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 with Raymond James Financial, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions 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 that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 at Ameriprise Financial Services LLC with 39 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2024, he spent 22 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

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 based in Madison, WI, holding Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Northwestern Mutual and State Bank of Cross Plains. Herr is also a notary public. 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 managers, utilizing various investment strategies implemented by its network of investment adviser representatives.

Mary Schwartz is a CFP® professional with 39 years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at Symphonic Financial Advisors and Waddell & Reed. She serves as a committee member of the Sauk Trails Optimist Club. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals and institutional clients such as pension and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

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 in Madison, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Edward Jones and BMO Harris Wealth Management. 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 third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

John Poels is a ChFC® credentialed financial advisor with 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with its affiliated firm since 2001. In addition to his advisory role, he operates an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary strategies.

Sarah Carpenter is a financial advisor at Edward Jones with six years of industry experience. She previously worked at MSA Professional Services for eight years before joining Edward Jones in 2018. Outside of advising, she serves as president of Carpenter Family LLC, which manages family expenses and compensation. 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 supported by a large nationwide network of financial advisors and branch offices.

Joshua Evenson is a financial advisor at Cetera with 29 years of experience. He holds the CFP® and ChFC® designations and has worked with firms including Securian Financial Services and North Star Consultants. He is also involved in advisory and financial services through his own entities, J Evenson Enterprises LLC and EB Capital Management. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a broad range of portfolio management and consulting services through a multi-manager platform that combines affiliated model portfolios, third-party managers, and customized strategies.

Cynthia O'Connell is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She previously worked at Woodbury Financial Services Inc and Sii Investments, Inc. O'Connell serves on the finance advisory board for Madison College and is president of a local condo association. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, retirement plan consulting, and access to third-party money managers through an extensive network of advisors and platforms.

Jack Krumbach is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2022. Prior to his advisory role, his work history includes positions outside the financial industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, employing a combination of investment research, third-party data, and algorithmic tools.

James Schutz is a financial advisor at Cambridge Investment Research Advisors with 45 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Cetera and Wells Fargo Advisors Financial Network. He is also owner and branch manager at Statehouse Investments LLC, where he provides financial advisory services and manages the business. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Christopher Kniprath is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and based in Madison, WI. He has prior experience with the Army Aviation Support Facility #2 and the Wisconsin Army National Guard, where he has served since 2020. Before entering the financial industry, he worked in primary education for over a decade and also spent five years at Culvers. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base while providing access to multiple platforms, third-party advisers, and proprietary model strategies.

Marcus Ott is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with several firms, including Woodbury Financial Services and Baker Schultz Tax & Financial, where he provides tax preparation and planning services as an enrolled agent. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and managed account solutions, utilizing various portfolio construction tools and third-party platforms.