Michael Kapets is a financial advisor with Thrivent Investment Management in Beaver Dam, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2010. 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 analyses and written recommendations on various planning topics, while implementation and discretionary trading authority are not included in the service.

Nicholas Schubert is a CFP® and ChFC® professional with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by affiliated mutual funds, a trust company, and securities-based lending options.

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.

Andrew Mehan is a financial advisor with Edward Jones in Beaver Dam, Wisconsin, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on a pharmaceutical advisory panel for Baxter Healthcare Corporation and participates in a local scholarship committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary wrap fee programs and 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.

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.

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.

Elizabeth Ratajczak is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at the College Board and has teaching experience from Wayland Academy, where she also serves as a forensics judge and coach. Additionally, she has taught yoga classes at Elevated Yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

Jamie Magadanz is a financial advisor with Ameriprise in Sun Prairie, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Jamie worked at BMO Harris Bank and held positions at Lands' End and The Bon-Ton Stores, Inc. Outside of advisory work, Jamie is employed by Swoboda Management LLC, where they manage a non-investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research and data tools.

Matthew Emmer is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he co-manages a commercial property through Mina Properties LLC in Beaver Dam, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of investment strategies and fiduciary advisory services, supporting over 23,000 financial advisors nationwide.

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.

Dustin Meisel is a financial advisor with Edward Jones in Beaver Dam, WI, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial LLC and U.S. Bank. He also has a decade of involvement with Mr. Brew Taphaus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Alexa Gill is a financial advisor at LPL Financial based in Sun Prairie, WI, holding a Series 66 designation. She has experience working with UW Credit Union, First National Bank & Trust Company, and The Spaeth Family, alongside being a full-time student until 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Brian Hannan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebecca Davison is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at David Geschke Financial/LPL Financial LLC. Outside the financial sector, she has experience with Amazon Vine and US Cellular. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Mark Killingsworth is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He worked at Wells Fargo Advisors LLC for 12 years before joining Raymond James in 2020. Killingsworth is a board member and finance committee member of the YMCA of Dodge County, where he participates in endowment fund oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Hans Becker is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked previously at UW Credit Union, Thompson Safety, and REV Group Inc. Outside of his advisory role, he is a commissioned notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with access to diverse model portfolios and research from multiple sources.

David Geschke is a financial advisor at Edward Jones in Beaver Dam, WI, holding the ChFC® designation and Series 66 license with 19 years of industry experience. He previously worked at Edward Jones from 2006 to 2022 and operated Geschke Financial with LPL and Cornerstone from 2022 to 2026. Outside of advising, he is a self-employed musician and author. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Griep is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Cetera, Riviera Private Wealth Services, and TIAA. Outside of his advisory work, he is the owner of Riviera Private Wealth Services LLC, an entity associated with investment properties in Calabasas, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.