Michael Amers is a financial advisor at LPL Financial in Madison, WI, with 11 years of industry experience. He holds the Series 66 designation and has previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Thomas Dunn is a Financial Advisor at JB Wealth Management Group. He joined the firm in 2022 after beginning his career at Merrill Lynch in 2020. In his role, he partners with team members to address clients' specific needs through a combination of client-management skills, planning, and product knowledge, aiming to cultivate and maintain strong client relationships. Dunn specializes in areas including family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, portfolio management services, small business strategies, special needs planning strategies, tax minimization, and retirement income. He has earned several professional designations, such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Middleton, Wisconsin, Dunn graduated from the University of Wisconsin–Madison in 2020 with a Bachelor's degree in Personal Finance: Financial Planning and a minor in Entrepreneurship. He resides on the west side of Madison with his wife, Alaina. In his free time, he enjoys playing golf, watching sports, and spending time with friends and family. Additionally, he is involved with the community organization Logan's Heart and Smiles.

Dryden Geronimi is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 credential and has worked at Stifel since 2018, following 11 years at B C Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Genthe is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Vita Solutions LLC and bartending positions at local golf and country clubs. He also operated a lawn care business for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory and investment services supported by a large nationwide network of advisors and branch offices.

Jon Venable is a CFP® professional with 27 years of experience, all spent at Edward Jones. He is based in Stoughton, WI. Outside of his advisory role, Venable has been involved as an assistant coach for youth baseball in Carterville, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kevin Pachucki is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Robert Baird & Co. and CUNA Brokerage Services, among other roles. In addition to his advisory work, he has been involved with Clear Channel Communications and educational institutions including Edgewood High School and Oregon High School. 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 a large network of investment adviser representatives.

Japheth Baker is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2009. Outside of his advisory work, he manages Endure the Battle LLC, a mental health counseling business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating a tiered wrap-fee structure and maintaining control over its investment models.

Larissa Steffes is a Series 66-licensed financial advisor with LPL Financial, based in Madison, WI. She has six years of industry experience, including prior roles at BMO Harris Financial Advisors and BMO Harris Bank. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Derek Engler is a financial advisor with RBC Capital Markets in Madison, WI, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he hosts a weekly two-hour football talk show on ESPN Madison Radio and serves as a director for the NFL Alumni Caring for Kids Madison Chapter, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management and a range of investment options.

Mc Kenzie Clary is a Series 66 licensed financial advisor with Edward Jones in Fitchburg, WI, bringing four years of industry experience. Prior to joining Edward Jones in 2022, Clary worked at Breakwater, Sedgwick, University Communities LLC, and the City of Madison. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Elizabeth Jackson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 30 years of experience in the financial services industry, having begun her career at Merrill in 1994 and joining the JB & Associates Team in 2000. Elizabeth focuses on helping families and business professionals navigate their financial challenges with straightforward coaching, aiming to build multi-generational relationships based on integrity, dependability, and trust. Her areas of expertise include college education planning, employee benefits planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and women and wealth. Elizabeth collaborates with clients and their legal, estate, and tax advisors to develop goals-based strategies that reflect clients’ changing life circumstances. Elizabeth holds a Bachelor's Degree from the University of Wisconsin System and holds professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a lifelong Madison resident, active in supporting the Alzheimer's & Dementia Alliance of Wisconsin, and participates in caregiver workshops in Madison. Elizabeth lives in Sun Prairie with her two sons.

Terri Buechner is a financial advisor at OSAIC with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors, Independent Financial Group, and Cambridge Investment Research. Outside of her advisory role, she is the owner and instructor of Zoe Yoga LLC, where she teaches private and group yoga sessions. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Christopher Smith is a financial advisor with Edward Jones in Cambridge, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and supports its clientele through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Jeremy Young is a financial advisor with LPL Financial based in Madison, WI, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, including roles at Chartway Federal Credit Union, Cuna Mutual Group, Cuna Brokerage Services, and Thrivent Investment Management. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Fendrick is a financial advisor with Edward Jones, holding a Series 63 designation and 28 years of industry experience. He has been with Edward Jones since 1998. He serves on the Board of Directors for Stoughton Hospital and works as an election inspector for the Town of Pleasant Springs in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm provides a wide range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Ryan Prall is a financial advisor with LPL Financial in Fitchburg, WI, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Great Dane Brewery and Waddell & Reed, Inc., as well as running Prall Financial Solutions, where he provided tax preparation services. He has also worked as an insurance agent with various carriers for W & R Insurance Agencies. 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.

Laurie Anderson is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016, following a brief tenure at RML Anderson Group, LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Matthew Miron is a financial advisor with Edward Jones in Fitchburg, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as the third vice president of a local Lions Club, overseeing several committees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Edward Jaeger is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 28 years of industry experience. His work history includes roles at Canary Wealth Management, Independent Financial Partners, and LPL Financial, among others. He serves as a board member for the Madison St. Patrick's Day Parade in Madison, WI. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Cheryl Schweiger is a financial advisor with Edward Jones in Madison, WI, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2016. 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 strategies, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.