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.

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.

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.

Caleb Twedell is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Summit Credit Union. Outside of his advisory role, he has been involved with the Lodi Sports and Recreation Center in Lodi, WI, where he works a few hours weekly assisting at the front desk. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Kellan Schulz is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Charles Schwab, J.P. Morgan Securities, Merrill, and Morgan Stanley Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Bradley Stepp is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alex Herr is a financial advisor with LPL Financial based in Madison, WI, holding Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Northwestern Mutual and State Bank of Cross Plains. Herr is also a notary public. 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 access to third-party asset managers, utilizing various investment strategies implemented by its network of investment adviser representatives.

Mary Schwartz is a CFP® professional with 39 years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at Symphonic Financial Advisors and Waddell & Reed. She serves as a committee member of the Sauk Trails Optimist Club. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals and institutional clients such as pension and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

David O'Brien is a CFP®-certified financial advisor with Edward Jones in Madison, WI, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, he owns hunting land through an LLC in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Carrie Schmidt is a CFP® professional with 22 years of industry experience, currently serving at OSAIC since 2025. She previously spent 21 years with Lincoln Financial Advisors. Beyond her advisory role, Schmidt assists divorcing individuals with financial analysis related to asset division and serves as a board member of a nonprofit professional women's group focused on community and professional development. OSAIC Wealth serves a wide range of clients including retail and institutional investors, offering brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization. The firm’s multi-advisor platform supports various financial planning and portfolio management programs alongside retirement plan consulting.

Ryan Krause is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Edward Jones and BMO Harris Wealth Management. 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 third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

John Poels is a ChFC® credentialed financial advisor with 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with its affiliated firm since 2001. In addition to his advisory role, he operates an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary strategies.

Elizabeth Hagen is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to joining Raymond James, she worked at The Westhoff-Henderson Group and Blimling & Associates. She is also involved in financial planning and client onboarding through her role as an associate at Alrohumo. 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, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and risk profiling, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sarah Carpenter is a financial advisor at Edward Jones with six years of industry experience. She previously worked at MSA Professional Services for eight years before joining Edward Jones in 2018. Outside of advising, she serves as president of Carpenter Family LLC, which manages family expenses and compensation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joshua Evenson is a financial advisor at Cetera with 29 years of experience. He holds the CFP® and ChFC® designations and has worked with firms including Securian Financial Services and North Star Consultants. He is also involved in advisory and financial services through his own entities, J Evenson Enterprises LLC and EB Capital Management. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a broad range of portfolio management and consulting services through a multi-manager platform that combines affiliated model portfolios, third-party managers, and customized strategies.