Rhonda Allen is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2020, and previously held roles at Conduent Inc and Xerox Corporation. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

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 the Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, and it offers expanded capabilities including derivatives and commodities through affiliated entities.

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 at OSAIC with five years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for seven years. Outside the financial sector, he has experience in the hospitality and sports industries, including roles at Wandos Bar and Grill and Maple Bluff Country Club. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and platform offerings.

Jeremy Mc Arthur is a financial advisor with LPL Financial in Stoughton, WI, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Cetera and North Star Resource Group. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives.

Crystal Carlson is a Wealth Management Advisor with Merrill Lynch Wealth Management in Madison, WI, where she has been serving clients since 2012. She takes a consultative approach to wealth management, focusing on listening to clients' financial situations, preferences, and goals in order to provide tailored recommendations that align with their income and growth objectives. Crystal's expertise encompasses a wide range of areas including executive compensation, family wealth management, institutional investment consulting, legacy planning, liquidity management, personal retirement planning, and socially responsible investing. Crystal holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Certified Private Wealth Advisor (CPWA). She earned her Bachelor's Degree in Finance from Colorado Technical University. In her role, Crystal collaborates closely with a Bank of America Wealth Management Lending Officer to offer clients personalized home financing guidance as part of their overall financial strategy. Outside of her professional responsibilities, Crystal resides in Madison with her husband Jesse, their daughter Isla, son Declan, and two dogs. She is an avid fan of the Brewers, Packers, and Badgers and enjoys activities such as baseball, basketball, cooking, football, golfing, reading, running, soccer, spending time with her family, and yoga.

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 five years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Northwestern Mutual and Franklin Fueling Systems. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and includes specialized capabilities in derivatives and commodities.

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 credential and two years of industry experience. His prior roles include positions at Lincoln Financial Advisors, The Capital Group, and Richmond Investment Services. He also worked at Dreger Lawn Care and spent five years at Concordia University Wisconsin. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance tools and offers both discretionary UMA strategies and third-party manager options.

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.