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 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.

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.

Phillip Knutson is a CFP® professional with 12 years of industry experience, currently advising clients at Edward Jones since 2013. He holds a Series 66 license and is based in Stoughton, Wisconsin. 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 with a broad network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary 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.