Lisa Mccue is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 20 years of industry experience. She has worked at Cetera since 2011 and concurrently serves as a personal banking officer at First Community Bank, where she manages deposit services and supervises staff without involvement in investment decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and emphasizes scale, with over 10,000 advisors and $256 billion in assets under management.

Collin Schulz is a financial advisor with LPL Financial, holding a Series 65 designation and currently based in Madison, WI. He has one year of industry experience, including prior roles at Commonwealth Financial Network and Kock Financial, as well as service in the United States Air Force. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Jordan Truttschel is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he serves as treasurer and board member for Active Youth Wisconsin. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Casey Collins is a financial advisor with LPL Financial based in Madison, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining LPL in 2021, Casey worked at Waddell & Reed Inc and Transamerica Financial Advisors. Outside of advisory work, Casey is active as a musician and guitarist with the band Drive to the Ocean. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Abigail Rebarchek is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021, with prior experience as a group fitness instructor at Janesville Athletic Club. Outside of financial advising, she teaches group fitness classes including Zumba and HIIT. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and has a large nationwide network of advisors and branch offices.

Sonja Cheadle is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel since 2007, with brief periods at Bankers Bank and LPL Financial in 2022. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Jay Close is a financial advisor with Fidelity in Madison, WI, holding Series 63 and Series 66 licenses and 20 years of industry experience. He worked previously at CUNA Brokerage Services and CUNA Mutual Group from 2011 to 2022. Outside of his advisory role, he performs rideshare and food delivery services as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Pratt is a financial advisor with Edward Jones in Madison, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Tancill is a financial advisor with RBC Capital Markets in Madison, WI. He holds the Series 66 designation and has four years of industry experience. Prior to joining RBC Capital Markets, he was a student and worked briefly at the University Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients' specific risk profiles.

Brian Hensen is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with Cetera and has held roles at North Star Consultants, Inc., Securian Financial Services, Inc., and Minnesota Life Insurance Company. He is a member of the community organization 100 Men of Dane County and owns Lost Grove LLC. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers flexible portfolio management options through a multi-manager platform with a range of discretionary and non-discretionary program structures.

Scott Richardson is a financial advisor with Cambridge Investment Research Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cambridge Investment Research since 2005. Richardson serves as a board member for the UW-Whitewater Foundation. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management via multiple platforms and proprietary model strategies.

Jacob Torpy is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2018, following prior roles at Cutler Financial Group and Inside Out Field Services. Outside of his advisory work, he has undertaken weekend employment as an office cleaner. 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 and institutional platforms, and supports its advisors with proprietary research and technology tools.

Jestin Dohner is a financial advisor with LPL Financial in Madison, WI, holding a Series 63 designation and 26 years of industry experience. He has worked at LPL Financial since 2011, with a break during which he was employed at Old National Bank and retired briefly. Outside of his advisory role, he assists with retail sales at a family tree farm 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advisor-focused research and operational tools.

Levi Cutler is a financial advisor with LPL Financial in Oregon, WI, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at SII Investments, Inc. and Cambridge Investment Research Advisors, alongside his ongoing work with Cutler Financial Group since 2009. 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 services through a large network of advisors and utilizes both proprietary research and third-party strategies to support client portfolios.

Nathan Falk is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Bayer Crop Sciences, Syngenta, PFS Investments, Inc., and Primerica Financial Services. Outside of advisory services, he is involved in sales of home security, automation products, and loan products through affiliates of PFS Investments and Primerica Mortgage. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Christopher Tancill is a financial advisor with RBC Capital Markets based in Madison, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at RBC Capital Markets since 2008 and is also associated with City National Bank since 2017. Tancill has passive ownership interests in several hotel investment ventures and a real estate development partnership in Utah. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers multiple advisory programs with tailored investment strategies incorporating in-house and third-party managers, supported by comprehensive portfolio management and custody services.

David Stuart is a financial advisor with Ameriprise in Cambridge, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Ameriprise since 2017, with prior roles at PFS Investments and Primerica Financial Services. Outside of his advisory work, he serves as an independent WIAA football referee during the fall season. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Terri Normington is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. Her career includes roles at Cuna Mutual Group and CUNA Brokerage Services, Inc., where she worked for over a decade before rejoining LPL Financial. 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 retirement advice, supported by advanced research and operational tools.

David Fagen is a financial advisor with Primerica Advisors in Oregon, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating primarily under a tiered wrap fee structure.

Cassandra Meixelsperger is a CFP® professional with 15 years of industry experience. She has worked at Stifel since 2018, including prior experience at B.C. Ziegler and Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.