Chad Mueller is a financial advisor with LPL Financial based in Madison, WI, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. and CUNA Mutual Group from 2010 to 2026 and has been affiliated with Summit Credit Union since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and a range of portfolio management options.

Kimberly Wenzel is a financial advisor with LPL Financial in Cottage Grove, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at LPL Financial since 2019 and previously spent four years with BMO Harris Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Amtmann is a financial advisor at Cambridge Investment Research Advisors in Madison, WI, holding a Series 66 designation. He has less than one year of industry experience and has previously worked at Northwestern Mutual and Atlas Wealth Advisers. Outside of financial advising, he has experience in customer service and education roles, including positions at Erin Hills and several schools. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, with a range of investment approaches that include proprietary models and third-party strategies.

Zachary Hentrich is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at The Legend at Bergamont for eight years and was employed at Edgewood College for four years. Outside of his advisory role, he is an assistant golf coach for a high school boys golf team and works part-time as a bartender. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed investment solutions and affiliated financial products through a nationwide network of over 23,000 advisors.

Joel Albers is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, Albers is involved in managing a small farming operation and serves on the Waunakee Boys Golf Booster Board, supporting the local high school golf program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority. The firm’s services cover a broad range of planning topics and allow clients to combine planning with managed accounts under a consolidated billing option.

Nicholas Deering is a financial advisor with Cetera, holding the CFP® and Series 66 designations and 18 years of industry experience. He has worked with several firms, including Cambridge Investment Research and Maritime Financial Group, before joining Cetera in 2017. Deering is also a part owner and secretary of Vesta CPAs, S.C., where he serves on the executive committee and provides tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through its multi-manager platform and a nationwide network of independent advisors.

Jacob Vehring is a financial advisor at Edward Jones in Madison, WI, holding the CFP®, ChFC®, and Series 66 designations with 14 years of industry experience. He worked at Lord Abbett & Co LLC from 2011 to 2019 before joining Edward Jones in 2019. 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 through a nationwide network of roughly 23,701 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Stangel is a financial advisor at Stifel with 28 years of industry experience. He has held his current position at Stifel Nicolaus & Co., Inc. since 2009. He holds Series 63 and Series 66 licenses. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, 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 guide asset allocation and financial planning.

Karen Epp is a Series 65-licensed financial advisor at Edelman Financial Engines in Madison, WI, with seven years of industry experience. She has worked at Edelman Financial Engines since 2019 and previously held roles at Tapps Island Association, The Clarius Group, and Worthy Hotels/Davenport Hotel Collection. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a range of workplace solutions, planner-led wealth management, and retirement income services. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment orientation.

Jonathan Fimreite is a financial advisor at Edward Jones in De Forest, WI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Howard Riemann is a financial advisor with LPL Financial based in Madison, WI, holding Series 63 and Series 65 designations and two years of industry experience. His prior roles include positions at Osaic Wealth, Principal Life Insurance Company, and Ameriprise. He is also involved in financial planning through his own business, Poker Financial Group, and works as an insurance agent with Futurity First Insurance Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and brokerage services supported by research and technology-based strategies.

Tammy Reefe is a financial advisor with Edward Jones in Waunakee, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

David Ahmann is a financial advisor with Raymond James Financial in Madison, WI, holding a Series 63 designation and 37 years of industry experience. He has worked at Raymond James Financial since 2009 and previously operated his own firm, David Ahmann LLC, for 14 years. Since 2023, he has also been an independent contractor with Tactical Financial Group, a team to which he is transitioning his practice. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Todd Wiedenfeld is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he owns a condo in Madison, WI, which he rents to a family member. 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 a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Kaitlyn Senn is a financial advisor at OSAIC with 10 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for 10 years before joining OSAIC in 2025. Outside of her advisory role, she serves as a notary public and is involved with Capital City Theater, a nonprofit organization, where she manages payroll and accounting tasks. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct diversified investment portfolios.

Joseph Baer is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Edward Jones since 2014 and holds a Series 66 license. Based in Waunakee, WI, Baer provides advisory services through his role at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Scott Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 17 years of industry experience. He has worked at Raymond James since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Anderson is also involved as an insurance agent specializing in fixed insurance and annuities and owns a non-investment-related support company called Tactical Financial Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Kimberly Smith is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 11 years. Outside of her advisory role, she teaches scuba classes through Diversions Scuba LLC, a business she has operated since 2007. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platform solutions.

Michele Peacock is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at City National Bank since 2021. Her tenure at RBC Capital Markets dates back to 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Nicholas Burge is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial and CUNA Mutual Group before joining Raymond James and also serves as a financial advisor at Farmers & Merchants State Bank, where he focuses on asset allocation, income planning, and college funding for both bank customers and non-customers. 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, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals, and supports municipal and public finance work through affiliations uncommon among large institutional advisors.