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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 with 14 years of industry experience. He holds the Series 66 credential and previously worked at Lincoln Financial Advisors for 13 years. Outside of his advisory role, Thompson teaches estate planning as an adjunct instructor at the University of Wisconsin Law School, contributes op-ed articles reflecting on his military service, and operates a scuba instruction business. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm employs a model-based investment process featuring asset allocation and portfolio optimization, offering a range of advisory and brokerage services through its multi-advisor platform.

Dean Hessler is a CFP® professional with 17 years of experience in the financial advisory industry, currently with Edelman Financial Engines in Madison, WI. He has worked at Financial Engines Advisors L.L.C. since 2016 and has prior experience with The Mutual Fund Store and Amcore Investment Services. Hessler serves as Treasurer on the FUS Foundation Board, overseeing financial activity for authorized church groups. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.

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.

Maximilian Murphy is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He has worked at several firms including Milhaus and Premier Financial Partners prior to his current role. Murphy is also involved with North Star Resource Group, which provides life insurance, securities, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and services, managing over $256 billion in assets through a large network of independent advisors.

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 in Madison, WI, holding a Series 66 designation and seven years of industry experience. She previously worked at the University of Wisconsin Credit Union and Kearney Tax, where she prepared taxes and performed secretarial duties. Additionally, she has outside employment at Kohl's. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Jacqueline Frazee is a financial advisor at Osaic Wealth Inc with 18 years of experience in the industry. She holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and SII Investments. Frazee is also co-owner and Chief Operating Officer of Midwest Financial Group, which provides tax services. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a broad array of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization strategies, supporting various managed account programs through a complex affiliate network and private-equity ownership.

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, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial and Monona State Bank since 1994. He also serves as a trust officer and vice president wealth officer at Lake Ridge Bank. 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, with advice provided through a large network of investment adviser representatives.

Daniel Sabroff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and 2001 respectively, and has been involved with Laserwords, US Inc. and Straive since 1988. Outside of investment advising, he earns compensation through the sale of loan products and referrals for home security and automation services with affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Troy Blodgett is the Senior Resident Director at Merrill's Madison, WI office and a Wealth Management Advisor. He began his career as a financial advisor in 2001 and joined Merrill in 2006 after previously serving as Branch Manager at an independent firm in Madison. In his role, Troy leverages his experience and the financial services at Merrill to assist clients in streamlining their financial lives. Troy follows a disciplined process that starts with understanding each client's specific needs, concerns, and priorities. He and his team develop financial strategies tailored to balance clients' objectives, risk tolerance, and timelines. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Wisconsin-Madison Business School with a degree in Finance & Investment Banking. Troy lives in the Madison area with his wife, Erin, and they coach their three sons in various sports. He is active in the community, serving on the boards of the Verona Area Lacrosse Club and Verona Wildcat Youth Football.

Martin Griffin III is a financial advisor with Edward Jones in Stoughton, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for the Wisconsin Department of Employee Trust Funds for 16 years. He is also the owner and host of the Golf Strategy School podcast, which focuses on beginner golfers. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kasey Kinney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Madison, WI. Prior to this, Kinney held roles at WPS, Medico, United Health Care, Mass Mutual, and MetLife Securities. Kinney is also a co-owner and advisor at Tactical Financial Group, a local advisory practice operating under a DBA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports both advisory programs and institutional portfolio management.

David Lingle is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Primerica Advisors since 2015 and was previously associated with the Wisconsin Family Council. Outside of advising, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Timothy Mcilwain is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors for 24 years. In addition to his advisory role, Mcilwain owns Stickney-Mcilwain, LLC, which focuses on the sales and service of fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and the use of third-party managers and proprietary strategies.

Lori Huston Dinga is a CFP® professional affiliated with Wells Fargo Clearing in Madison, WI, with 21 years of industry experience. She worked at Ameriprise for 11 years before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she is a consultant for Arbonne, focusing on health and beauty product sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.