Steven Nelson is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he operates as an independent business owner providing communication, satellite TV, and home security services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of financial products.

Lauren Pedersen is a financial advisor with OSAIC, holding a Series 63 designation and 43 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 1983 and is associated with Story Creek Inc. since 2002. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services with comprehensive portfolio management tools and access to third-party money managers.

Mc Kenzie Clary is a Series 66 licensed financial advisor with Edward Jones in Fitchburg, WI, bringing four years of industry experience. Prior to joining Edward Jones in 2022, Clary worked at Breakwater, Sedgwick, University Communities LLC, and the City of Madison. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Michelle Acker is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at LPL Financial and BMO Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

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.

Terri Buechner is a financial advisor at OSAIC with 9 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Advisors, Independent Financial Group, and Cambridge Investment Research. Outside of finance, she is the owner and instructor of Zoe Yoga LLC, where she teaches private and group yoga sessions. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types.

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 and holds Series 63 and Series 66 designations. He has 28 years of industry experience, including 15 years at LPL Financial and 25 years with Old National Bank. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Jeremy Young is a financial advisor with LPL Financial based in Madison, WI, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, including roles at Chartway Federal Credit Union, Cuna Mutual Group, Cuna Brokerage Services, and Thrivent Investment 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Heidi Schultz is a Series 66-credentialed financial advisor with 16 years of industry experience. She has been with Osaic since 2024 and previously worked for Woodbury Financial Services, Inc. for 14 years. Outside of her advisory work, she is a member of Baker Schultz Tax and Financial LLC and owns Lattice CPA, both of which provide tax preparation and accounting services. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing various portfolio construction tools and third-party managed-account solutions.

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 in Fitchburg, WI, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Great Dane Brewery and Waddell & Reed, Inc., as well as running Prall Financial Solutions, where he provided tax preparation services. He has also worked as an insurance agent with various carriers for W & R Insurance Agencies. 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, model portfolio programs, third-party asset management, and institutional platforms.

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 28 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at firms including IFP Securities, Canary Wealth Management, Independent Financial Partners, LPL Financial, and Harbour Investments. He 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 individual clients, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent advisors, providing a range of implementation options including proprietary and third-party model strategies.

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.