Cherie Gon is a Series 66 credentialed financial advisor with Edward Jones in Middleton, WI, with 11 years of industry experience. She has been with Edward Jones since 2014. 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, manages approximately $1.01 trillion in assets, and operates a large network of financial advisors and branch offices nationwide.

Judith Martinez is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. She has been with UBS Financial Services since 2015 and holds a Series 66 license. Martinez is based in Madison, WI. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Walter Meanwell is a financial advisor at Wells Fargo Advisors in Madison, WI, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo-related firms since 2009. Outside of his advisory role, he serves as treasurer for the Bike Parks for Kids Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services using Wells Fargo research and tools, offering tailored recommendations delivered through meetings and written summaries.

Jesse Seymour is a financial advisor with Primerica Advisors based in Madison, WI. He holds Series 63 and Series 65 licenses and has recently transitioned into advisory roles after several years with CoVantage Credit Union and Forest County Potawatomi. His activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and selective separately managed accounts for individual and high-net-worth clients, operating primarily on a tiered wrap-fee basis.

Daniel Hannan is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to his current role, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Smith III is a financial advisor at OSAIC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 7 years. Outside of his advisory role, he is involved in the performing arts as a choreographer and co-owner of a children’s dance school, and serves as board treasurer for Joey’s Song, a nonprofit focused on epilepsy. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Kyle Judd is a financial advisor at LPL Financial in Madison, WI, holding a Series 66 designation with 13 years of industry experience. He has been with LPL Financial since 2013. Judd is also involved with UW Credit Union as a Licensed Sales Assistant and manages Wealth Management services there through an LPL business DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Scott La Montagne is a financial advisor at Edward Jones with 18 years of industry experience and holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2019, he worked at Dwellworks Property Advisors and the State of Wisconsin Investment Board. He serves as an investment committee member for the Bethel Endowment Fund and is a board member of Bethel Lutheran Church in Madison, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Matthew Suarez is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, and has nine years of industry experience. He is the owner of Skylark Consulting LLC and serves as a financial professional at North Star Resource Group. He is also a member of the advisory board for the Notre Dame Club of Madison, where he assists with volunteer and event planning activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a nationwide network of over 10,000 independent advisors.

Kelly Ploszaj is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and with one year of industry experience. Prior to joining Equitable Advisors, Kelly has worked in various roles including desk staff at Dragonfly Hot Yoga. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that includes LPL-sponsored programs and endorsed TAMPs.

Kristina Wahl is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at ThermoFisher and LabCorp. Outside of her financial career, she serves as a tennis coach for the School District of Lodi. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is noted for its extensive network of advisors and branch offices, offering both discretionary and non-discretionary strategies under a fiduciary standard.

David West is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 12 years before joining OSAIC in 2025. 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 range of services such as financial planning, retirement plan consulting, and access to third-party money managers, utilizing various asset-allocation tools and advisory platforms.

Sara Musgrave is a financial advisor with Ameriprise in Baraboo, Wisconsin, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2021, she worked at Morgan Stanley and BMO Harris Financial Advisors. Outside of her advisory role, she is employed at The Swan Barn Door, LLC, an entertainment venue that hosts weddings and special events, where she performs serving and event setup duties. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily focusing on assets held in Ameriprise-managed accounts.

Jason Hatch is a financial advisor with Ameriprise in Fitchburg, WI, holding a Series 66 designation and 20 years of industry experience. His career includes 16 years at Waddell & Reed and ongoing involvement with his own business, JWH Group LLC. He serves on the boards of Bishops Bay Country Club and Saint Maria Goretti Athletic Board. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendations through a centralized consulting team.

Lori Brink is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 registrations and having six years of industry experience. Her prior roles include positions at Todd M. Mezrah & Associates Inc., M Holdings Securities, Inc., and Harvard Pacific. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting supported by proprietary and third-party research.

Michael Peterson is a financial advisor with LPL Financial in Barneveld, WI, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial (formerly LINSCO/Private Ledger Corp.) since 2001. Peterson serves as Village Board President in Barneveld, a role he has held since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alyssa Jo Chance is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and State Bank of Cross Plains. Outside of her advisory roles, she has been involved with The Operating Edge, The Clearing Space, and Chance Productions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Peter Van Der Hagen is a financial advisor with Edward Jones, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. 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 investment products through a nationwide network of more than 23,000 financial advisors.

Joseph Wachtveitl is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Bank of Sun Prairie and has a background that includes roles at community credit unions and retail firms. Outside of financial services, he hosts trivia nights at local restaurants. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a nationwide network of advisors.

Andrew Peters is a financial advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Arbor Point Advisors, VOYOS Development Group, LLC, and Trident Contract Management, LLC. Goldstein Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary assets across about 1,069 clients. The firm employs tailored discretionary strategies and model portfolios ranging from conservative to aggressive risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagement.