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 CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at North Star Consultants and Securian Financial Services, among others. Evenson is also involved in his own advisory businesses, J Evenson Enterprises LLC and EB Capital Management. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management and advisory services through a multi-manager platform with access to both affiliated and third-party managers.

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.

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 at Edward Jones with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. In addition to his advisory role, he is the sole member of Belvoir LLC, which owns office property in Prairie Du Sac, WI. 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 strategies, supported by a large network of 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.

Jarret Johnson is a financial advisor with RBC Capital Markets in Madison, WI, holding a Series 66 credential and four years of industry experience. His work history includes multiple roles at RBC Capital Markets since 2018 and prior positions related to financial education and academia at the University of Wisconsin Madison. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies, portfolio management, financial planning, and brokerage services.

Mark Deboer is a financial advisor with Ameriprise in Waunakee, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in business ownership related to office property management through Madison Advisors LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Gavin Jerg is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he held various roles including positions at Under Armour and Maple Bluff Country Club. He serves as a director of the Phi Sigma Phi Alumni Association at the University of Wisconsin–Madison. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Knaack is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Deanna Miller is a financial advisor at Osaic Wealth Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at Simon Quick Advisors, Proquility Private Partners, Form Wealth Advisors, and Raymond James Financial Services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, with a complex corporate structure shaped by multiple mergers and private-equity ownership.

Ryan Witt is a Series 66 licensed financial advisor with five years of industry experience, currently with J.P. Morgan Securities. His prior roles include positions at Lincoln Financial Advisors Corporation, LPL Financial, and several regional banks. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Gernetzke is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2022, previously working with Cuna Brokerage Services, Inc. and CUNA Mutual Group since 2009. Outside of his advisory work, he coaches youth hockey with the Sun Prairie Youth Hockey Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supporting diverse investment approaches with model portfolios and research from multiple sources.

Bruce Hagen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at PFS Investments Inc. and multiple companies in the trucking industry. He is also involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of financial advisors.

William Steckelberg is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at SagePoint Financial for 14 years before joining OSAIC in 2023. Steckelberg serves on the board of the nonprofit Glacier's Edge Council and is a partner at River Capital Management, where he oversees operations, recruiting, and training. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, offering integrated brokerage, advisory services, and access to third-party managers.

Chadwick Schloesser is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2018 and has prior experience at SVA Plumb Wealth Management, NYLIFE Securities, and New York Life Insurance. Schloesser serves on the advisory board and finance committee of the Capital Times Kids Fund, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates firm-approved planning tools including scenario modeling, acting primarily in an advisory capacity.