Benjamin Majewski is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and with 25 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and multiple capital markets functions.

Crystal Carlson is a Wealth Management Advisor with Merrill Lynch Wealth Management in Madison, WI, where she has been serving clients since 2012. She takes a consultative approach to wealth management, focusing on listening to clients' financial situations, preferences, and goals in order to provide tailored recommendations that align with their income and growth objectives. Crystal's expertise encompasses a wide range of areas including executive compensation, family wealth management, institutional investment consulting, legacy planning, liquidity management, personal retirement planning, and socially responsible investing. Crystal holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Certified Private Wealth Advisor (CPWA). She earned her Bachelor's Degree in Finance from Colorado Technical University. In her role, Crystal collaborates closely with a Bank of America Wealth Management Lending Officer to offer clients personalized home financing guidance as part of their overall financial strategy. Outside of her professional responsibilities, Crystal resides in Madison with her husband Jesse, their daughter Isla, son Declan, and two dogs. She is an avid fan of the Brewers, Packers, and Badgers and enjoys activities such as baseball, basketball, cooking, football, golfing, reading, running, soccer, spending time with her family, and yoga.

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.

Kellan Schulz is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Charles Schwab, J.P. Morgan Securities, Merrill, and Morgan Stanley Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Bryan Smith is a financial advisor at Ameriprise Financial Services LLC with 39 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2024, he spent 22 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Mitchell Raube is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Northwestern Mutual and Franklin Fueling Systems. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and includes specialized capabilities in derivatives and commodities.

Alex Herr is a financial advisor with LPL Financial based in Madison, WI, holding Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Northwestern Mutual and State Bank of Cross Plains. Herr is also a notary public. 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 access to third-party asset managers, utilizing various investment strategies implemented by its network of investment adviser representatives.

David O'Brien is a CFP®-certified financial advisor with Edward Jones in Madison, WI, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, he owns hunting land through an LLC in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

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.

Ryan Krause is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Edward Jones and BMO Harris Wealth Management. 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 third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Cynthia O'Connell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Woodbury Financial Services, SII Investments, and LPL Financial. She is the owner of O'Connell Financial Services, LLC, and is involved in financial planning and tax advisory businesses, as well as serving as president of a local condo association and participating on the finance advisory board for Madison College. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm employs a model-based investment approach with multiple program options and is notable for its scale, complex affiliate network, and private-equity ownership.

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.

Courtney Justmann is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc., Forward Management Inc., and JMPVA Virtual Services. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kevin Noskowiak is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at BDO USA LLP and Smith & Gesteland, LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers access to proprietary research and capital markets products.

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.

Renee Lucas is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 65 designation and has worked previously at First Weber, Inc, Summit Capital Solutions LLC, and Virtue Capital Management, LLC. Renee is based in Madison, WI. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations through a centralized consulting team.

Jarret Johnson is a financial advisor with RBC Capital Markets in Madison, WI, holding a Series 66 credential and four years of industry experience. His work history includes multiple roles at RBC Capital Markets since 2018 and prior positions related to financial education and academia at the University of Wisconsin Madison. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies, portfolio management, financial planning, and brokerage services.

Mark Deboer is a financial advisor with Ameriprise in Waunakee, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in business ownership related to office property management through Madison Advisors LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

David Knaack is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.