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.

Ryan Prall is a financial advisor with LPL Financial, holding a Series 66 license and bringing 24 years of industry experience. He previously worked at Great Dane Brewery and operated Prall Financial Solutions, a tax preparation service. Prall has also been involved in insurance sales with various carriers through W & R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Matthew Miron is a financial advisor with Edward Jones in Fitchburg, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as the third vice president of a local Lions Club, overseeing several committees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

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.

Matthew Bellin is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has worked at several firms including North Star Resource Group and Securian Financial Services. Bellin is also an owner of EB Capital Management and Bellin IRA LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

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.

Kristy Reed is a financial advisor with Ameriprise in Monona, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in business ownership related to auto warranty insurance and commercial real estate. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Eric Johnson is a financial advisor with Cambridge Investment Research Advisors in Madison, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Cambridge in 2025, he was associated with LPL Financial, Next Level Planning and Wealth Management, the University of Wisconsin, and Culver's Franchise System Incorporated. He serves as a board member for Gilda's Club Madison. Cambridge Investment Research Advisors serves 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, utilizing a variety of discretionary and non-discretionary investment strategies across multiple custody platforms.

Samuel Greco III is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He is the president of the Grand Teton Plaza Condominium Association board in Madison, WI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managers, employing a variety of portfolio construction tools and offering both discretionary and non-discretionary account management.

Jacob Hamus is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to joining Ameriprise, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. He serves on several nonprofit boards, including The River Food Pantry and the American Family Children’s Hospital Development Partners Advisory Board. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients with substantial investable assets and integrates advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nina Severini is a financial advisor with RBC Capital Markets in Madison, WI, holding a Series 66 designation and 24 years of industry experience. She joined RBC Capital Markets in 2018 after two years with Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services, supported by RBC’s capital markets capabilities and affiliated asset management firms.