Dane Hinz is a financial advisor at LPL Financial based in Baraboo, Wisconsin. He holds a Series 66 designation and has been in the industry since 2023, with prior experience at Baraboo State Bank, Lake Ridge Bank, and Wilderness Resorts. Hinz also worked at the University of Wisconsin-Madison and has a background that includes roles outside the financial sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services delivered through a large network of investment adviser representatives, employing model portfolios, third-party subadvisors, and customized strategies.

William Mowbray is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including eight years with Securities America Advisors and over two decades at Baer Insurance Services LLC. He is also involved in life insurance sales through Legacy Advisor Network and serves as President Elect of the Rotary Club of Madison West Middleton. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, corporations, and charitable organizations through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers a broad range of services including brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Laurie Dischler is a financial advisor with Edward Jones in Baraboo, WI, holding a Series 66 designation and eight years of industry experience. She worked at Cellox LLC from 2013 to 2017 before joining Edward Jones, where she has been since 2017. 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 and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices across the country.

Steven Krueger is a financial advisor with LPL Financial in Waunakee, WI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at CUNA Mutual Group and CUNA Brokerage Services, Inc. Krueger is also associated with Summit Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

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.

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.

Leslie Gay is a financial advisor with LPL Financial in Baraboo, WI, holding a Series 63 designation and 24 years of industry experience. Prior to joining LPL Financial in 2018, Leslie worked for Raymond James Financial for nine years and has been with The Baraboo National Bank since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and access to third-party asset managers.

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.

Jamie Magadanz is a financial advisor with Ameriprise in Sun Prairie, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Jamie worked at BMO Harris Bank and held positions at Lands' End and The Bon-Ton Stores, Inc. Outside of advisory work, Jamie is employed by Swoboda Management LLC, where they manage a non-investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research and data tools.

Thomas Wendler is a financial advisor at Edward Jones in Lodi, WI, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Wendler serves as a commission member for Sacred Hearts School in Sun Prairie, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Carter Buchman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Fleetcor and Capstar Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial 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.

Peter Welsh is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Raymond James Financial Advisors, Inc. and Baraboo State Bank, where he continues to serve as a trust officer and senior vice president. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Chad Lee is a financial advisor at LPL Financial with 11 years of industry experience and holds a Series 66 designation. His prior roles include positions at Robert W. Baird, Thrivent Investment Management Inc, Fidelity Investments, and Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios and third-party asset management, supported by technology tools and a broad platform of non-advisory financial products.

Nicholas Alsteen is a CFP® with 20 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor based in Waunakee, WI. Outside of his advisory role, he is the owner of Alsteen Ventures LLC and serves on the Board of Directors for the Wisconsin Alumni Association's Sauk County Chapter. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

David Sorensen is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, with 49 years of industry experience. He has held prior roles at Securities America Advisors, Inc., Cetera Advisor Networks LLC, and has involvement in multiple business ventures including managing a succession planning firm and owning a fixed life insurance and annuities company. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm utilizes a range of investment tools and advisory platforms to offer integrated brokerage, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Mark Chin is a Series 66-registered financial advisor with Edward Jones in Madison, WI, where he has worked since 2012. He has 14 years of industry experience. Outside of his advisory role, he serves as chair of the finance committee on the Sun Prairie Public Library Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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.