Elizabeth Jackson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 30 years of experience in the financial services industry, having begun her career at Merrill in 1994 and joining the JB & Associates Team in 2000. Elizabeth focuses on helping families and business professionals navigate their financial challenges with straightforward coaching, aiming to build multi-generational relationships based on integrity, dependability, and trust. Her areas of expertise include college education planning, employee benefits planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and women and wealth. Elizabeth collaborates with clients and their legal, estate, and tax advisors to develop goals-based strategies that reflect clients’ changing life circumstances. Elizabeth holds a Bachelor's Degree from the University of Wisconsin System and holds professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a lifelong Madison resident, active in supporting the Alzheimer's & Dementia Alliance of Wisconsin, and participates in caregiver workshops in Madison. Elizabeth lives in Sun Prairie with her two sons.

Christoph Meixelsperger is a Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he assists clients in making informed financial decisions and supports them through the wealth planning process by engaging in meaningful conversations to understand their priorities. Prior to this position, he worked as an Investment Consultant at Fidelity Investments in 2021, a Financial Consultant at TD Ameritrade from 2020 to 2021, and held roles including Business Development Specialist at TD Ameritrade during 2019 to 2020, Sales Agent Intern at State Farm in 2019, and Financial Representative at Northwestern Mutual in 2018. Born in Illinois, Christoph attended college in Iowa. His professional journey reflects a consistent focus on financial consulting and client service, spanning multiple companies within the financial services industry.

Gregory Henning is a financial advisor with LPL Financial in Sun Prairie, WI. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at LPL Financial since 2011 and has been with Old National Bank (formerly Anchor Bank) since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and various third-party subadvisors.

Jeremy Young is a financial advisor at LPL Financial in Madison, WI, with 20 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation and holds Series 63 and Series 66 licenses. His work history includes roles at Chartway Federal Credit Union, Cuna Brokerage Services, Inc., and CUNA Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Travis Heiser is a financial advisor with Ameriprise in Waunakee, WI, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, he serves on the Board of Directors for the Waunakee Rotary and is a member of SEW Operations LLC, a business he co-owns. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven recommendations with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Grace Schneble is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has prior work experience with BizTimes Media and several other organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions, model-based asset allocations, and research from UBS Global Research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including underwriting, market-making, and affiliated banking programs.

James Adamczyk is a financial advisor at Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements with employers.

Thomas Johnson is a Series 66-licensed financial advisor with Equitable Advisors in Madison, WI, and has two years of industry experience. His prior roles include positions at Jerg Financial Partners LLC and multiple terms with Equitable Advisors. Outside of advising, he was involved with Heavy Duty Heroes from 2022 to 2024. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through various programs and third-party managers.

Laurie Anderson is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016, following a brief tenure at RML Anderson Group, LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Gregory Thoemke is a financial advisor with Ameriprise in New Glarus, WI, holding a Series 63 designation and 35 years of industry experience. He has worked with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he serves on several village government subcommittees in New Glarus and is chairman of both the Community Development Authority and the Tree Board. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports in partnership with financial advisors.

Korab Krasniqi is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Sun Prairie, WI. He has 12 years of industry experience, with 13 years at Edward Jones. Outside of advisory work, he owns and manages Krasniqi Realty LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors.

Quinton Hanson is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and has prior experience with Washington State University, University of Wisconsin - Madison, and Grande Cheese Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Edward Jaeger is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at IFP Securities, Canary Wealth Management, Independent Financial Partners, and LPL Financial. Jaeger serves as a board member for the Madison St. Patrick’s Day Parade in Madison, WI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Charles Colletta is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior positions include roles at MassMutual Life Insurance Company and Northwestern Mutual. Outside of advising, he serves as Vice President of Business Development at a property management and cleaning services company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and provides various educational programs and specialized planning services.

Cheryl Schweiger is a financial advisor with Edward Jones in Madison, WI, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2016. 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, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.

Jonah Nelson is a CFP® and ChFC® with seven years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has held roles with affiliated Cambridge entities since 2018. Outside of his advisory work, Nelson owns J Nelson Consulting LLC, an insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a range of portfolio strategies and platform arrangements.

Jeffrey Prebish is a Series 63 credentialed financial advisor with Edward Jones in Madison, WI, where he has worked since 1993, totaling 32 years of industry experience. He also serves as an instructor at Madison Area Technical College. 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 solutions, supported by a large network of advisors and branch offices nationwide.

Hugo Kogler Ventura Baptista is a financial advisor at OSAIC Wealth Inc with one year of industry experience. He holds a Series 66 designation and has prior experience at Custer Burish Financial Services and academic roles at Tilburg University and the University of Illinois Urbana-Champaign. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes various asset-allocation and portfolio management tools, including access to third-party money managers and wrap programs.

Nicholas Palm is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2016 to 2024. Outside of his advisory role, he serves on the board of the Endres Manufacturing Foundation, a charitable organization focused on community giving in areas such as education, technology, business, environmental issues, the arts, and human services. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.

Lisa Murphy is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering customized recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficient strategies to support clients’ retirement income needs, emphasizing assets managed within Ameriprise accounts.