Alexander Aderman is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 12 years of industry experience, including prior roles at New York Life and Eagle Strategies. Outside of advising, he is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software to analyze client goals and delivers written recommendations through annual, collaborative planning relationships.

Daniel Norman is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Raymond James primarily since 2007, including seven years at A. G. Edwards & Sons, Inc. prior to that. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized programs such as municipal and public-finance advisory services.

Jacob Pape is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at The Peoples Community Bank, Northwestern Mutual, and University of Wisconsin Milwaukee. Outside of advisory work, he has experience in the recreational and utility sectors, including a role at Noah's Ark Waterpark. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Roth III is a Series 66-licensed financial advisor with LPL Financial and has one year of industry experience. He has also worked with UW Credit Union since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized investment strategies.

Lori Barry is a financial advisor with LPL Financial in Baraboo, WI, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 16 years of industry experience, including prior roles at Ameriprise Financial Services and Investment Professionals Inc. Barry also serves as an Assistant Vice President and Investment Services Officer at Community First Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a variety of clients including individuals, retirement plan participants, banks, and trust companies.

Sarah Wolf Conlon is a financial advisor with J.P. Morgan Securities in Madison, WI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has tenure at JPMorgan Chase Bank, NA dating back to 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.”

Lisa Mcclyman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has worked at LPL Financial since 2018 and previously spent nearly two decades at Raymond James Financial and Raymond James Financial Services, Inc. She has also been affiliated with BARABOO State BANK for 30 years. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Corinne Tuschl is a financial advisor at Edward Jones with 18 years of experience at the firm. She holds a Series 66 designation and is based in Waunakee, Wisconsin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Cammie Banks is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Inc., CETERA Advisor Networks LLC, and Legacy Advisor Network, Ltd. Banks is also a senior vice president and insurance agent at Legacy Advisor Network, where she is involved in insurance sales and support services for financial professionals. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolio management using asset-allocation tools, risk assessments, and access to third-party money managers.

Lauri Droster is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at RBC Capital Markets since 1998 and at City National Bank since 2018. Outside of her advisory role, she serves as treasurer for Devil's Head Ski Patrol, providing oversight for first aid supplies and training materials. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Bruce Gust is a financial advisor at OSAIC with 33 years of industry experience. He also has a long tenure at Fortis Investors, Inc. and Future Benefits of Wisconsin, both since the early 1990s. Outside of advisory roles, he is president of Complete Insurance and Financial Position, an S corporation involved in life and health insurance sales and securities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment products and third-party managers.

Lucas Westby is a Series 66-credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

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.

Andrew Hager is a CFP® professional with 26 years of industry experience, currently affiliated with Ameriprise. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on multiple nonprofit boards, including as Treasurer of the Baraboo Area Literacy Council and as a board member of Kids' Ranch Inc., Varigen Biosciences Corp., and Terra Bioworks. He is also involved in agricultural business activities through ownership of Acorn Hill Farm, LLC. Ameriprise provides a range of advisory, brokerage, and insurance services, including a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Justin Johnson is a financial advisor with Edward Jones in Baraboo, WI, holding a Series 66 designation and six years of industry experience. He previously worked at The Wilderness Resort and Eddie Bauer. Johnson serves as a council member for Westside Christian School, where he contributes to planning and policy discussions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds and trust services under a fiduciary standard.

Guy Stratton is a financial advisor with Edward Jones in Waunakee, Wisconsin, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at BMO Private Bank/Wealth Management for 16 years before joining Edward Jones in 2017. 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 proprietary mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Rodney Cupp is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has been with Cetera and its related entities since 2013. Outside of his advisory role, he owns a financial services business and is involved in the sale of fixed insurance products. He is also a partial owner of a family farm engaged in various agricultural programs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program structures.

John Kanak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has previously worked at Waddell & Reed and Pinnacle Investment Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of investment adviser representatives.

Ryan Fountain is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He has worked with OSAIC Wealth Inc and Leighton Financial Services, LLC, among other organizations. In addition to his advisory role, he facilitates tax preparation services for clients through Full Spectrum Solutions, LLC. 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, utilizing firm-provided asset allocation tools and third-party platforms to manage a wide range of investment portfolios.