Thomas Fendrick is a financial advisor with Edward Jones, holding a Series 63 designation and 28 years of industry experience. He has been with Edward Jones since 1998. He serves on the Board of Directors for Stoughton Hospital and works as an election inspector for the Town of Pleasant Springs in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm provides a wide range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Heidi Schultz is a Series 66 licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at OSAIC, Woodbury Financial Services, Inc., and Baker & Launder, SC. Outside of her advisory duties, she is involved in tax preparation and planning through her roles with Baker Schultz Tax and Financial LLC and Lattice CPA. 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 supported by extensive technology and research resources.

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.

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.

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.

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 financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 28 years of industry experience. His work history includes roles at Canary Wealth Management, Independent Financial Partners, and LPL Financial, among others. He serves as a board member for the Madison St. Patrick's Day Parade in Madison, WI. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary 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.

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.