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 with LPL Financial in Sun Prairie, WI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, Carpenter worked at UW Credit Union and has also been involved in the food industry as the lead vegan baker and menu developer at Firefly Coffeehouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and institutional platforms.

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 based in Sun Prairie, WI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at LPL Financial since 2011 and previously at Uvest Financial Services Group, Inc. from 2007 to 2011. Since 2012, she has also been affiliated with the University of Wisconsin-Credit Union in investment-related roles. 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 financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Stephanie Hook is a financial advisor with LPL Financial based in Sun Prairie, WI. She holds the Series 66 designation and has three years of industry experience. Her work history includes roles at LPL Financial since 2022, UW Credit Union since 2022, Ality, LLC from 2017 to 2022, and TASC from 2015 to 2017. 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 and model portfolio programs, supported by advanced operational tools and a large network of investment adviser representatives.

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 licenses and over 21 years of industry experience. She has been with LPL Financial since 2011 and also serves at Old National Bank, where she has worked since 2005. 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.

Sandra Woods is a Series 66-licensed financial advisor with 22 years of industry experience, currently with Edward Jones since 2009. Her prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Invest Financial Corporation. Outside of her advisory work, she is involved in a rental business in North Port, Florida. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is noted for its extensive network of advisors and branch offices, as well as affiliated services including a trust company and proprietary mutual funds.

Matthew Heiar is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including insurance account management focused on health and Medicare. His background also includes ownership of Heiar Insurance & Estate Planning and prior experience running a fencing business. MassMutual Investors Services, LLC 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 offers a structured, collaborative planning process using firm-approved analytical tools, with implementation services available through separate brokerage or insurance arrangements.

Benjamin Zambo is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 19 years of experience in the financial industry. Prior to his current role, he worked at Sportradar and Northwestern Mutual. Outside of finance, he owns and operates a woodworking business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary strategies supported by advanced analytical tools.

Michael Roth III is a Series 66-licensed financial advisor with LPL Financial and has one year of industry experience. He has also worked with UW Credit Union since 2020. 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 portfolio management services, utilizing model portfolios, third-party subadvisors, and customized investment strategies.

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 and holds Series 63 and Series 66 designations. He has 28 years of industry experience, including 15 years at LPL Financial and 25 years with Old National 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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.

Michael Kapets is a financial advisor with Thrivent Investment Management in Beaver Dam, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Thrivent Financial and 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. The firm offers holistic, goal-based analyses and written recommendations on various planning topics, while implementation and discretionary trading authority are not included in the service.