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.

Avery Carpenter is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at UW Credit Union and LPL Financial since 2023. Outside of his advisory work, he is the lead vegan baker and menu developer at Firefly Coffeehouse. 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, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Kevin Carnine is a financial advisor with Edward Jones in Beaver Dam, WI, holding Series 63 and Series 66 registrations and seven years of industry experience. Prior to joining Edward Jones in 2022, he worked in the insurance and securities sectors with the Kevin Carnine Agency and American Family Securities for over 16 years. He remains the president and owner of Kevin Carnine Agency LLC, a former insurance agency with no current operational duties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Carina Alt is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been affiliated with LPL Financial since 2011 and has also worked with the University of Wisconsin-CU since 2012. 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, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management approaches supported by research and technology.

Stephanie Hook is a financial advisor with LPL Financial, holding a Series 66 designation and having three years of industry experience. Prior to joining LPL Financial, she worked at Ality, LLC and TASC - Total Administrative Services Corporation. She is also involved with UW Credit Union in financial and wealth management roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

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.

Ann Kienast is a financial advisor with LPL Financial in Beaver Dam, WI, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked at LPL Financial since 2011 and has been associated with Old National Bank (formerly Anchor Bank) since 2005. 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 investment adviser representatives, offering a range of advisory programs and financial planning services.

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.

Matthew Heiar is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 65 and Series 63 designations and has worked at Mass Mutual Investors Services since 2023. In addition to his advisory role, Heiar manages an insurance sales position focused on health and Medicare, with no commissions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a collaborative approach using firm-approved software to deliver written recommendations.

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.

Michael Roth III is a Series 66-licensed financial advisor with LPL Financial, based in Sun Prairie, WI. He has one year of industry experience and has previously worked with UW Credit Union among other roles. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Sarah Wolf Conlon is a financial advisor with J.P. Morgan Securities in Madison, WI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has tenure at JPMorgan Chase Bank, NA dating back to 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Christopher Kuenzi is a financial advisor with Raymond James Financial in Beaver Dam, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Reed Chrysler Dodge Jeep Ram Inc for 18 years. He is also an associate and employee at Killingsworth & Vessey Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools and tailored planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Duane Ohland is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves on various committees and boards related to local Lutheran educational and church organizations in Beaver Dam, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across a broad set of financial topics without discretionary trading authority.

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.

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.

Kay Kapets is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial and its affiliates since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning but does not offer portfolio management for institutional clients.

Richelle Holtzman is a financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2022 and previously was employed at Parkside Lending and Ricki Six Group LLC. Holtzman holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.