Jennifer Homman is a financial advisor at CWM, LLC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Investment Center, LLC. Outside of her advisory work, she owns Crop Protection Group, LLC, which provides risk protection to crop producers, and serves as chairman of the board for Prairie Ridge Health, a nonprofit healthcare organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Tami Salzwedel is a financial advisor with Commonwealth Financial Network in Sauk City, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been associated with Rendler And Associates, LLC and Commonwealth Financial Network since 2004. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Justin Goldstein is a Series 66-registered advisor with 15 years of industry experience. He is currently with Wealthspire Retirement Advisory and has previously worked at NFP Retirement, Inc. and Bronfman E.L. Rothschild. Goldstein also served in the Army National Guard for over two decades. Wealthspire Retirement Advisory provides retirement plan consulting and investment services primarily to plan sponsors and individual participants, offering fiduciary due diligence, plan design guidance, and participant education. The firm combines quantitative and qualitative investment analysis, delivering both non-discretionary advice and discretionary management across a broad range of retirement and financial consulting services.

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.

Daniel Rendler is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Prairie Du Sac, WI, and has 13 years of industry experience. He has worked with Commonwealth Financial Network since 2014 and also operates Silver Leaft Advisors, LLC. Rendler is involved in fixed insurance sales as an agent under the name Silver Leaf Investment Advisors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs including discretionary model portfolios and personalized indexing options. The firm provides extensive back-office support and investment management services while allowing affiliated advisors discretion in constructing client portfolios.

Darren Schwinefus is a financial advisor with Eagle Strategies (NY Life) based in West Baraboo, WI, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been associated with New York Life and its affiliated entities since 2009 and operates Firm Foundation Wealth & Retirement Solutions, LLC, focusing on New York Life products and non-registered insurance offerings. Schwinefus serves as a board member for Community Christian School, participating in monthly budget and operational reviews. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base of individuals and institutions. The firm emphasizes tailored recommendations across various program types and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life structure.

Kristi Berg is a financial advisor with Ameriprise in Deerfield, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Bank. Berg is also the owner of Kberg Operations LLC, which manages her Ameriprise business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized consulting team to support clients’ retirement planning needs.

Lauren O'Brien is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to that, she worked at Ameriprise Financial Services, Inc. from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Katie Christianson is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Beckett Tax and Accounting, LLC and Magna Publications. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Brittany Borota Kluck is a financial advisor with Edward Jones in Baraboo, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Derek Leighton is a Series 66 licensed financial advisor with 17 years of industry experience. He currently works at OSAIC and has previously been affiliated with firms including Woodbury Financial Services, LPL Financial, and Edward Jones. Outside of his advisory role, he facilitates tax preparation for clients through Full Spectrum Solutions, LLC. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services supported by firm-provided asset-allocation tools and multiple third-party solutions. The firm offers portfolios that include a variety of investment types and supports both discretionary and non-discretionary account management.

Jacqueline Keith is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. She has been with LPL Financial since 1997 and also worked at Bankers' Bank for 27 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational support tools.

Avery Carpenter is a financial advisor with LPL Financial in Sun Prairie, WI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, Carpenter worked at UW Credit Union and has also been involved in the food industry as the lead vegan baker and menu developer at Firefly Coffeehouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and institutional platforms.

Thomas Meyer is a financial advisor with Edward Jones in Waunakee, WI, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after roles at Brand Elevation Partners LLC, Dealer Monitor, Inc., and Media Score, Inc. Meyer is a co-founder and passive shareholder of Dealer Monitor, Inc., an internet lead monitoring service, and also holds a minority passive investment in Media Score, Inc. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,000 financial advisors.

Robert Hatch is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Woodbury Financial Services, and OSAIC. Outside of his advisory role, Hatch manages a commercial property where his branch is located and provides life insurance sales through a separate business. 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, model portfolio programs, third-party asset management, and institutional platforms.

Carina Alt is a financial advisor with LPL Financial based in Sun Prairie, WI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at LPL Financial since 2011 and previously at Uvest Financial Services Group, Inc. from 2007 to 2011. Since 2012, she has also been affiliated with the University of Wisconsin-Credit Union in investment-related roles. 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 financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Stephanie Hook is a financial advisor with LPL Financial based in Sun Prairie, WI. She holds the Series 66 designation and has three years of industry experience. Her work history includes roles at LPL Financial since 2022, UW Credit Union since 2022, Ality, LLC from 2017 to 2022, and TASC from 2015 to 2017. 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, supported by advanced operational tools and a large network of investment adviser representatives.

Earl Marquardt is a financial advisor with LPL Financial in Waunakee, WI, holding CFP® and ChFC® designations and having 30 years of industry experience. He has worked at LPL Financial since 2003 and previously spent five years at Merrill. He also operates Marquardt Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Derrick Meier is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Johnson Financial Group, U.S. Bancorp Investments, U.S. Bank, and Thrivent Financial. Outside of his advisory role, he serves as an assistant golf coach for the Waunakee Boys Golf Team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, utilizing various investment strategies and platforms.

Tatiana Dickey is a CFP®-certified financial advisor with eight years of industry experience. She is currently with LPL Financial in Waunakee, WI, where she has worked since 2019, previously holding roles at BMO Harris Financial Advisors and BMO Harris Bank. 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, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.