Meredith Pennewell is a financial advisor with Edward Jones in Ft Atkinson, WI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked for SouthComm Business Media, Inc for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Ryan Russell is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2015. The firm serves more than four million individual and institutional clients, including high-net-worth households and corporate clients, managing approximately $1.01 trillion in assets. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Nevermann is a financial advisor at Edward Jones in Fort Atkinson, WI, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 and offers a range of advisory strategies, affiliated mutual funds, and other financial services through a nationwide network of over 23,700 advisors.

Christopher Warnecke is a financial advisor with Edward Jones in Watertown, WI, holding a Series 66 designation. He has prior experience at BMO Bank NA and Menards, as well as a long tenure at Best Buy. Warnecke began his advisory career at Edward Jones in 2026. 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 wide range of advisory services including managed solutions, separately managed accounts, and tax-efficient strategies.

Gene Gorrell is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Edward Jones for seven years. He also owns Lake Country Asset Management, LLC, which provides fee-based and commission-based advisory services including wealth management, retirement planning, and insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions through a large network of financial advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party managers to construct and manage portfolios that include a broad array of asset classes.

William Neubauer is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Securities America Inc., Securities America Advisors, and Cetera Advisor Networks LLC. Neubauer is also a senior partner at Highpointe Wealth Management, Inc., where he is involved in the sale of life and long-term care insurance and fixed annuities. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of advisors. The firm utilizes a variety of asset-allocation tools and third-party platforms to deliver portfolio management, financial planning, and retirement consulting services.

David Stuart is a financial advisor with Ameriprise in Cambridge, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Ameriprise since 2017, with prior roles at PFS Investments and Primerica Financial Services. Outside of his advisory work, he serves as an independent WIAA football referee during the fall season. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Briana Smith is a financial advisor with LPL Financial in Watertown, WI, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Prior to joining LPL Financial in 2018, she worked at Northwestern Mutual and Holwerda Enterprises. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Kevin Giammalva is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. He is also a managing partner at Brockmann Financial, where he oversees the advisory practice. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms.

Greg Schroeder is a CFP® professional with over 31 years of experience in the financial industry. He is currently affiliated with OSAIC since 2024 and previously worked at Woodbury Financial Services Inc and Sii Investments. Schroeder is the owner of Schroeder Financial Services, LLC, and serves as an instructor of personal finance at Madison Area Technical College. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, and corporations. The firm provides integrated brokerage and advisory services utilizing various investment platforms, with a focus on asset allocation, risk management, and access to third-party money managers.

Erin Stai is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Watertown, WI, and has three years of industry experience. Prior to her current role at Thrivent, she worked at Honey Acres Inc and Seljan Company. She serves as a board member for Cornerstone of Grace, a nonprofit supporting women and children, and the Educational Foundation of Watertown, which promotes educational opportunities in the local school district. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations on a wide range of financial planning topics without discretionary trading authority.

Patrick Meister is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 credential and has held prior roles at BMO Harris Bank, Bank Five Nine, and Woodbury Financial Services Inc. Meister is also involved with Physicians Mutual in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning.

Benjamin Hoppenrath is a financial advisor with Ameriprise in Lake Mills, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Finance for St. Paul's Church and School in Lake Mills and is an assistant volleyball coach at Lakeside Lutheran High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research and modeling with tax-efficient strategies to support client retirement goals.

Toniette Flint is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing six years of industry experience. She previously worked at First Bank Financial Centre before joining Thrivent in 2019. Outside of her advisory role, Flint serves as Vice President of the Johnson Creek Historical Society and is a Development Board member for Safe Families for Children Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that addresses a range of financial topics but does not include implementation or discretionary portfolio management.

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.

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.

Aaron Genthe is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 designation. Outside of his advisory role, he serves as President and currently as Director At-Large of the Lake Mills Area Community Foundation, where he manages an eight-person board overseeing community donations and grants. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households and institutional clients. The firm offers a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Ethan Schmidt is a Series 66-licensed financial advisor with Edward Jones, based in Lake Mills, WI, and has three years of industry experience. His prior roles include positions at Summit Credit Union, Retirement Income Strategies, and Mutual of Omaha Investor Services and Insurance Company. 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 nationwide network of financial advisors and branch offices.

Ronald Counsell is a financial advisor at Edward Jones in Watertown, WI, with 16 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.