Matthew Suarez is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with nine years of industry experience. He has worked at firms including North Star Resource Group and Securian Financial Services Inc. Outside of advising, he serves on the advisory board of the Notre Dame Club of Madison. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Kelly Ploszaj is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to her current role, she has held various positions across retail and education sectors, including desk staff at Dragonfly Hot Yoga. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Kristina Wahl is a financial advisor with Edward Jones in Prairie Du Sac, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at PPD, part of ThermoFisher, and Covance, LabCorp. Outside of her advisory role, Wahl 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 wide range of investment and advisory solutions, supported by a large national network of advisors and branch offices.

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 investors, retirement plan sponsors, charities, and corporate clients, offering a broad range of brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with various portfolio management options and is notable for its large scale, affiliate network, and private-equity ownership.

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 designations and six years of industry experience. Her prior roles include positions at Todd M. Mezrah & Associates, M Holdings Securities, Harvard Pacific, and Colliers International. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Peterson is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial or its predecessor since 2001. In addition to his advisory work, Peterson serves as the Village Board President and previously as a Village Trustee in Barneveld, Wisconsin. 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 portfolio management solutions, utilizing both proprietary and third-party strategies across strategic, tactical, and alternative investments.

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.

Andrew Peters is a Series 65-licensed financial advisor at Goldstein Advisors, LLC with four years of industry experience. He previously worked at Kestra Financial Inc., Arbor Point Advisors, and VOYOS Development Group, LLC. Goldstein Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary client assets. The firm uses tailored discretionary strategies and model portfolios across various risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagement.

Kyle Kerkenbush is a CFP® with 19 years of industry experience. He is currently with Goldstein Advisors, LLC and has previously worked at Kestra Financial Inc., Arbor Point Advisors, Securities America, and Ameriprise Financial Services. Outside of his advisory role, Kerkenbush serves as an assistant coach for Verona Youth Hockey. Goldstein Advisors, LLC manages approximately $1.08 billion in discretionary client assets for over 1,000 clients, offering services including portfolio management, financial planning, pension consulting, and tax preparation. The firm employs tailored discretionary strategies, utilizes model portfolios across risk profiles, and accesses BlackRock funds due to its scale.

Adam Peters is a CFP® with 14 years of industry experience and is currently associated with Goldstein Advisors, LLC in Madison, WI. His prior experience includes roles at Kestra Financial Inc., Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. Goldstein Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing over $1 billion in discretionary client assets. The firm uses tailored discretionary strategies and model portfolios across a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagements.

Joseph Greene is a financial advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 designation with three years of industry experience. Prior to his advisory career, he worked for over 30 years at the University of Wisconsin Hospital and Clinics and concurrently serves as CEO and owner of OrthoVise LLC, a healthcare consulting firm. Goldstein Advisors, LLC provides investment advisory and related services to individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.08 billion in discretionary client assets using tailored, discretionary strategies and model portfolios that range from conservative to aggressive risk profiles.

Adam Hanewall is a financial advisor at Goldstein Advisors, LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Goldstein Advisors, he worked at Kestra Financial Inc. and Buttonwood Partners, Inc. Outside of his advisory work, he is involved with Sports Cards Grading, assisting in the organization and sorting of sports cards and collectibles. Goldstein Advisors, LLC offers investment advisory and related services to individuals—including high net worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.08 billion in discretionary client assets using tailored discretionary strategies and model portfolios that range from conservative to aggressive risk profiles.

Jonathan Gausewitz is a financial advisor with Goldstein Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior firms include Ameriprise Financial Services, Inc., Securities America, Inc., Arbor Point Advisors, and Kestra Financial Inc. Outside of advising, he serves as a Masters Swim Coach with UWHealth. Goldstein Advisors, LLC manages approximately $1.08 billion in discretionary client assets for individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs tailored discretionary strategies and model portfolios across a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagement.

Jack Van Dyke is a financial advisor at Goldstein Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Kestra Financial Inc., Goldstein Advisors, University of Wisconsin-Madison, Under Armour, and Van Dyke Builders. Goldstein Advisors, LLC provides investment advisory and related services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.08 billion in discretionary assets for over 1,000 clients using tailored portfolio strategies that range from conservative to aggressive risk profiles.

Ethan Neuens is an advisor at Goldstein Advisors, LLC in Madison, WI, holding Series 63 and Series 65 licenses. He has one year of industry experience and prior work history that includes roles at Kestra Financial Inc., Nicolet National Bank, and Schneider National. Goldstein Advisors, LLC provides investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary client assets. The firm employs tailored, discretionary strategies and model portfolios across a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagement.

Lisa Spadoni is a financial advisor at Goldstein Advisors, LLC in Madison, WI, with 17 years of industry experience. She holds a Series 66 designation and previously worked at firms including Kestra Financial Inc., Securities America, Inc., Ameriprise Financial Services, Inc., and Edward Jones. Outside of her advisory role, she serves on the Society of St. Vincent de Paul Centennial Advisory Council and is involved with the SVdP St. Maria Goretti Parish Conference and a local Business Professional Association. Goldstein Advisors, LLC provides investment advisory and related services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary client assets. The firm employs tailored discretionary strategies across a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagement.

Taylor Knutson is a financial advisor at Goldstein Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise, Kestra Financial Inc., and The Crow, among other firms. Goldstein Advisors, LLC provides investment advisory and related services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.08 billion in discretionary client assets using tailored portfolio strategies and model portfolios across a range of risk profiles.