Stephanie Hook is a financial advisor with LPL Financial based in Sun Prairie, WI. She holds the Series 66 designation and has three years of industry experience. Her work history includes roles at LPL Financial since 2022, UW Credit Union since 2022, Ality, LLC from 2017 to 2022, and TASC from 2015 to 2017. 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 model portfolio programs, supported by advanced operational tools and a large network of investment adviser representatives.

Jeffrey Stein is a financial advisor with Ameriprise in Cambridge, WI, holding a Series 63 designation and 35 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Stein serves on the board of directors for Buckets for Hunger, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with enrollment criteria requiring a minimum level of investable assets.

Susan Fouts is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services Inc and Legacy Investments & Insurance Services LLC. Outside of financial advising, she has been an independent contractor pianist since 2013, providing accompaniment and piano lessons to local schools and families. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of investment strategies and platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across various securities.

Thomas Moore is a Series 66 licensed advisor at Edward Jones with 22 years of industry experience. He has worked at Edward Jones since 2007 and was previously with Thrivent Investment Management from 2005 to 2007. Outside of his advisory role, he is the owner of Tommy Boy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers both discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and specialized tax-efficient services, supported by a large network of advisors and branch offices nationwide.

Benjamin Hoyt is a financial advisor with Edward Jones in Sun Prairie, WI, holding a Series 66 designation. He has approximately one year of industry experience, including prior roles at Third Coast Advisors and Park Avenue Securities. Outside of finance, his background includes positions at the University of Wisconsin Whitewater and involvement with the Rebecca Kleefisch for Governor campaign. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies and affiliated investment products, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Matthew Hughey is a financial advisor with LPL Financial in Cottage Grove, WI, holding a Series 66 credential and over 20 years of industry experience. His professional background includes roles at A&M Wealth Management, Waddell & Reed, and involvement with nonprofit boards such as the Wisconsin DeMolay Foundation. He has served on the Board of Governors for Shriners Hospital for Children in Chicago. 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, including financial planning, model portfolio programs, and institutional platforms, supported by an extensive network of investment adviser representatives.

Sandra Woods is a Series 66-licensed financial advisor with 22 years of industry experience, currently with Edward Jones since 2009. Her prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Invest Financial Corporation. Outside of her advisory work, she is involved in a rental business in North Port, Florida. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is noted for its extensive network of advisors and branch offices, as well as affiliated services including a trust company and proprietary mutual funds.

Maximilian Benrud is a CFP®-certified financial advisor with Edward Jones in Madison, WI, bringing six years of industry experience. He has worked at Edward Jones since 2019, following prior roles at Brady Corporation and the University of Wisconsin Platteville. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Zambo is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 19 years of experience in the financial industry. Prior to his current role, he worked at Sportradar and Northwestern Mutual. Outside of finance, he owns and operates a woodworking business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary strategies supported by advanced analytical tools.

Michael Roth III is a Series 66-licensed financial advisor with LPL Financial and has one year of industry experience. He has also worked with UW Credit Union since 2020. 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized investment strategies.

William Czaplewski is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial and Monona State Bank since 1994. He also serves as a trust officer and vice president wealth officer at Lake Ridge Bank. 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, including financial planning, model portfolio programs, and institutional platforms, with advice provided through a large network of investment adviser representatives.

Sarah Wolf Conlon is a financial advisor with J.P. Morgan Securities in Madison, WI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has tenure at JPMorgan Chase Bank, NA dating back to 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Karen Newquist is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. 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 financial analyses and allows clients to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Tripp Soma is a financial advisor at Edward Jones in Madison, Wisconsin, holding a Series 66 credential with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved in the restaurant industry and university work. He serves as a board member at large for Capital City Muskies Inc, a local nonprofit focused on fish stocking for Madison area lakes. 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 programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Matthew Strode is a financial advisor at Thrivent Investment Management in Madison, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Lake Ridge Bank and various positions outside finance such as Showtime Entertainment and Stars of Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements, integrating these services with managed-account programs under a consolidated billing option called “WealthPlan.”

Bruce Gust is a financial advisor at OSAIC with 33 years of industry experience. He also has a long tenure at Fortis Investors, Inc. and Future Benefits of Wisconsin, both since the early 1990s. Outside of advisory roles, he is president of Complete Insurance and Financial Position, an S corporation involved in life and health insurance sales and securities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment products and third-party managers.

Ryan Genthe is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Vita Solutions LLC and bartending positions at local golf and country clubs. He also operated a lawn care business for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory and investment services supported by a large nationwide network of advisors and branch offices.

Steve Soma is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 designation and 39 years of industry experience. He has worked at Edward Jones since 1987. Outside of advising, he is a partner in a rental condo business located in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Debra Stein is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. Her career includes roles at Grove Point Investments, Grove Point Advisors, H.Beck Inc., and previous tenure at LPL Financial. 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 management, with a platform that supports both discretionary and non-discretionary strategies.

Gregory Henning is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. He has 28 years of industry experience, including 15 years at LPL Financial and 25 years with Old National Bank. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.