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.

Tristan Largent is a financial advisor at Osaic with a Series 66 credential and two years of industry experience. His prior roles include positions at Lincoln Financial Advisors, The Capital Group, and Richmond Investment Services. He also worked at Dreger Lawn Care and spent five years at Concordia University Wisconsin. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance tools and offers both discretionary UMA strategies and third-party manager options.

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.

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.

Jack Krumbach is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2022. Prior to his advisory role, his work history includes positions outside the financial industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, employing a combination of investment research, third-party data, and algorithmic tools.

James Schutz is a financial advisor at Cambridge Investment Research Advisors with 45 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Cetera and Wells Fargo Advisors Financial Network. He is also owner and branch manager at Statehouse Investments LLC, where he provides financial advisory services and manages the business. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Christopher Kniprath is a financial advisor with Cambridge Investment Research Advisors in Madison, WI. He holds a Series 66 designation and has been with the firm since 2026. Prior to his advisory role, he served in the Wisconsin Army National Guard and the Army Aviation Support Facility #2, and has experience in education and the food service industry. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Lisa Fernan is a financial advisor with Edward Jones in Stoughton, WI, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Strzelecki is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 18 years of industry experience. His prior experience includes seven years at BMO Harris Financial Advisors and a long tenure at Linda's & Langer's Hallmark. He serves on the boards of the Wisconsin Alumni Association - Sauk County and the Financial Planning Association of Wisconsin. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on comprehensive retirement-income planning, using a centralized team that provides written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Daniel Statz is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2002 and holds Series 63 and Series 66 designations. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Jarret Johnson is a financial advisor with RBC Capital Markets in Madison, WI, holding a Series 66 credential and four years of industry experience. His work history includes multiple roles at RBC Capital Markets since 2018 and prior positions related to financial education and academia at the University of Wisconsin Madison. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies, portfolio management, financial planning, and brokerage services.

Bruce Hagen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at PFS Investments Inc. and multiple companies in the trucking industry. He is also involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of financial advisors.

Keaton Gill is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Stoughton, WI, and has three years of industry experience. Prior to joining Thrivent in 2022, he worked in family-owned hospitality and retail businesses. He also assists with kitchen help at Tobys Supper Club, a family-owned supper club in Madison, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Aaron Zimmer is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Zimmer is a co-owner and CEO of CWAG LLC and serves on the board of directors for the Down Syndrome Association of Wisconsin South Central. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, emphasizing managed accounts and utilizing algorithmic automation overseen by a dedicated committee.