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.

Maribeth Brown is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Old National Bank and Northwestern Mutual Wealth Management Company. Outside of finance, she is a part-time horseback riding instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

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.

Jeremy Mc Arthur is a Series 66-licensed financial advisor with LPL Financial, bringing five years of industry experience. His prior roles include positions at Cetera, North Star Resource Group, and Minnesota Life Insurance Services. He has also worked in the corporate sector at PepsiCo. LPL Financial is a national 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, supported by research and technology-driven portfolio management.

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.

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.

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 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.

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.

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.

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.

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.