Joseph Mueting is a financial advisor with Edward Jones in Mcfarland, WI, holding CFP® and Series 63 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hunter Glauhs is a Series 66 licensed advisor with OSAIC based in Madison, WI. He has one year of industry experience, including a role at The Capital Group. Outside of financial services, he has been involved with Whiskey Jacks Saloon Bar for three years. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with various program options and is notable for its scale and recent consolidation within the industry.

Jay Haberkorn is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he co-owns a vacation property with his wife. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary advice through a centralized consulting team.

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.

Hans Johnson is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 65 designations and 48 years of industry experience. He has been with Merrill for 50 years and affiliated with Bank of America, N.A. for 15 years. Johnson is involved as a power of attorney for a for-profit investment-related business associated with his spouse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Steven Gillingham is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kimberly Barfknecht is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and nine years of industry experience. She has worked at LPL Financial since 2017 and at Old National Bank since 2014. Additionally, she is a commissioned notary in Wisconsin. 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 advisory and brokerage services through a large network of representatives, offering access to model portfolios, third-party asset management, and institutional platforms.

Susan Fouts is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. Her prior roles include positions at Woodbury Financial Services and Legacy Investments & Insurance Services. Outside of finance, she has worked as an independent contractor pianist, providing accompaniment and piano lessons to local schools and families. OSAIC Wealth serves a diverse range of retail and institutional clients through a large multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with a variety of portfolio management options, including discretionary strategies and third-party managers.

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® professional at LPL Financial with eight years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment solutions including model portfolios, third-party asset management, and institutional platforms.

Jeffrey Blum is a financial advisor with LPL Financial in Fitchburg, WI, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career includes roles at CUNA Brokerage Services, CUNA Mutual Group, Merrill, and two separate tenures at LPL Financial. 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, supported by extensive operational tools and a large network of advisors.

Benjamin Hoyt is a financial advisor with Edward Jones in Sun Prairie, WI, holding a Series 66 designation. He has approximately one year of industry experience, including prior roles at Third Coast Advisors and Park Avenue Securities. Outside of finance, his background includes positions at the University of Wisconsin Whitewater and involvement with the Rebecca Kleefisch for Governor campaign. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies and affiliated investment products, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Michael Niedfeldt is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner and co-owner of Niedfeldt Enterprises LLC, which manages and maintains commercial property in Stoughton, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based financial planning without discretionary trading authority.

Angela Kolthoff is a financial advisor with Edward Jones in Madison, WI, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019. Outside of her advisory role, she works as an optician at Luxottica/Sears Optical, providing optical pre-testing, dispensing, and training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Julie Baertschi is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and with 20 years of industry experience. Her prior roles include positions at LPL Financial, BMO Harris Financial Advisors, and M&I Investment Management Corp. She is also a signer on bank accounts for Mountain View Mobile Home Park, a real estate-related business. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Logan Falk is a CFP® professional at LPL Financial with 11 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Charles Schwab Bank SSB and U.S. Bancorp Investments, Inc. He is based in Madison, WI. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Ryan Dunton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before joining Fidelity, Ryan was a Financial Advisor within Global Wealth & Investment Management at Merrill Lynch from 2018 to 2022, and he also completed an internship in the same division at Merrill Lynch in 2017. Ryan partners with clients to understand their unique goals, priorities, and needs, helping them create customized financial plans and strategies that align with their lifestyles and life events. He emphasizes education, guidance, honesty, and trust as foundational elements of his client relationships.

Lisa Stein is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and six years of industry experience. Her background includes roles in education with the Madison Metropolitan School District, Sun Prairie Area School District, Cooperative Educational Services Agency #4, and the Department of Public Instruction. She also engages in sales of investment and loan products, as well as referrals for home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a percentage-based wrap fee structure.

Sean Finley is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively, and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.