Matthew Hughey is a financial advisor with LPL Financial, holding the Series 66 designation and having 20 years of industry experience. His prior roles include positions at A&M Wealth Management and Waddell & Reed. He has also served on the board of the Wisconsin DeMolay Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Gregory Hatzinger Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has held roles at Edward Jones since 2020. His prior work includes positions in fitness and aquatics as well as property rentals. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Logan Ruesch is a financial advisor at Edward Jones in Ft Atkinson, WI, holding a Series 66 designation. He has been with Edward Jones since 2024, with prior experience at firms including Northwestern Mutual and Burtness. Outside of finance, he worked at Oconomowoc Golf Club for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets with a nationwide network of more than 23,700 advisors.

Timothy Brockmann is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for five years and Capital Financial Services, Inc. for fourteen years. He serves as a deacon at Faith Community Church in Fort Atkinson, Wisconsin. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services across multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a wide range of investment products.

Stephen Thompson is a Series 63 licensed financial advisor at Edward Jones in Edgerton, WI, with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he rents farmland in the Edgerton area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ralph Lassa III is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has previously worked at PremierBank, Thrivent Financial, and City National Bank. In addition to his advisory role, he serves as a wealth advisor for PremierBank's wealth management and trust department, providing holistic financial and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Bruce Waller is a financial advisor with Edward Jones in Ft Atkinson, WI, holding a Series 63 designation and 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory work, he is the sole member of Waller Holdings LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Michael Ehlers is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously worked at MK Cellular Inc for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Martin Griffin III is a financial advisor with Edward Jones in Stoughton, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for the Wisconsin Department of Employee Trust Funds for 16 years. He is also the owner and host of the Golf Strategy School podcast, which focuses on beginner golfers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Karen Newquist is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Tripp Soma is a financial advisor at Edward Jones in Madison, Wisconsin, holding a Series 66 credential with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved in the restaurant industry and university work. He serves as a board member at large for Capital City Muskies Inc, a local nonprofit focused on fish stocking for Madison area lakes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Matthew Strode is a financial advisor at Thrivent Investment Management in Madison, WI, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Lake Ridge Bank, Showtime Entertainment, and Bergstrom Automotive. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Ryan Genthe is a Series 66-licensed financial advisor with Edward Jones, based in Madison, WI, and has three years of industry experience. He previously worked at Vita Solutions LLC and has held roles outside finance including bartending at Lake Mills Golf Course and Koshkonong Mounds Country Club, as well as operating a lawn care business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jon Venable is a CFP®-certified financial advisor with Edward Jones in Stoughton, WI, where he has worked since 1999. He has 26 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, Venable serves as an assistant coach for boys’ baseball ages 13-14 with the Carterville Tri-C Baseball organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Allen Dable is a financial advisor at Osaic with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including JP Morgan Securities and Thrivent Financial. Allen is also the owner of Highpointe Wealth Management, Inc., an investment-related S corporation. Osaic Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct portfolios that may include a range of securities and alternative investments.

Steve Soma is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 credential and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he is a partner in a rental property business in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Julie Nachtigal is a financial advisor with Edward Jones in Fort Atkinson, WI, holding a Series 66 credential and nine years of industry experience. She has been with Edward Jones since 2016 and also operates Nachtigall Business Consulting LLC, which she founded in 2015. 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 strategies and maintains a large network of financial advisors and branch offices nationwide, with assets under management totaling approximately $1.01 trillion.

Debra Stein is a financial advisor at LPL Financial with 40 years of industry experience. Her prior roles include positions at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H.Beck Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diversified investment strategies.

Christopher Smith is a financial advisor with Edward Jones in Cambridge, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and supports its clientele through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

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.