Gary Thompson is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2004. In addition to his advisory role, he is president of Thompson & Company, S.C., a CPA firm, and serves on the board of the Jefferson Housing Authority. Cetera Investment Advisers LLC provides services through a large network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Korab Krasniqi is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Sun Prairie, WI. He has 12 years of industry experience, with 13 years at Edward Jones. Outside of advisory work, he owns and manages Krasniqi Realty LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors.

Quinton Hanson is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and has prior experience with Washington State University, University of Wisconsin - Madison, and Grande Cheese Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Melody Gressick is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Gressick has also served as a registered sales assistant at Schroeder Financial Services. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated financial advisers. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

David Kraus is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has one year of industry experience and prior work history includes roles at Mastery Logistics Systems, Reckitt Benckiser, Target Corporation, and Mondelez International. Kraus serves as president of Kennedy Little League, a nonprofit youth baseball organization affiliated with Little League International. 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 without discretionary trading authority, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Kay Kapets is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial and its affiliates since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning but does not offer portfolio management for institutional clients.

Richelle Holtzman is a financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2022 and previously was employed at Parkside Lending and Ricki Six Group LLC. Holtzman holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Tracy Gundert is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her career in financial advising, she worked at Omnipress for 27 years. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors.

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.

Brandon Donkersgoed is a financial advisor with OSAIC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Woodbury Financial Services and First Allied Advisory Services. He is also president of Legacy Tax & Financial Services Inc., where he performs tax preparation, payroll processing, bookkeeping, and investment management for clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer discretionary and non-discretionary portfolio management across various investment types.

Christine Sperry is a financial advisor at LPL Financial with 22 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Charles Schwab and Union Bank & Trust. Sperry also serves as a trust officer at State Bank of Cross Plains. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Warnecke is a financial advisor at Edward Jones in Waterloo, WI, holding a Series 66 designation. He has a total of eight years of industry experience, with prior roles at BMO Bank NA and Menards. Before entering the financial sector, he worked at Best Buy for 13 years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

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.

Sarah Wiersma is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Her prior experience includes roles at Ameriprise Financial Services Inc, Farmers & Merchants Union, and LPL Financial, LLC. She is a member of the Board of Directors for Columbus Preschool and the St. Jerome Endowment Fund. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Mark Gernetzke is a financial advisor with LPL Financial and holds the Series 63 and Series 66 designations. He has 23 years of industry experience, including roles at Cuna Brokerage Services, Inc. and CUNA Mutual Group since 2009. Outside of his advisory work, he coaches youth hockey with the Sun Prairie Youth Hockey Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and multiple investment strategies.

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.