Kellan Schulz is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Charles Schwab, J.P. Morgan Securities, Merrill, and Morgan Stanley Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Bradley Stepp is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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, operating under a fiduciary standard.

Bryan Smith is a financial advisor at Ameriprise Financial Services LLC with 39 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2024, he spent 22 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Mitchell Raube is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked for Northwestern Mutual for six years and held roles at Franklin Fueling Systems and Walmart. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers a range of products accessible through its unique registration as a security-based swap dealer and futures commission merchant.

Alex Herr is a financial advisor with LPL Financial based in Madison, WI, holding Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Northwestern Mutual and State Bank of Cross Plains. Herr is also a notary public. 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 and access to third-party asset managers, utilizing various investment strategies implemented by its network of investment adviser representatives.

Mary Schwartz is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2023. Prior to joining Cambridge, she spent 17 years at Symphonic Financial Advisors. She is a committee member of the Sauk Trails Optimist Club, a civic organization based in Madison, WI. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of portfolio management options and tailored strategies through a network of independent Financial Professionals, with access to proprietary and third-party investment models.

Tristan Largent is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. His prior roles include positions at Lincoln Financial Advisors, The Capital Group, and Richmond Investment Services. Outside of his advisory work, he has experience assisting a registered representative at Osaic Wealth Inc. through a financial planning associate role. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services and employs advanced portfolio construction tools and multiple third-party platforms to support both discretionary and non-discretionary account management.

Michael Persinger is a financial advisor at Ameriprise with 33 years of industry experience and holds a Series 63 designation. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, Persinger owns and operates Executive Staffing Plus, Inc., a professional employer organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, employing a combination of proprietary research, third-party data, and algorithmic tools to provide written recommendation reports and ongoing advice.

Carrie Schmidt is a CFP® professional with 22 years of industry experience, currently advising at OSAIC since 2025. Prior to joining OSAIC, she worked for Lincoln Financial Advisors for 21 years. Outside of her advisory work, she serves as a board member and president of The Business Forum, a nonprofit professional women's group focused on community and professional development. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and investment advisory services with financial planning and managed account solutions, utilizing various asset-allocation tools and third-party services to support client portfolios.

John Poels is a Chartered Financial Consultant (ChFC®) with 32 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2001. He also operates as an independent insurance agent through J. Poels Financial, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing various portfolio management and advisory platforms.

Joshua Evenson is a financial advisor at Cetera with 29 years of experience. He holds the CFP® and ChFC® designations and has worked with firms including Securian Financial Services and North Star Consultants. He is also involved in advisory and financial services through his own entities, J Evenson Enterprises LLC and EB Capital Management. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a broad range of portfolio management and consulting services through a multi-manager platform that combines affiliated model portfolios, third-party managers, and customized strategies.

Jack Krumbach is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2022. Prior to his advisory role, his work history includes positions outside the financial industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, employing a combination of investment research, third-party data, and algorithmic tools.

James Schutz is a financial advisor at Cambridge Investment Research Advisors with 45 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining Cambridge, he worked at Cetera and Wells Fargo Advisors Financial Network. Schutz is also the owner of Statehouse Investments LLC, where he serves as a financial advisor and branch manager, and he is an insurance agent involved in the sales of life, disability, annuities, and long-term care products. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using various portfolio and model-based strategies.

Marcus Ott is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with several firms, including Woodbury Financial Services and Baker Schultz Tax & Financial, where he provides tax preparation and planning services as an enrolled agent. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and managed account solutions, utilizing various portfolio construction tools and third-party platforms.

Courtney Justmann is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc., Forward Management Inc., and JMPVA Virtual Services. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kevin Noskowiak is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at BDO USA LLP and Smith & Gesteland, LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers access to proprietary research and capital markets products.

Joseph La Cour is a financial advisor with Edward Jones in Prairie Du Sac, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Edward Jones since 1994. Outside his advisory role, he manages an LLC that owns an office property in Prairie Du Sac. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Matthew Gerlach is a financial advisor with Edward Jones in Verona, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Gerlach serves as a hockey official for Big Ten men's hockey games, performing formal evaluations for educational and tournament selection purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Daniel Statz is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2002 and holds Series 63 and Series 66 designations. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Renee Lucas is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 65 designation and has worked previously at First Weber, Inc, Summit Capital Solutions LLC, and Virtue Capital Management, LLC. Renee is based in Madison, WI. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations through a centralized consulting team.