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® credentialed financial advisor with seven years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience working in education and consulting roles. Nelson is also the owner of J Nelson Consulting LLC, an insurance agency. Cambridge Investment Research Advisors serves a diverse client base that includes individuals and institutional clients such as pension funds and charitable organizations. The firm offers a range of services including financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies.

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 with one year of industry experience. He holds a Series 66 designation and has worked previously at Custer Burish Financial Services and Tilburg University. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation, portfolio optimization, and provides a range of investment programs including Unified Managed Accounts and third-party money manager solutions.

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 worked at LPL Financial, LLC and Next Level Planning and Wealth Management. He serves on the board of Gilda’s Club Madison. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Samuel Greco III is a financial advisor with OSAIC in Madison, WI, holding Series 63 and 65 licenses and bringing 49 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. Outside of his advisory role, he serves as president of a condominium association board in Madison. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, with a platform notable for its scale, affiliate network, and integration of alternative investments.

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.

Wendy Voss is a financial advisor at Edward Jones in Fitchburg, WI, with one year of industry experience. She holds the Series 66 designation and previously worked at SSM Health and Willowbrook Nursing and Rehabilitation. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Charles Benton is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2017, and has been involved with Edward and Son LLC and Madison Area Technical College since 2007. Outside of his advisory role, he works part-time as an Uber Eats driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation managed by BNY Mellon Advisors.

Aaron Lawry is a financial advisor with LPL Financial in Middleton, WI, holding a Series 66 credential and having 20 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and Edward Jones. He also provides investment services through the University of Wisconsin Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including model portfolio programs and institutional platforms.

Jason Krueger is a CFP® and holds a Series 66 license with Ameriprise, where he has worked since 2007, accumulating 18 years of industry experience. He is based in Fitchburg, WI. Outside of his advisory role, he owns a real estate business under Annrose LLC. Ameriprise is an institutional firm offering a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets. The firm provides comprehensive, research-based recommendations that incorporate tax-smart strategies and adaptive withdrawals, supported by a centralized consulting team.

Timothy Schiefelbein is a CFP® professional with 20 years of experience, currently serving as an advisor at LPL Financial in Madison, WI. His work history includes roles at University of Wisconsin-Credit Union since 2018, as well as previous positions at Securities America Advisors and Baer Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides various investment strategies through a large network of representatives, combining model portfolios, third-party management options, and custom strategies supported by advanced operational tools.

Michael G. Bell is a CFP® and ChFC® professional with 32 years of experience in financial services, currently serving at UBS Financial Services since 2013. He is a member of Pension Consulting Group, LLC, which provides qualified plan services. Bell also serves as an advisory group member for the Foundation for Madison's Public Schools, reviewing financial performance and budgets. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Forrest Gilbertson is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Morgan Stanley and its affiliates since 2018 and joined Ameriprise Financial Services in 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Christopher Spaith is a financial advisor at Ameriprise in Madison, WI, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at firms including Empower Advisory Group, Madison Investments, and TIAA-CREF. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.