Mark Wood is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JWH Group LLC, various insurance agencies, and Waddell & Reed, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports using research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with financial advisors.

John Kalfayan is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Advisors since 2010 and has also worked with Primerica Financial Services and as a self-employed advisor since 2008. In addition to his advisory role, he is involved in sales of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Cody Kramschuster is a Series 66-licensed financial advisor with Edward Jones in Madison, WI, and has four years of industry experience. Before joining Edward Jones in 2022, he held positions at Duluth Trading Company, Silver Sluggers, Cottingham & Butler, Men's Wearhouse, and the University of Dubuque. Outside of financial advising, Cody works part-time as a dishwasher at Club 23, Inc., a restaurant in Wisconsin Dells. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Tierney is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, based in Madison, Wisconsin. With over 25 years of experience in the financial services industry, he has served in various capacities including a decade as the Resident Director of the Madison office. He joined Merrill in 2000 and has developed expertise in structuring professionally managed investment programs that focus on risk-adjusted returns, risk tolerance, and meeting clients' long-term goals. Chris holds a Bachelor's degree from the University of Wisconsin-Madison, where he triple majored in Finance, Marketing, and Management. He has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized multiple times on the Forbes "Best-in-State Wealth Advisors" list and was named on the Forbes "Best-in-State Wealth Management Teams" list in 2024. In addition to his professional activities, Chris supports several charitable organizations in the Madison community including Big Brothers Big Sisters of Dane County, 100 Men of Dane County, and the Jim B. Lemon Foundation. Outside of work, he enjoys spending time with his wife, Stacie, and their children Davis and Mila James, as well as engaging in golf and other outdoor activities.

Colleen Anderson is a financial advisor at OSAIC with nine years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at Lincoln Financial Advisors and JPMorgan Chase Bank. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and provides both discretionary and non-discretionary account management across multiple investment types.

Terrance Johnson is a financial advisor with LPL Financial in Cottage Grove, WI, holding a Series 66 license and 13 years of industry experience. His prior work includes positions at J.P. Morgan Chase Bank, GWFS Equities, and Mclane. Outside of his advisory role, he provides part-time non-investment care services for his disabled mother. 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 representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jesse Seymour is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2025, he worked at CoVantage Credit Union from 2018 to 2025 and Forest County Potawatomi from 2014 to 2018. He is involved in sales of investment-related products and also receives compensation for the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers model-based investment strategies through a large advisor network and offers a range of portfolio options supported by third-party managers and custodians.

Daniel Hannan is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to his current role, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Smith III is a financial advisor at OSAIC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 7 years. Outside of his advisory role, he is involved in the performing arts as a choreographer and co-owner of a children’s dance school, and serves as board treasurer for Joey’s Song, a nonprofit focused on epilepsy. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

David West is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 12 years before joining OSAIC in 2025. 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 range of services such as financial planning, retirement plan consulting, and access to third-party money managers, utilizing various asset-allocation tools and advisory platforms.

Matthew Faust is a financial advisor at Edward Jones in Columbus, WI, holding a Series 63 license with 22 years of industry experience, all of which has been with Edward Jones since 2004. Outside of his advisory role, he is involved in farming row crops and manages various rental properties, including commercial office space and shed rentals. He also serves on the finance committee of the Prairie Ridge Hospital Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Michael Esser is a financial advisor at Edward Jones in Windsor, WI, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 financial advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Joseph Wachtveitl is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Bank of Sun Prairie and has a background that includes roles at community credit unions and retail firms. Outside of financial services, he hosts trivia nights at local restaurants. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a nationwide network of advisors.