Isaac Morris is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and 13 years of industry experience. He has previously worked at firms including Ameriprise Financial Services, Cetera Advisor Networks, and CUNA Mutual Group. Outside of his advisory role, he is involved with Flat Rate Prep LLC, a non-investment business based in Madison, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Vachelle Fleming is a Series 66 licensed financial advisor with Thrivent Investment Management in Sun Prairie, Wisconsin. She has five years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Prior to her financial services career, she worked at Living Water Church and O'Connell Pharmacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementing those recommendations. The firm delivers holistic, goal-based analyses and enables clients to combine planning with managed-account programs under a consolidated billing option.

Scott Jalowitz is a financial advisor at Edward Jones in Columbus, WI, holding a Series 66 designation. He has 19 years of industry experience, including 18 years at OneMain Financial before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Michael Millage is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he participates in the Village of Cottage Grove Community Development Board, attending monthly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wendy Petersen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Keller Williams and has experience with Door Dash and Cielo Talent. Outside of finance, she is involved in managing vacation rental properties and serves as a Sunday School co-director at St. Paul's Lutheran Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, along with affiliated mutual funds and tax-efficient services.

Michael Williams is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at their Watertown, WI office. Williams also serves on the Board of Directors for Buckets for Hunger in Oregon, WI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Wendt is a financial advisor with LPL Financial in Johnson Creek, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior experience includes nine years at Cambridge Investment Research Advisors and five years at Investment Centers of America. He is also involved in insurance agency work and serves on the investment committee of Badger Bank. 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 advisory programs, financial planning, retirement consulting, and brokerage services, with discretionary and non-discretionary management and access to model portfolios and third-party research.

Benjamin Hoyt is a financial advisor with Edward Jones in Sun Prairie, WI, holding a Series 66 designation. He has approximately one year of industry experience, including prior roles at Third Coast Advisors and Park Avenue Securities. Outside of finance, his background includes positions at the University of Wisconsin Whitewater and involvement with the Rebecca Kleefisch for Governor campaign. 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 offers a range of advisory strategies and affiliated investment products, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Matthew Hughey is a financial advisor with LPL Financial, holding the Series 66 designation and having 20 years of industry experience. His prior roles include positions at A&M Wealth Management and Waddell & Reed. He has also served on the board of the Wisconsin DeMolay Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sandra Woods is a financial advisor at Edward Jones with 22 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Outside of her advisory role, she is involved in rental property management in Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of financial advisors and branch offices.

Gregory Hatzinger Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has held roles at Edward Jones since 2020. His prior work includes positions in fitness and aquatics as well as property rentals. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Benjamin Wolfe is a financial advisor with Thrivent Investment Management in Watertown, WI, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Car Services LLC and Charter NEX Films. 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 financial planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Olga Efremova is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and six years of industry experience. She has worked at LPL Financial since 2021 and previously at BMO Bank NA and Associated Bank, NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services supported by a variety of model portfolios and research.

Craig Schnuelle is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services Inc. and SII Investments. Outside of his advisory work, Schnuelle is involved in local community leadership as President of the Palmyra Lions Club and Chair of the Village of Palmyra zoning appeals board, and he volunteers at regional track meets. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing advanced asset-allocation tools and portfolio management strategies across a variety of investment types.

Allen Dable is a financial advisor at Osaic with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including JP Morgan Securities and Thrivent Financial. Allen is also the owner of Highpointe Wealth Management, Inc., an investment-related S corporation. Osaic Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct portfolios that may include a range of securities and alternative investments.

Christopher Mallow is a financial advisor with Thrivent Investment Management in Watertown, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2012 and with Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based financial plans without discretionary trading authority and offering combined planning and managed-account services under a consolidated billing option called WealthPlan.

Debra Stein is a financial advisor at LPL Financial with 40 years of industry experience. Her prior roles include positions at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H.Beck Inc. 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 advisers. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diversified investment strategies.

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.

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.