Thomas Wendler is a financial advisor at Edward Jones in Lodi, WI, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Wendler serves as a commission member for Sacred Hearts School in Sun Prairie, WI. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Devin Lowenberg is a financial advisor at LPL Financial based in Middleton, WI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Lake Ridge Bank, Retirement Income Strategies, and several wealth management firms. 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 supported by model portfolios, third-party subadvisors, and various institutional platforms.

Aaron Abel is a Series 66-licensed financial advisor with Ameriprise in Middleton, WI, and has 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Alsteen is a CFP® with 20 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor based in Waunakee, WI. Outside of his advisory role, he is the owner of Alsteen Ventures LLC and serves on the Board of Directors for the Wisconsin Alumni Association's Sauk County Chapter. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

David Sorensen is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, with 49 years of industry experience. His career includes long-term roles at Legacy Financial Associates and Amerus, and he has been associated with Securities America Advisors, Inc. and OSAIC since 2016. Outside of his advisory work, he is the managing member of the Center for Exit Planning and Succession, LLC, which focuses on business succession planning for owners. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach with various portfolio management options, supported by a complex network of affiliates and private-equity ownership.

Rebecca Howard is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Thrivent, she held various roles including positions at Sonnenberg Schools and DDIS. She serves as a board member of the Cross Plains Chamber of Commerce, participating in community business initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and written recommendations across various financial planning topics. The firm offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement while maintaining separate services.

Michael Rendler is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and five years of industry experience. His career includes roles at Commonwealth Financial Network, Silver Leaf Investment Advisors, Global Atlantic Financial Company, and U.S. Bancorp. 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, third-party asset management, and institutional platforms.

Caleb Twedell is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Summit Credit Union. Outside of his advisory role, he has been involved with the Lodi Sports and Recreation Center in Lodi, WI, where he works a few hours weekly assisting at the front desk. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Jason Rasmussen is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Inc. and Transamerica Financial Advisors, Inc. Outside of his advisory role, he owns and operates Kiddie Korner Inflatables, a bounce house rental business, and co-owns Kiddie Korner of Lodi, a childcare center. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment process that includes portfolio optimization, third-party manager options, and multiple custodial arrangements.

Michael Persinger is a financial advisor at Ameriprise with 33 years of industry experience and holds a Series 63 designation. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, Persinger owns and operates Executive Staffing Plus, Inc., a professional employer organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, employing a combination of proprietary research, third-party data, and algorithmic tools to provide written recommendation reports and ongoing advice.

Eric Riedesel is a financial advisor with LPL Financial in Lodi, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Silver Leaf Investment Advisors, Commonwealth Financial Network, Ameriprise Financial Services, and The Vanguard Group. Outside of his advisory work, he is a wedding officiant based in N Hugo, MN. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives and supports diversified investment strategies with both proprietary and third-party resources.

Joseph La Cour is a financial advisor with Edward Jones in Prairie Du Sac, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Edward Jones since 1994. Outside his advisory role, he manages an LLC that owns an office property in Prairie Du Sac. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

William Steckelberg is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023, previously serving 14 years at SagePoint Financial and 18 years at OSAIC Services, Inc. Outside of his advisory role, Steckelberg is a partner at River Capital Management, where he oversees operations and recruitment, and serves on the board of directors for the nonprofit Glacier's Edge Council. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting various managed strategies and third-party manager programs.

Heather Willborn is a CFP® professional with 18 years of industry experience, currently with LPL Financial since 2022. Her prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, Inc., Banc One Securities Corporation, and the University of Wisconsin - Madison. Outside of her advisory work, she has bartended at BD’s Ripps Bar in Waunakee, WI. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools including machine learning.

Michael Jacques is a CFP® and ChFC® with 38 years of industry experience. He is currently affiliated with LPL Financial and has worked at Commonwealth Financial Network and operated Jacques Wealth Management, LLC from 2010 to 2025. 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 and model portfolio programs, and supports its advisers with research tools and institutional platforms.

Todd Rendler is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Silver Leaf Advisors, LLC, Rendler and Associates, LLC, and Commonwealth Financial Network. Rendler also owns Rendler Sales Consulting, an independent insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tami Salzwedel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Rendler and Associates, LLC since 2004 and joined LPL Financial in 2026. 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, including financial planning and access to model portfolios and third-party asset managers.

Tammy Reefe is a financial advisor with Edward Jones in Waunakee, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Joseph Baer is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Edward Jones since 2014 and holds a Series 66 license. Based in Waunakee, WI, Baer provides advisory services through his role at Edward Jones. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Trevor Joachim is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to joining Thrivent, he was affiliated with Thrivent Financial and has held roles with the Fellowship of Catholic University Students, Temple Athletics, USDA - ARS, and UW Madison. 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 covering various financial planning topics without discretionary trading authority.