Ezra Robinson is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and three years of industry experience. He previously held positions at Chase Bank and has a varied background including service in the Airforce and work at Moody Bible Institute. Outside of his advisory role, he owns a moving and contracting business called The Caring Brothers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

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.

Kimberly Smith is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 credential and previously worked for Lincoln Financial Advisors Corporation for 11 years. Outside of her advisory role, she teaches scuba classes through Diversions Scuba LLC. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm utilizes a model-based investment process with various portfolio management options and maintains a large, complex platform supported by multiple affiliates.

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.

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.

Alec Schutz is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and four years of industry experience. He has worked in various roles at Thrivent and related firms since 2021. Outside of his advisory work, Alec participates as a bugler in the Veterans of Foreign Wars Honor Guard and leads the evangelism committee at Hope Lutheran Church in Milton, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across a wide range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

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 10 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Lincoln Financial Advisors and JPMorgan Chase Bank. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm's investment approach focuses on model-based asset allocation and portfolio optimization supported by various risk and rebalancing tools.

Traci Foss is a financial advisor with Edward Jones in Fitchburg, WI, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones, she spent five years at BMO Bank/LPL Financial. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo Investments, LLC from 2009 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment approach.

William Smith III is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for seven years. Outside of finance, he is involved in choreography and teaching at ballet organizations, and he serves as Board Treasurer for Joey's Song, a nonprofit focused on epilepsy and music. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, wrap portfolios, UMA strategies, and retirement plan consulting. The firm uses a model-based investment approach with asset allocation and portfolio optimization tools and supports discretionary and third-party managed strategies.

Matthew Suarez is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with nine years of industry experience. He has worked at firms including North Star Resource Group and Securian Financial Services Inc. Outside of advising, he serves on the advisory board of the Notre Dame Club of Madison. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

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 investors, retirement plan sponsors, charities, and corporate clients, offering a broad range of brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with various portfolio management options and is notable for its large scale, affiliate network, and private-equity ownership.

Lori Brink is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 designations and six years of industry experience. Her prior roles include positions at Todd M. Mezrah & Associates, M Holdings Securities, Harvard Pacific, and Colliers International. 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 and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.