Cynthia O'Connell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Woodbury Financial Services, SII Investments, and LPL Financial. She is the owner of O'Connell Financial Services, LLC, and is involved in financial planning and tax advisory businesses, as well as serving as president of a local condo association and participating on the finance advisory board for Madison College. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm employs a model-based investment approach with multiple program options and is notable for its scale, complex affiliate network, and private-equity ownership.

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.

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.

Mark Gernetzke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cuna Mutual Group and Cuna Brokerage Services, Inc. since 2009. He is also involved as a youth hockey coach with the Sun Prairie Youth Hockey Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Hans Becker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial since 2024 and is also affiliated with UW Credit Union. Becker serves as a notary in addition to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, utilizing both proprietary and third-party strategies across a broad spectrum of asset classes.

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.

Elizabeth Norman is a Series 66-licensed financial advisor with RBC Capital Markets in Madison, WI, with 24 years of industry experience. She has worked at RBC Capital Markets since 2006 and also at City National Bank since 2018. Norman serves on the boards of Second Harvest Foodbank of Southern Wisconsin and TRI 4 Schools, contributing to nonprofit governance and program oversight. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, implementing strategies tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Robert Kniprath is a financial advisor with Cambridge Investment Research Advisors in Madison, WI, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he serves as a soldier in the Wisconsin Army National Guard. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Patricia McDonough is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2011. Her prior experience includes roles at Old National Bank, PNC Wealth Management, Natcity Investments, and Merrill. McDonough serves as an assistant vice president at Old National Bank, participating in their banking product referral program. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Francesca Moore Colver is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 65 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory work, she operates Francesca Colver Photography, a business she has run since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and may include ESG criteria in its recommendations.

Daniel Staples is a financial advisor with Wells Fargo Clearing in Madison, WI, holding Series 63 and Series 65 credentials and 43 years of industry experience. He worked at Merrill from 1996 to 2013 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he has a 50% ownership interest in farmland leased and enrolled in USDA conservation programs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and offers both brokerage and advisory solutions through its extensive network of over 14,000 financial advisors.

Timothy Droster is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2016. Outside his advisory role, he is involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-based investment strategies supported by third-party asset managers and custodians.

Katelyn Novara is a financial advisor with LPL Financial and holds a Series 66 designation. She has eight years of industry experience, including time at the University of Wisconsin Credit Union. Novara continues to be involved with the credit union through a wealth management role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Heather Willborn is a CFP® professional with 18 years of industry experience, currently with LPL Financial since 2022. Her prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, Inc., Banc One Securities Corporation, and the University of Wisconsin - Madison. Outside of her advisory work, she has bartended at BD’s Ripps Bar in Waunakee, WI. 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 model portfolios, third-party subadvisors, and customized strategies supported by operational tools including machine learning.