Thomas Meyer is a financial advisor with Edward Jones in Waunakee, WI, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after roles at Brand Elevation Partners LLC, Dealer Monitor, Inc., and Media Score, Inc. Meyer is a co-founder and passive shareholder of Dealer Monitor, Inc., an internet lead monitoring service, and also holds a minority passive investment in Media Score, Inc. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,000 financial advisors.

Robert Hatch is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Woodbury Financial Services, and OSAIC. Outside of his advisory role, Hatch manages a commercial property where his branch is located and provides life insurance sales through a separate business. 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, third-party asset management, and institutional platforms.

Earl Marquardt is a financial advisor with LPL Financial in Waunakee, WI, holding CFP® and ChFC® designations and having 30 years of industry experience. He has worked at LPL Financial since 2003 and previously spent five years at Merrill. He also operates Marquardt Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Derrick Meier is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Johnson Financial Group, U.S. Bancorp Investments, U.S. Bank, and Thrivent Financial. Outside of his advisory role, he serves as an assistant golf coach for the Waunakee Boys Golf Team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, utilizing various investment strategies and platforms.

Alexander Aderman is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 12 years of industry experience, including prior roles at New York Life and Eagle Strategies. Outside of advising, he is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software to analyze client goals and delivers written recommendations through annual, collaborative planning relationships.

Daniel Norman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Raymond James since 2000, including prior tenure at A.G. Edwards & Sons, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jacob Pape is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at The Peoples Community Bank, Northwestern Mutual, and University of Wisconsin Milwaukee. Outside of advisory work, he has experience in the recreational and utility sectors, including a role at Noah's Ark Waterpark. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mariah Hanson is a financial advisor with LPL Financial who holds the Series 66 designation and has three years of industry experience. She previously worked at Commonwealth Financial Network and Park Avenue Investments before joining LPL Financial. Hanson also spends part of her time engaged in fixed insurance sales. 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.

Paul Zander is a financial advisor with LPL Financial in Cross Plains, WI, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial and State Bank of Cross Plains since 2014. Outside of his advisory work, he plays drums in a band 1-2 times per month through his involvement with Sandman Music Agency. 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 portfolios, third-party asset management, and institutional platforms.

Corinne Tuschl is a financial advisor at Edward Jones with 18 years of experience at the firm. She holds a Series 66 designation and is based in Waunakee, Wisconsin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Cammie Banks is a financial advisor at Osaic Wealth with 11 years of industry experience and holds a Series 66 designation. She previously worked at Securities America Advisors, Inc. and Cetera Wealth Services, LLC. Outside of advising, she serves as Senior Vice President at Legacy Advisor Network, where she is involved in insurance sales and support services for financial advisors. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization supported by various analytical tools and multiple program options.

Lauri Droster is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at RBC Capital Markets since 1998 and at City National Bank since 2018. Outside of her advisory role, she serves as treasurer for Devil's Head Ski Patrol, providing oversight for first aid supplies and training materials. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Lucas Westby is a Series 66-credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Michelle Acker is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 66 and Series 63 credentials. Her prior experience includes roles at LPL Financial and BMO Bank NA. 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, operating under a fiduciary standard.

Guy Stratton is a financial advisor with Edward Jones in Waunakee, Wisconsin, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at BMO Private Bank/Wealth Management for 16 years before joining Edward Jones in 2017. 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 proprietary mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Scott Peters is a financial advisor with Ameriprise in Madison, WI, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliates since 1994. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and utilizes algorithmic tools alongside a consulting team to support its retirement-income planning.

Rodney Cupp is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has been with Cetera and its related entities since 2013. Outside of his advisory role, he owns a financial services business and is involved in the sale of fixed insurance products. He is also a partial owner of a family farm engaged in various agricultural programs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program structures.

John Kanak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has previously worked at Waddell & Reed and Pinnacle Investment Advisors LLC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of investment adviser representatives.

William Mowbray is a ChFC® credentialed financial advisor with 46 years of industry experience. He currently works at OSAIC and previously spent eight years with Securities America Advisors. Outside of his advisory role, he is involved with the Rotary Club of Madison West Middleton, where he serves as president-elect. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization tools and provides access to a variety of investment programs and third-party managers.

Steven Krueger is a financial advisor with LPL Financial in Waunakee, WI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at CUNA Mutual Group and CUNA Brokerage Services, Inc. Krueger is also associated with Summit Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.