Chad Mueller is a financial advisor with LPL Financial in Madison, WI, holding Series 65 and Series 63 designations and bringing 16 years of industry experience. He previously worked with CUNA Brokerage Services, INC and CUNA Mutual Group for 16 years and has been with Summit Credit Union since 2022. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Kimberly Wenzel is a financial advisor with LPL Financial in Cottage Grove, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. She previously worked at BMO Harris Financial Advisors from 2015 to 2021. 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 a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of a large network of advisors and discretionary assets.

Nicholas Amtmann is a Series 66-credentialed advisor at Cambridge Investment Research Advisors with one year of industry experience. His prior work includes roles at Atlas Wealth Advisers, Cambridge Investment Research Inc., Northwestern Mutual, and various positions outside financial services such as at Erin Hills and DoorDash. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients by offering 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.

Jordan Smith is a Series 65-licensed financial advisor with four years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and Kock Financial. Outside of advising, he has experience at Hawks Landing Golf Club and the University of Wisconsin-Madison. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides various investment solutions including model portfolios, third-party management, and institutional platforms.

David Tansor is a financial advisor with LPL Financial in Madison, WI, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His career includes roles at CUNA Mutual Group, Mutual of Omaha, Chase Investment Services, and Charles Schwab. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Nicholas Deering is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at various firms including Cambridge Investment Research and Waddell & Reed. In addition to his advisory work, he is a part owner and active participant in accounting and public accounting firms, providing tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and comprehensive financial planning and consulting services.

Elizabeth Witzel is a financial professional with 12 years of industry experience, currently affiliated with Cetera. She holds the Series 63 and Series 66 designations. Her work history includes tenures at Cetera Wealth Services, North Star Consultants, and multiple financial services firms. Outside of her advisory role, she volunteers with Cure Local, a nonprofit organization involved in local charitable giving. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, financial planning services, and multiple program structures under discretionary and non-discretionary authorities.

Joseph Mccormick is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has held roles at several firms, including CUNA Mutual Group, North Star Resource Group, and Securian Financial Services. 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 a range of financial planning and investment services, including model portfolio programs and institutional platforms, supported by a large network of advisors and advanced research and operational tools.

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.

Amanda Calabrese is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Gallagher from 2005 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs with fiduciary standards.

Howard Riemann is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Osaic Wealth, Principal Life Insurance Company, and Ameriprise. He also operates Poker Financial Group as a financial planner and is involved with Futurity First Insurance Group as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

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 at Lincoln Financial Advisors Corporation for 10 years. Kaitlyn holds Series 65 and Series 63 licenses and serves clients from Madison, WI. Outside of advisory work, she is involved with a nonprofit theater organization, where she manages payroll and accounting functions. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process focused on asset allocation and portfolio optimization.

Staci Minerath is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JP Morgan Securities LLC, JP Morgan Chase Bank, and Thrivent Investment Management Inc. 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 and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

Ryan Gerth is a CFP® professional with 11 years of experience at Thrivent Investment Management. He has been with Thrivent Financial since 2015. Outside of his advisory role, he serves as President of Eastside Evangelical Lutheran Church and is an Alumni Advisor for Lambda Chi Alpha, mentoring chapter officers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary portfolio management. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Greg Halat is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked with several firms including North Star Consultants, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory roles, he serves as co-chair of the golf committee at Blackhawk Country Club in Madison, WI. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers across various program structures.

Stephanie Blankenheim is a financial advisor with Edward Jones in Fitchburg, WI, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2008, working continuously at the firm. Outside of her advisory role, she is remotely involved in Devine Inc., an S Corporation in Portage, WI, primarily responsible for contingent payment obligations. 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 more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.