Trevor Linke is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Foundation Finance Company, JT Global Enterprises LLC, Banner Banks, and T&C Forestry. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Rebecca Kirchberg is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with Primerica Financial Services since 2010 and PFS Investments Inc. since 2008. Outside of her advisory role, she is licensed as a midwife and works as a doula, committing significant time to these activities. Primerica Advisors is a large institutional firm that provides wrap-fee asset management programs primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and offers custodial and trade execution services through Pershing.

Matthew Cuplin is a CFP® professional with 18 years of industry experience. He is currently with OSAIC and has held prior roles at Commonwealth Financial Network, SII Investments Inc, Ameritas Investment Company, LLC, and Thrivent Investment Management. Outside his advisory role, he co-owns Midwest Financial Group, a private entity that provides tax services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of program options and third-party manager access.

Patrick Maguire is a financial advisor with Edward Jones in Mount Horeb, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, corporate clients, pension plans, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Pamela Gabrish is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and five years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she works as a personal trainer and group exercise instructor at a local health club. Primerica Advisors manages 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 employs model-driven investment strategies supported by third-party asset managers and delivers advisory services through a large network of advisors across numerous offices.

Trisha Arndt is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. She is currently with LPL Financial and has held prior roles at Wealth Strategies of Wisconsin, Ltd. and Commonwealth Financial Network. Outside of her advisory work, she is a majority owner of a construction company. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies supported by advanced operational and research tools.

Michael Nofsinger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Primerica Financial Services since 2007. In addition to advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Abigail Grodecki is a Series 66 credentialed financial advisor with 13 years of industry experience, currently with Ameriprise in Madison, WI. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is a member of Arborview Partners LLC, a pass-through entity for business expenses. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice through a written Recommendation Report and ongoing annual updates.

Gregory Gard is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Amazon and Primerica Financial Services. Outside of his advisory role, he works as an independent consultant in the flexible packaging market. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Anderson is a financial advisor at Edward Jones in Mount Horeb, WI, holding the Series 63 designation with 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Joshua Grotheer is a financial advisor with Edward Jones in Madison, WI, holding the CFP® designation and Series 63 and 66 licenses. He has 18 years of industry experience, including prior roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a passive participant in a neighborhood group coordinating real estate rental and purchase activities. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated trust and lending services.

Brandon Masbruch is a financial advisor at Osaic Wealth Inc with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Midwest Financial Group, where he is also a co-owner. Masbruch serves as an elected trustee on the Village Board of Belmont, Wisconsin. Osaic Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services with an investment approach that relies on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Eric Iwanski is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked for firms including Commonwealth Financial Network and Midwest Financial Group. He also engages in fixed insurance sales as an agent. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment and planning programs supported by proprietary tools and third-party platforms.

Ryan Bell is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including NEXT Financial Group, Transamerica Financial Advisors, and Merrill Lynch Pierce Fenner Smith. Bell is also involved with the Rural Bible Crusade of Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with a platform that supports various strategic and tactical investment approaches.

Christopher Erfurth is a financial advisor with Edward Jones based in Oregon, Wisconsin. He holds a Series 66 designation and has 15 years of industry experience, including 16 years at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Anthony Bridgeman is a financial advisor at Edward Jones in Belleville, WI, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Shopko for 19 years. 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 options, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Timothy Pederson is a Series 63 and Series 66 credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has been with Thrivent since 2007 and has served as a board member for the Hope for Gus Foundation since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning that can be delivered as a one-time or ongoing engagement without discretionary trading authority.

David Boyden is a financial advisor with LPL Financial in Verona, WI, holding a Series 63 designation and 43 years of industry experience. He previously worked at Commonwealth Equity Services, Inc. for 35 years. Outside of advising, he is president and owner of Boyden Financial, Inc., a private entity involved in securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset managers, supported by technology tools and a broad platform of financial products.

Christine Lade is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise since 2016, including her current role at Ameriprise Financial Services, LLC since 2020. 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, utilizing a centralized team to produce written recommendation reports and ongoing advice based on investment research, third-party data, and algorithmic tools.

Jeffrey Blum is a financial advisor with LPL Financial in Fitchburg, WI, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career includes roles at CUNA Brokerage Services, CUNA Mutual Group, Merrill, and two separate tenures at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.