Kyle Judd is a Series 66-licensed financial advisor with LPL Financial in Madison, WI, where he has worked since 2013, totaling 13 years of industry experience. He is also involved with the University of Wisconsin Credit Union, serving as a Licensed Sales Assistant and providing wealth management services affiliated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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, 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.

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 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 Esser is a financial advisor at Edward Jones in Windsor, WI, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

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.

Kyle Kerkenbush is a CFP® with 19 years of experience in the financial services industry. He is currently with Goldstein Advisors, LLC and has previously worked at Ameriprise Financial Services, Inc., Securities America, Inc., Arbor Point Advisors, and Kestra Investment Services LLC. Outside of his advisory work, he serves as an assistant coach for a youth hockey team in Verona, WI. Goldstein Advisors, LLC manages approximately $1.08 billion in discretionary client assets, serving 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 engagements.

Adam Peters is a CFP® with 14 years of experience in the financial services industry. He is currently with Goldstein Advisors, LLC, where he has worked since 2022, following prior roles at Kestra Investment Services LLC, Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. 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 through a team of ten advisors, offering tailored portfolio management, financial planning, pension consulting, and tax preparation and consulting services.

Joseph Greene is a financial advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 designation with two years of industry experience. He has a background in healthcare consulting as the CEO and owner of OrthoVise LLC since 2011, and previously worked at the University of Wisconsin Hospital and Clinics for over 30 years. 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 employs tailored, discretionary investment strategies and model portfolios across a range of risk profiles, and offers additional services including financial planning, pension consulting, and tax preparation under separate engagement.

Adam Hanewall is a financial advisor at Goldstein Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Buttonwood Partners, Inc. Outside of his advisory role, Hanewall assists with the organization and sorting of sports cards and collectibles. 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 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.

Jonathan Gausewitz is a financial advisor at Goldstein Advisors, LLC with 19 years of industry experience and a Series 66 designation. His prior work includes roles at Kestra Investment Services, Arbor Point Advisors, Securities America, and Ameriprise Financial Services. Outside of advisory work, he serves as a Masters Swim Coach at UW Health. Goldstein Advisors provides investment advisory and related services to individuals, pension plans, charitable organizations, and businesses. The firm manages over $1 billion in discretionary assets through tailored portfolio strategies and offers financial planning, pension consulting, and tax preparation services.

Jack Van Dyke is a financial advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 designation. He has no prior industry experience and joined Goldstein Advisors in 2023 after working at the University of Wisconsin-Madison and Under Armour. Outside of finance, he has experience with Van Dyke Builders. Goldstein Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary assets for over 1,000 clients. The firm employs tailored discretionary strategies and model portfolios across various risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation.

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 previously worked at Nicolet National Bank, Schneider National, and several other organizations across different sectors. Goldstein Advisors, LLC manages approximately $1.08 billion in discretionary client assets for over 1,000 clients, offering services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs tailored, discretionary investment strategies across a range of risk profiles and recently added tax preparation and consulting services.