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.

Alexa Gill is a financial advisor at LPL Financial based in Madison, WI, holding a Series 66 designation. She has previous experience working at UW Credit Union, The Spaeth Family, and First National Bank & Trust Company. Alexa has been active in the financial industry since 2025. 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, utilizing various model portfolios, third-party subadvisors, and technology tools while managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Janet Callan is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has worked at Merrill since 2005 and has been affiliated with Bank of America N.A. since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Eric Earle is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has worked at Cuna Mutual Group since 2008 and joined LPL Financial in 2022. Outside of advisory roles, he is involved with CUNA Mutual Executive Benefits, focusing on non-variable insurance products. 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 asset management services, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Brandon Paskey is a financial advisor with LPL Financial in Madison, WI. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2025. His prior work experience includes roles at BMO Bank, Victra, NorthStar Funding Partners, IncredibleBank, and Old Dominion Freight Line, as well as positions in education at the University of Wisconsin Oshkosh and Waunakee High School. 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 various portfolio management approaches and technical tools, while overseeing a large network of advisors and significant assets under management.

Justin Hanson is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 66 designation and has prior work experience at One Community Bank and Hanson Electronics, LTD. Hanson is based in Madison, WI, and began his advisory role in 2026. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers a range of management platforms and proprietary model strategies.

James Delaney is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Next Financial Group, Transamerica Financial Advisor, and World Financial Group. Outside of financial services, he owns Delaney Charcoal Steaks, Inc., a business he has operated since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Tyler Wedel is a financial advisor at Edward Jones in McFarland, WI, holding a Series 66 designation with 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers comprehensive advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Leeann Kalinski is a financial advisor with Raymond James Financial in Madison, WI, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Morgan Stanley, Kuttin Wealth Management, Edward Jones, and BMO Harris Bank. Outside of her advisory work, she is involved in caregiving for her sister. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, institutions, and charitable organizations. 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.

Richard Brostowitz is a CFP® professional with six years of experience in the financial services industry. He is currently with RBC Capital Markets, where he has worked since 2020. Prior to this, he held roles at City National Bank and US Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and combines in-house and third-party managers to tailor portfolios according to clients’ Advisory Risk Profiles.

Shannon Anderson is a financial advisor with Ameriprise in Fitchburg, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and annual advice focused on dependable income and tax-aware withdrawal strategies.

Michael Stickney is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 42 years before joining OSAIC in 2025. Based in Madison, WI, Stickney has a long tenure in financial advisory roles. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, with a platform notable for its scale, affiliate network, and recent consolidation activity.

Rhonda Allen is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2020, and previously held roles at Conduent Inc and Xerox Corporation. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Ekaterina Ivanov is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and two years of industry experience. She has been with Primerica Advisors since 2022 and previously worked at TRP Acquisition for 17 years. Outside of her advisory role, Ivanov serves as Vice President of Business and HR for CarDr.com, a vehicle inspection service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Taylor Jansen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Taylor worked at United Natural Foods and held various roles including safety specialist and consultant. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of products, performance reporting, participant education, and plan benchmarking.

David Cappozzo is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Drew Finley Haag is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for seven years. Outside the financial sector, he has experience in the hospitality and sports industries, including roles at Wandos Bar and Grill and Maple Bluff Country Club. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and platform offerings.

Jeremy Mc Arthur is a financial advisor with LPL Financial in Stoughton, WI, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Cetera and North Star Resource Group. 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, with advice delivered through a broad network of investment adviser representatives.

Crystal Carlson is a Wealth Management Advisor with Merrill Lynch Wealth Management in Madison, WI, where she has been serving clients since 2012. She takes a consultative approach to wealth management, focusing on listening to clients' financial situations, preferences, and goals in order to provide tailored recommendations that align with their income and growth objectives. Crystal's expertise encompasses a wide range of areas including executive compensation, family wealth management, institutional investment consulting, legacy planning, liquidity management, personal retirement planning, and socially responsible investing. Crystal holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Certified Private Wealth Advisor (CPWA). She earned her Bachelor's Degree in Finance from Colorado Technical University. In her role, Crystal collaborates closely with a Bank of America Wealth Management Lending Officer to offer clients personalized home financing guidance as part of their overall financial strategy. Outside of her professional responsibilities, Crystal resides in Madison with her husband Jesse, their daughter Isla, son Declan, and two dogs. She is an avid fan of the Brewers, Packers, and Badgers and enjoys activities such as baseball, basketball, cooking, football, golfing, reading, running, soccer, spending time with her family, and yoga.