Samuel Hinson is a financial advisor with Fidelity Investments in Middleton, WI, holding Series 63 and Series 65 credentials and one year of industry experience. He has worked previously at Keenan Financial and Trustage, and completed his education at the University of Wisconsin - Madison. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages both discretionary and non-discretionary advisory services.

Michael Stickney is a ChFC®-designated financial advisor with 45 years of industry experience. He has worked with Lincoln Financial Advisors Corporation for 42 years before joining OSAIC in 2025. He is based in Madison, WI. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing various portfolio construction tools and multiple advisory platforms.

David Paster is a financial advisor with Edward Jones in Middleton, WI. He holds the Series 66 designation and has industry experience dating back to 2026. Prior to joining Edward Jones, he worked at Booz Allen Hamilton from 2008 to 2025. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Rhonda Allen is a financial advisor at Primerica Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2020. Prior to her current roles, she was employed at Conduent Inc and Xerox Corporation. Outside of advisory services, she is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Ekaterina Ivanov is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and two years of industry experience. She has been with Primerica Advisors since 2022 and previously worked at TRP Acquisition for 17 years. Outside of her advisory role, Ivanov serves as Vice President of Business and HR for CarDr.com, a vehicle inspection service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Taylor Jansen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Taylor worked at United Natural Foods and held various roles including safety specialist and consultant. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of products, performance reporting, participant education, and plan benchmarking.

Timothy Schneider is a financial advisor at UBS Financial Services in Madison, Wisconsin, holding a Series 66 designation with 23 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, Schneider owns residential properties that generate rental income. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

David Cappozzo is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with 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 through a nationwide network of more than 23,700 financial advisors. The firm 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.

Nicholas Martin is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan in various roles since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Mary Weideman is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments for 13 years before joining UBS in 2018. Outside of her advisory role, she is involved as an associate in nutritional and essential oil programs with Isagenix and Young Living. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Benjamin Majewski is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and with 25 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and multiple capital markets functions.

Drew Finley Haag is a financial advisor with OSAIC holding a Series 66 designation and five years of industry experience. His prior work includes seven years at Lincoln Financial Advisors Corporation and roles at Wandos Bar and Grill, Maple Bluff Country Club, University Ridge Golf Course, and Under Armour. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third‑party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary portfolio management with a diverse range of investment options.

Jeremy Mc Arthur is a Series 66-licensed financial advisor with LPL Financial, bringing five years of industry experience. His prior roles include positions at Cetera, North Star Resource Group, and Minnesota Life Insurance Services. He has also worked in the corporate sector at PepsiCo. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research and technology-driven portfolio management.

Crystal Carlson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Madison, WI. She has been with Merrill since 2012 and is a member of the JB & Associates Team since 2013. Crystal's approach to wealth management involves a consultative process focused on understanding client goals and preferences, offering tailored asset allocation recommendations and comprehensive financial planning services including investments, retirement, estate, and education planning. Crystal holds multiple professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), and Certified Plan Fiduciary Advisor® (CPFA). She earned her Bachelor’s Degree in Finance from Colorado Technical University. Her expertise covers a range of client focus areas such as executive compensation, family wealth management, legacy planning, socially responsible and ESG investing, and retirement income planning. In her personal life, Crystal resides in Madison with her husband, Jesse, their daughter Isla, son Declan, and two dogs. She is an avid fan of local sports teams including the Brewers, Packers, and Badgers, and enjoys spending time with her family.

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 at Raymond James Financial with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles 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, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

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 with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management from 2002 to 2024. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver personalized retirement income advice through a centralized consulting team.

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 in Madison, WI, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, State Bank of Cross Plains, and Great Southern Bank. Herr is also involved with Summit Credit Union as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.