Thomas Dahl is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Capital Financial Services, Inc. Outside of his advisory role, Dahl is involved in several entrepreneurial ventures including ownership of a restaurant, real estate investment and management, and participation in local community activities such as the Optimist Club. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm utilizes a range of portfolio management approaches and third-party asset managers, combining active and passive strategies tailored to client risk profiles through proprietary and external models.

Rachel Haberman is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 designation with seven years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust services through a relationship-driven, customized investment approach that incorporates diversified, institutional-style asset allocation.

Isaac Morris is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Ameriprise Financial Services and Cetera Advisor Networks. Outside of his advisory role, he is involved with Flat Rate Prep LLC, a business unrelated to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with access to model portfolios, third-party asset management, and various institutional platforms.

Angela Sergent is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at LPL Financial and Old National Bank for over a decade, following a one-year tenure at CUNA Brokerage Services, Inc. Angela participates in a referral program for banking products at Old National Bank. 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 wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for research and operational support.

Pamela Vander Sanden is a Series 66 licensed financial advisor with Edward Jones in Madison, WI, where she has worked since 2014, totaling 12 years of industry experience. Outside of her advisory role, she is involved in concession work at University of Wisconsin sporting events and also works as a sales consultant for Norwex. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a wide network of advisors and branch offices nationwide.

Markus Goff is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services since 2018. Prior to his advisory career, he was employed at The Grounds Guys and attended the University of Wisconsin. 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, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through its advisory programs and other providers.

Steven Kessenich is a financial advisor at OSAIC with 52 years of industry experience. He has worked at Woodbury Financial Services for 18 years and has been the owner of Kessenich & Co., Inc. since 1971, where he also sells life, disability, and long-term care insurance. OSAIC serves a diverse group of clients, including individual investors, pension plans, corporations, and charitable organizations, offering brokerage, advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers.

Kristi Berg is a financial advisor with Ameriprise in Deerfield, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Bank. Berg is also the owner of Kberg Operations LLC, which manages her Ameriprise business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized consulting team to support clients’ retirement planning needs.

David Ohlrogge is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He has held positions at Thrivent Financial since 2014 and at Thrivent Investment Management since 2013 and holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning relationships. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option while keeping the two services separate.

Vachelle Fleming is a Series 66 licensed financial advisor with Thrivent Investment Management in Sun Prairie, Wisconsin. She has five years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Prior to her financial services career, she worked at Living Water Church and O'Connell Pharmacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementing those recommendations. The firm delivers holistic, goal-based analyses and enables clients to combine planning with managed-account programs under a consolidated billing option.

Katie Christianson is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Beckett Tax and Accounting, LLC and Magna Publications. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Kyle George is a CFP® professional with 12 years of industry experience, currently serving as an advisor at LPL Financial in Monona, WI. His prior roles include positions at Johnson Wealth Inc, Johnson Bank, and BMO Harris Financial Advisors. He is also involved with Lake Ridge Bank in a financial services capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment programs and platforms, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Derek Leighton is a Series 66 licensed financial advisor with 17 years of industry experience. He currently works at OSAIC and has previously been affiliated with firms including Woodbury Financial Services, LPL Financial, and Edward Jones. Outside of his advisory role, he facilitates tax preparation for clients through Full Spectrum Solutions, LLC. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services supported by firm-provided asset-allocation tools and multiple third-party solutions. The firm offers portfolios that include a variety of investment types and supports both discretionary and non-discretionary account management.

Andrew Litt is a CFP® with eight years of industry experience and is currently affiliated with Edward Jones in McFarland, WI. His career includes roles at Trek Bicycle Corporation, Baker Tilly Virchow Krause, LLP, and self-employment prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.

Scott Jalowitz is a financial advisor at Edward Jones in Columbus, WI, holding a Series 66 designation. He has 19 years of industry experience, including 18 years at OneMain Financial before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Michael Millage is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he participates in the Village of Cottage Grove Community Development Board, attending monthly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Avery Carpenter is a financial advisor with LPL Financial in Sun Prairie, WI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, Carpenter worked at UW Credit Union and has also been involved in the food industry as the lead vegan baker and menu developer at Firefly Coffeehouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and institutional platforms.

Mitchell Jordan is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he worked in educational roles at the Baraboo School District, Educational Testing Services, and Marion Unit #2 School District. He also grades AP exams online during a brief annual period. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Carina Alt is a financial advisor with LPL Financial based in Sun Prairie, WI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at LPL Financial since 2011 and previously at Uvest Financial Services Group, Inc. from 2007 to 2011. Since 2012, she has also been affiliated with the University of Wisconsin-Credit Union in investment-related roles. 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 financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Joseph Mueting is a financial advisor with Edward Jones in Mcfarland, WI, holding CFP® and Series 63 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.