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 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.

Karsten Augustin is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has previously worked at firms including Ameriprise Financial Services and Minnesota Life Insurance Company. Augustin is also involved with North Star Resource Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered advisor offering a range of portfolio management and financial planning services to individual, institutional, and corporate clients through a large network of independent advisors. The firm provides access to multiple investment program options, including model portfolios and third-party money managers, managing over $256 billion in assets.

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 bringing 26 years of industry experience. He has been with Cambridge Investment Research since 2005. Richardson serves as a board member of the UW-Whitewater Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using multiple custody options, discretionary and non-discretionary strategies, and proprietary and third-party models.

Jacob Torpy is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Cutler Financial Group and Inside Out Field Services. Outside of advising, he has also worked as an office cleaner on weekends. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing a variety of portfolio management strategies supported by in-house and third-party research.

Jestin Dohner is a financial advisor with LPL Financial based in Madison, WI. He holds a Series 63 designation and has 26 years of industry experience. His prior roles include positions at Johnson Financial Group and Old National Bank. Outside of his advisory work, he assists with retail sales at a family tree farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, incorporating discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Levi Cutler is a CFP® professional with 20 years of industry experience currently serving with LPL Financial since 2018. He previously worked at SII Investments, Inc. for six years and has operated Cutler Financial Group since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research resources.

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.

Nicholas Alsteen is a CFP® with 20 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor based in Waunakee, WI. Outside of his advisory role, he is the owner of Alsteen Ventures LLC and serves on the Board of Directors for the Wisconsin Alumni Association's Sauk County Chapter. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

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 Sorensen is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, with 49 years of industry experience. He has held prior roles at Securities America Advisors, Inc., Cetera Advisor Networks LLC, and has involvement in multiple business ventures including managing a succession planning firm and owning a fixed life insurance and annuities company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm utilizes a range of investment tools and advisory platforms to offer integrated brokerage, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

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.

Mark Chin is a Series 66-registered financial advisor with Edward Jones in Madison, WI, where he has worked since 2012. He has 14 years of industry experience. Outside of his advisory role, he serves as chair of the finance committee on the Sun Prairie Public Library Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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.

Jacob Fendrick is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cummins Emissions Solutions and Phoenix Foreign Cars. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Kelly Venable is a financial advisor at Edward Jones in Stoughton, WI, holding a Series 66 designation with 11 years of industry experience. Her career includes multiple tenures at Edward Jones as well as roles at Coldwell Banker and Carbondale Unit 95 School District. Outside of her advisory work, she is a consultant for L’Bri Pure n Natural, a skin care business, though she does not sell products or recruit. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory solutions, including discretionary and non-discretionary strategies, and provides affiliated investment products and fiduciary services across a national network of advisors and branch offices.