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.

David Kraus is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previously worked at Mastery Logistics Systems, Reckitt Benckiser, Target Corporation, and Mondelez International. Outside of his advisory role, he serves as president of Kennedy Little League, a nonprofit youth baseball organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based, holistic financial analyses and planning without discretionary trading authority. The firm offers clients the option to combine financial planning with managed-account services under a consolidated billing program called WealthPlan.

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.

Lauri Sperfslage is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has operated Lauri Sperfslage LLC since 2016. Outside of her advisory work, she is involved in agricultural land management in Iowa. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consultative approaches supported by advanced analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Jonathan Burns is a CFP®-designated financial advisor with Raymond James Financial, based in Madison, WI, with 17 years of industry experience. His prior roles include positions at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is an associate at Tactical Financial Group, where he meets with and services clients. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary advice using analytical tools and supports client implementation through various advisory programs.

Darin Schubring is a financial advisor with Ameriprise in Middleton, WI, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Ameriprise and its related entities since 2014. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, tax-efficiency analysis, and automated recommendation tools to deliver tailored, non-discretionary advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Kay Kapets is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial and its affiliates since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning but does not offer portfolio management for institutional clients.

Leo Urzagaste is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He is focused on connecting clients with ideas, tools, resources, and strategies to help build personalized financial plans and achieve their objectives. Prior to this, he served as a Financial Representative at Fidelity Investments from 2022 to 2024. Before joining Fidelity Investments, Leo worked as a Financial Specialist at the University of Wisconsin Credit Union from 2020 to 2022. Throughout his career, he has developed expertise in understanding clients' unique needs and tailoring financial plans accordingly.

Penelope Pack is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked at Primerica Financial Services since 2010. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading and implementation to BNY Mellon Advisors.

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.