Nicholas Martin is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan in various roles since 2014. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Mary Weideman is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments for 13 years before joining UBS in 2018. Outside of her advisory role, she is involved as an associate in nutritional and essential oil programs with Isagenix and Young Living. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Benjamin Majewski is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and with 25 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and multiple capital markets functions.

Drew Finley Haag is a financial advisor with OSAIC holding a Series 66 designation and five years of industry experience. His prior work includes seven years at Lincoln Financial Advisors Corporation and roles at Wandos Bar and Grill, Maple Bluff Country Club, University Ridge Golf Course, and Under Armour. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third‑party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary portfolio management with a diverse range of investment options.

Crystal Carlson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Madison, WI. She has been with Merrill since 2012 and is a member of the JB & Associates Team since 2013. Crystal's approach to wealth management involves a consultative process focused on understanding client goals and preferences, offering tailored asset allocation recommendations and comprehensive financial planning services including investments, retirement, estate, and education planning. Crystal holds multiple professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), and Certified Plan Fiduciary Advisor® (CPFA). She earned her Bachelor’s Degree in Finance from Colorado Technical University. Her expertise covers a range of client focus areas such as executive compensation, family wealth management, legacy planning, socially responsible and ESG investing, and retirement income planning. In her personal life, Crystal resides in Madison with her husband, Jesse, their daughter Isla, son Declan, and two dogs. She is an avid fan of local sports teams including the Brewers, Packers, and Badgers, and enjoys spending time with her family.

Caleb Twedell is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Summit Credit Union. Outside of his advisory role, he has been involved with the Lodi Sports and Recreation Center in Lodi, WI, where he works a few hours weekly assisting at the front desk. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Jason Rasmussen is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors, Inc. and Transamerica Financial Advisors, Inc. among other firms. Outside of advising, he is involved as an owner and operator of Kiddie Korner Inflatables, a bounce house rental business, and co-owner of Kiddie Korner of Lodi, a childcare center. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by proprietary asset allocation tools and third-party managed account platforms.

Kellan Schulz is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles 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, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Bryan Smith is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management from 2002 to 2024. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver personalized retirement income advice through a centralized consulting team.

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 in Madison, WI, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, State Bank of Cross Plains, and Great Southern Bank. Herr is also involved with Summit Credit Union as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

David O'Brien is a CFP®-certified financial advisor with Edward Jones in Madison, WI, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, he owns hunting land through an LLC in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

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.

Ryan Krause is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Edward Jones, BMO Harris Wealth Management, and Summit Credit Union. He has also worked with Uber. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

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.

Cynthia O'Connell is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She previously worked at Woodbury Financial Services Inc and Sii Investments, Inc. O'Connell serves on the finance advisory board for Madison College and is president of a local condo association. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, retirement plan consulting, and access to third-party money managers through an extensive network of advisors and platforms.

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.

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.