Kelly Venable is a financial advisor at Edward Jones in Stoughton, WI, holding a Series 66 designation with 11 years of industry experience. Her career includes multiple tenures at Edward Jones as well as roles at Coldwell Banker and Carbondale Unit 95 School District. Outside of her advisory work, she is a consultant for L’Bri Pure n Natural, a skin care business, though she does not sell products or recruit. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory solutions, including discretionary and non-discretionary strategies, and provides affiliated investment products and fiduciary services across a national network of advisors and branch offices.

Tyler Wedel is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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.

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.

Kevin Giammalva is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. He is also a managing partner at Brockmann Financial, where he oversees the advisory practice. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms.

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.

Ryan Krause is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Edward Jones, BMO Harris Wealth Management, and Summit Credit Union. He has also worked with Uber. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Elizabeth Hagen is a financial advisor at Raymond James Financial with a Series 66 credential and two years of industry experience. She has worked at multiple firms including The Westhoff-Henderson Group and Blimling & Associates. Outside of her advisory role, she is involved with Alrohumo as a financial planning lead and supports client onboarding and communications. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Lisa Fernan is a financial advisor with Edward Jones in Stoughton, WI, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keaton Gill is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Stoughton, WI, and has three years of industry experience. Prior to joining Thrivent in 2022, he worked in family-owned hospitality and retail businesses. He also assists with kitchen help at Tobys Supper Club, a family-owned supper club in Madison, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Michael Nowicki is a financial advisor at Thrivent Investment Management in Madison, WI, with 14 years of industry experience. He has been with Thrivent Financial for Lutherans since 2012 and holds Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Dawson Schwengler is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, MML Investors Services LLC, MassMutual Life Insurance Company, and Marine Credit Union, among others. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kimberly Wenzel is a financial advisor with LPL Financial in Cottage Grove, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at LPL Financial since 2019 and previously spent four years with BMO Harris Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Zachary Hentrich is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at The Legend at Bergamont for eight years and was employed at Edgewood College for four years. Outside of his advisory role, he is an assistant golf coach for a high school boys golf team and works part-time as a bartender. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed investment solutions and affiliated financial products through a nationwide network of over 23,000 advisors.

Joel Albers is a financial advisor with Thrivent Investment Management in Madison, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, Albers is involved in managing a small farming operation and serves on the Waunakee Boys Golf Booster Board, supporting the local high school golf program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority. The firm’s services cover a broad range of planning topics and allow clients to combine planning with managed accounts under a consolidated billing option.

Jacob Vehring is a financial advisor at Edward Jones in Madison, WI, holding the CFP®, ChFC®, and Series 66 designations with 14 years of industry experience. He worked at Lord Abbett & Co LLC from 2011 to 2019 before joining Edward Jones in 2019. 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 roughly 23,701 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Amanda Calabrese is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Gallagher from 2005 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs with fiduciary standards.

Staci Minerath is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JP Morgan Securities LLC, JP Morgan Chase Bank, and Thrivent Investment Management Inc. 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 programs and investment strategies through a large national network of financial advisors and branch offices.

Ryan Gerth is a CFP® professional with 11 years of experience at Thrivent Investment Management. He has been with Thrivent Financial since 2015. Outside of his advisory role, he serves as President of Eastside Evangelical Lutheran Church and is an Alumni Advisor for Lambda Chi Alpha, mentoring chapter officers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary portfolio management. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Ezra Robinson is a financial advisor at Edward Jones with two years of industry experience. His prior work includes roles at Chase Bank and various positions outside finance, including military service in the Air Force and employment at Amazon. He is also the owner of The Caring Brothers, a moving and contracting business based in Janesville, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.