Debra Stein is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. Her career includes roles at Grove Point Investments, Grove Point Advisors, H.Beck Inc., and previous tenure at LPL Financial. 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 management, with a platform that supports both discretionary and non-discretionary strategies.

Christopher Smith is a financial advisor with Edward Jones in Cambridge, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and supports its clientele through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Thomas Fendrick is a financial advisor with Edward Jones, holding a Series 63 designation and 28 years of industry experience. He has been with Edward Jones since 1998. He serves on the Board of Directors for Stoughton Hospital and works as an election inspector for the Town of Pleasant Springs in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm provides a wide range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Gary Thompson is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2004. In addition to his advisory role, he is president of Thompson & Company, S.C., a CPA firm, and serves on the board of the Jefferson Housing Authority. Cetera Investment Advisers LLC provides services through a large network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Andrew Messmer is a financial advisor at Edward Jones in Edgerton, WI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Commercial Recreation Specialists and Gillware Data Recovery, among others. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.

Meredith Pennewell is a financial advisor with Edward Jones in Ft Atkinson, WI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked for SouthComm Business Media, Inc for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Christopher Nevermann is a financial advisor at Edward Jones in Fort Atkinson, WI, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and other financial services through a nationwide network of over 23,700 advisors.

Christine Sperry is a financial advisor with LPL Financial based in Cottage Grove, WI, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. Her career includes roles at State Bank of Cross Plains, Charles Schwab, William Blair, and other financial institutions. She also serves as a trust officer at State Bank of Cross Plains. 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, model portfolios, third-party asset management, and institutional platforms.

Nathan Eisner is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel O'Brien is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and affiliated services through a nationwide network of financial advisors.

Gene Gorrell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Edward Jones from 2017 to 2024 and has experience with Generac Mobile Products. Gorrell operates a sole proprietorship focused on life and long-term care solutions for clients and owns Lake Country Asset Management, LLC, which provides fee-based and commission-based financial advisory services including wealth management and insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a large multi-advisor platform. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and private-equity ownership.

Jennifer Tryzna is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Ameriprise Financial Services, AERIE Preferred Financial Group, and Moving Forward. Outside of advising, she works part-time in customer service at Blains Farm and Fleet in Madison, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Paul Tahtinen III is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of about 23,701 advisors, offering discretionary and non-discretionary investment solutions alongside affiliated mutual funds and tax-efficient services.

Trey Mc Kee is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. His prior work includes roles at CLF Asset Management and Screenverse, as well as five years at Paoli Schoolhouse American Bistro. 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 financial advisors and branch offices nationwide.

Eric Faust is a financial advisor at Edward Jones in Madison, WI, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns and manages farmland that is sharecropped. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Andrew Coopman is a CFP® with 25 years of experience in the financial industry. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Abigail Rebarchek is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021, with prior experience as a group fitness instructor at Janesville Athletic Club. Outside of financial advising, she teaches group fitness classes including Zumba and HIIT. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and has a large nationwide network of advisors and branch offices.

William Neubauer is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at OSAIC since 2024 and previously served eight years at Securities America Inc. and Securities America Advisors. Neubauer is also a senior partner at Highpointe Wealth Management, where he is involved in the sale of life, long-term care, and disability insurance as well as fixed and equity indexed annuities. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach is model-based, emphasizing asset allocation and portfolio optimization, supported by risk assessments and various management strategies.

David Stuart is a financial advisor with Ameriprise in Cambridge, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Ameriprise since 2017, with prior roles at PFS Investments and Primerica Financial Services. Outside of his advisory work, he serves as an independent WIAA football referee during the fall season. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.