Amanda Davis is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 credential. She joined Wealthspire Advisors in 2024 after seven years of experience at Sun Prairie East High School and two years at City on a Hill New Bedford. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation and utilizes third-party platforms to manage held-away retirement assets.

Jennifer Giemza is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. Her previous roles include positions at BMO Harris Financial Advisors and Baker Tilly Investment Advisors. She is a board member of Big Brothers Big Sisters of Dane County, a nonprofit focused on mentoring at-risk youth. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, nonprofits, and corporate plans. The firm employs an institutional-style asset allocation framework and offers a range of wealth management and financial planning services tailored through client interviews and ongoing monitoring.

Jennifer Homman is a financial advisor with Carson Wealth based in Madison, WI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She is the owner of Crop Protection Group, providing risk protection to crop producers, and serves as chairman of the board for Prairie Ridge Health, a nonprofit healthcare organization. Homman also owns Cultivate Wealth, offering financial services. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios while offering tailored solutions including custom indexing and alternative investments.

Justin Goldstein is a financial advisor at Wealthspire Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at NFP Retirement, Inc., Bronfman E.L. Rothschild Capital, LLC, and Bronfman E.L. Rothschild LP. Goldstein also served in the Army National Guard for 21 years. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors serving nearly 9,700 clients. The firm offers wealth management, retirement-plan consulting, and financial planning services, using an institutional-style asset allocation framework that incorporates mutual funds, ETFs, private investments, and oversight of separate account managers.

Thomas Dahl is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Capital Financial Services, Inc. Outside of his advisory role, Dahl is involved in several entrepreneurial ventures including ownership of a restaurant, real estate investment and management, and participation in local community activities such as the Optimist Club. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm utilizes a range of portfolio management approaches and third-party asset managers, combining active and passive strategies tailored to client risk profiles through proprietary and external models.

Rachel Haberman is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 designation with seven years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust services through a relationship-driven, customized investment approach that incorporates diversified, institutional-style asset allocation.

Isaac Morris is a financial advisor with LPL Financial in Cottage Grove, WI, holding Series 66 and Series 63 credentials and 14 years of industry experience. He has worked at several firms including CUNA Mutual Group, Ameriprise Financial Services, and Cetera Advisor Networks. Outside of advising, he is involved with Flat Rate Prep LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and tools for operational and research support.

Pamela Vander Sanden is a Series 66 licensed financial advisor with Edward Jones in Madison, WI, where she has worked since 2014, totaling 12 years of industry experience. Outside of her advisory role, she is involved in concession work at University of Wisconsin sporting events and also works as a sales consultant for Norwex. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a wide network of advisors and branch offices nationwide.

Steven Kessenich is a financial advisor with Osaic, bringing 52 years of industry experience. He has worked at Osaic since 2024 and previously spent 18 years with Woodbury Financial Services. He is also the owner of Kessenich & Co., Inc., where he has been active since 1971 and serves as an insurance agent selling life, disability, and long-term care insurance. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

David Ohlrogge is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He has held positions at Thrivent Financial since 2014 and at Thrivent Investment Management since 2013 and holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning relationships. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option while keeping the two services separate.

Terry Niedfeldt is a financial advisor with Thrivent Investment Management in Stoughton, WI, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. He has been with Thrivent since 2002 and also serves as an agent supporting clients with previously issued final expense policies through National Guardian Life Insurance Group. Niedfeldt is a partner and co-owner of an LLC that manages property used for Thrivent business purposes and leases space to non‑Thrivent tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm’s approach combines holistic, goal-based analyses and offers an optional integrated managed-account program, while maintaining separation between planning and discretionary portfolio management services.

Andrew Litt is a CFP® with eight years of industry experience and is currently affiliated with Edward Jones in McFarland, WI. His career includes roles at Trek Bicycle Corporation, Baker Tilly Virchow Krause, LLP, and self-employment prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.

Michael Millage is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he participates in the Village of Cottage Grove Community Development Board, attending monthly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Michael Wendt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors and Investment Centers of America. Outside of advisory work, he serves as a board member on the Badger Bank Investment Committee and is involved in several independent insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Mitchell Jordan is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he worked in educational roles at the Baraboo School District, Educational Testing Services, and Marion Unit #2 School District. He also grades AP exams online during a brief annual period. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Jessica Knutson is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. She is based in Stoughton, WI. Outside of her advisory role, she owns Prairie & Main LLC, an LLC established to manage a commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Joseph Mueting is a financial advisor with Edward Jones in Mcfarland, WI, holding CFP® and Series 63 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Stein is a financial advisor with Ameriprise in Cambridge, WI, holding a Series 63 designation and 35 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Stein serves on the board of directors for Buckets for Hunger, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with enrollment criteria requiring a minimum level of investable assets.

Susan Fouts is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. Her prior roles include positions at Woodbury Financial Services and Legacy Investments & Insurance Services. Outside of finance, she has worked as an independent contractor pianist, providing accompaniment and piano lessons to local schools and families. OSAIC Wealth serves a diverse range of retail and institutional clients through a large multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with a variety of portfolio management options, including discretionary strategies and third-party managers.

Thomas Moore is a Series 66 licensed advisor at Edward Jones with 22 years of industry experience. He has worked at Edward Jones since 2007 and was previously with Thrivent Investment Management from 2005 to 2007. Outside of his advisory role, he is the owner of Tommy Boy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers both discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and specialized tax-efficient services, supported by a large network of advisors and branch offices nationwide.