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.

Michelle Acker is a financial advisor at Edward Jones with 14 years of industry experience. She previously worked at BMO Bank NA for 10 years and LPL Financial for four years before joining Edward Jones in 2025. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

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.

Gregory Henning is a financial advisor with LPL Financial in Sun Prairie, WI. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at LPL Financial since 2011 and has been with Old National Bank (formerly Anchor Bank) since 2001. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and various third-party subadvisors.

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.

Korab Krasniqi is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Sun Prairie, WI. He has 12 years of industry experience, with 13 years at Edward Jones. Outside of advisory work, he owns and manages Krasniqi Realty LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors.

Quinton Hanson is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and has prior experience with Washington State University, University of Wisconsin - Madison, and Grande Cheese Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Edward Jaeger is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at IFP Securities, Canary Wealth Management, Independent Financial Partners, and LPL Financial. Jaeger serves as a board member for the Madison St. Patrick’s Day Parade in Madison, WI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

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.

Jonah Nelson is a CFP® and ChFC® with seven years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has held roles with affiliated Cambridge entities since 2018. Outside of his advisory work, Nelson owns J Nelson Consulting LLC, an insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a range of portfolio strategies and platform arrangements.

Jeffrey Prebish is a Series 63 credentialed financial advisor with Edward Jones in Madison, WI, where he has worked since 1993, totaling 32 years of industry experience. He also serves as an instructor at Madison Area Technical College. 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 solutions, supported by a large network of advisors and branch offices nationwide.

Hugo Kogler Ventura Baptista is a financial advisor at OSAIC Wealth Inc with one year of industry experience. He holds a Series 66 designation and has prior experience at Custer Burish Financial Services and academic roles at Tilburg University and the University of Illinois Urbana-Champaign. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes various asset-allocation and portfolio management tools, including access to third-party money managers and wrap programs.

Lisa Murphy is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering customized recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficient strategies to support clients’ retirement income needs, emphasizing assets managed within Ameriprise accounts.

Eric Johnson is a financial advisor with Cambridge Investment Research Advisors in Madison, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Cambridge in 2025, he was associated with LPL Financial, Next Level Planning and Wealth Management, the University of Wisconsin, and Culver's Franchise System Incorporated. He serves as a board member for Gilda's Club Madison. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of discretionary and non-discretionary investment strategies across multiple custody platforms.

Nina Severini is a financial advisor with RBC Capital Markets in Madison, WI, holding a Series 66 designation and 24 years of industry experience. She joined RBC Capital Markets in 2018 after two years with Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services, supported by RBC’s capital markets capabilities and affiliated asset management firms.

David Kraus is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has one year of industry experience and prior work history includes roles at Mastery Logistics Systems, Reckitt Benckiser, Target Corporation, and Mondelez International. Kraus serves as president of Kennedy Little League, a nonprofit youth baseball organization affiliated with Little League International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Charles Benton is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2017, and has been involved with Edward and Son LLC and Madison Area Technical College since 2007. Outside of his advisory role, he works part-time as an Uber Eats driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation managed by BNY Mellon Advisors.

Timothy Schiefelbein is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with LPL Financial in Madison, WI. He has held roles at several firms, including Securities America Advisors, Cetera Advisor Networks, and Baer Insurance Services. Since 2018, he has also been involved with the University of Wisconsin-Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, employing various portfolio management strategies supported by research from in-house and third-party sources.

Jonathan Burns is a CFP®-designated financial advisor with Raymond James Financial, based in Madison, WI, with 17 years of industry experience. His prior roles include positions at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is an associate at Tactical Financial Group, where he meets with and services clients. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary advice using analytical tools and supports client implementation through various advisory programs.

Darin Schubring is a financial advisor with Ameriprise in Middleton, WI, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Ameriprise and its related entities since 2014. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, tax-efficiency analysis, and automated recommendation tools to deliver tailored, non-discretionary advice primarily for clients maintaining assets in Ameriprise-managed accounts.