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 with OSAIC holding a Series 66 designation and five years of industry experience. His prior work includes seven years at Lincoln Financial Advisors Corporation and roles at Wandos Bar and Grill, Maple Bluff Country Club, University Ridge Golf Course, and Under Armour. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third‑party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary portfolio management with a diverse range of investment options.

Jeremy Mc Arthur is a Series 66-licensed financial advisor with LPL Financial, bringing five years of industry experience. His prior roles include positions at Cetera, North Star Resource Group, and Minnesota Life Insurance Services. He has also worked in the corporate sector at PepsiCo. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research and technology-driven portfolio management.

Crystal Carlson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Madison, WI. She has been with Merrill since 2012 and is a member of the JB & Associates Team since 2013. Crystal's approach to wealth management involves a consultative process focused on understanding client goals and preferences, offering tailored asset allocation recommendations and comprehensive financial planning services including investments, retirement, estate, and education planning. Crystal holds multiple professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), and Certified Plan Fiduciary Advisor® (CPFA). She earned her Bachelor’s Degree in Finance from Colorado Technical University. Her expertise covers a range of client focus areas such as executive compensation, family wealth management, legacy planning, socially responsible and ESG investing, and retirement income planning. In her personal life, Crystal resides in Madison with her husband, Jesse, their daughter Isla, son Declan, and two dogs. She is an avid fan of local sports teams including the Brewers, Packers, and Badgers, and enjoys spending time with her family.

Kellan Schulz is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles 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, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

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 in Madison, WI, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, State Bank of Cross Plains, and Great Southern Bank. Herr is also involved with Summit Credit Union as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Mary Schwartz is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2023. Prior to joining Cambridge, she spent 17 years at Symphonic Financial Advisors. She is a committee member of the Sauk Trails Optimist Club, a civic organization based in Madison, WI. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of portfolio management options and tailored strategies through a network of independent Financial Professionals, with access to proprietary and third-party investment models.

Tristan Largent is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. His prior roles include positions at Lincoln Financial Advisors, The Capital Group, and Richmond Investment Services. Outside of his advisory work, he has experience assisting a registered representative at Osaic Wealth Inc. through a financial planning associate role. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services and employs advanced portfolio construction tools and multiple third-party platforms to support both discretionary and non-discretionary account management.

Carrie Schmidt is a CFP® professional with 22 years of industry experience, currently advising at OSAIC since 2025. Prior to joining OSAIC, she worked for Lincoln Financial Advisors for 21 years. Outside of her advisory work, she serves as a board member and president of The Business Forum, a nonprofit professional women's group focused on community and professional development. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and investment advisory services with financial planning and managed account solutions, utilizing various asset-allocation tools and third-party services to support client portfolios.

John Poels is a Chartered Financial Consultant (ChFC®) with 32 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2001. He also operates as an independent insurance agent through J. Poels Financial, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing various portfolio management and advisory platforms.

Elizabeth Hagen is a financial advisor at Raymond James Financial with a Series 66 credential and two years of industry experience. She has worked at multiple firms including The Westhoff-Henderson Group and Blimling & Associates. Outside of her advisory role, she is involved with Alrohumo as a financial planning lead and supports client onboarding and communications. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

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 CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at North Star Consultants and Securian Financial Services, among others. Evenson is also involved in his own advisory businesses, J Evenson Enterprises LLC and EB Capital Management. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management and advisory services through a multi-manager platform with access to both affiliated and third-party managers.

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 designations. Prior to joining Cambridge, he worked at Cetera and Wells Fargo Advisors Financial Network. Schutz is also the owner of Statehouse Investments LLC, where he serves as a financial advisor and branch manager, and he is an insurance agent involved in the sales of life, disability, annuities, and long-term care products. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using various portfolio and model-based strategies.

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.