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.

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.

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.

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.

Jodie Poe is a Series 66-licensed financial advisor at Edward Jones with six years of experience at the firm and a total of five years in the industry. Prior to joining Edward Jones in 2020, Jodie worked at SSM - St Mary's Hospital from 2017 to 2020 and at Stoughton Hospital from 1998 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

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.

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.

Elias Zografi is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2018. Prior to that, he was employed by TDS Telecommunications Corp and Edgewood College. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Maryjo Shepler is a financial advisor with LPL Financial in Oregon, WI, holding a Series 63 designation and 39 years of industry experience. She has worked with Commonwealth Financial Network since 2005 and joined LPL Financial in 2026. In addition to her advisory work, she is involved in fixed insurance sales as an agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

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.