Jacob Fendrick is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cummins Emissions Solutions and Phoenix Foreign Cars. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Garrett Larson is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior experience at First Citizens State Bank and Bergstrom Chevrolet of Madison. Outside of his advisory role, he serves as Treasurer for the Whitewater Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment strategies.

Megan Mc Carthy Cline is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2020 and previously spent 14 years at Blain Supply, Inc. Edward Jones is a full-service wealth management firm serving over four million individuals and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other financial services through a nationwide network of more than 23,700 advisors.

Susan Foley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial LLC and First Citizens State Bank since 2016. She serves as the church council secretary for Covenant Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring a variety of portfolio management options, financial planning, and consulting services, with more than $256 billion in assets under management.

Kari Drascic is a financial advisor at Robert Baird & Co. with nine years of industry experience. She has been with Robert Baird & Co. since 2016 and holds a Series 66 designation. Kari is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and alternative investment strategies.

Cari Henning is a financial advisor with Edward Jones in Milton, WI, holding Series 63 and Series 65 designations and having 22 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services supported by a network of approximately 23,701 advisors and 15,121 branches. The firm provides discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Kevin Giammalva is a Series 66 licensed financial advisor at OSAIC with five years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and held various roles in educational and nonprofit organizations. He is also a managing partner at Brockmann Financial, where he oversees business operations in addition to his advisory duties. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services, including model-based asset allocation and portfolio optimization strategies.

Elizabeth Hagen is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to joining Raymond James, she worked at The Westhoff-Henderson Group and Blimling & Associates. She is also involved in financial planning and client onboarding through her role as an associate at Alrohumo. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and risk profiling, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Anne Schumacher is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Direct Supply for six years and has held positions at the University of Wisconsin La Crosse and Kwik Trip. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Quamme is a financial advisor at Edward Jones in Whitewater, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for the University of Wisconsin-Whitewater for 11 years. Outside of his advisory role, he umpires high school baseball games in Stevens Point, WI. 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 manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options.

Thomas Lindell is a financial advisor with Edward Jones in Janesville, WI, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He worked at Invest Financial from 2013 to 2017 before joining Edward Jones in 2017. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jarod Schut is a financial advisor with Cetera who holds the CFP® designation and has 11 years of industry experience. He has worked with Cetera since 2017 and previously held roles at AXA Advisors, LLC and First National Bank & Trust. Schut also serves as an adjunct professor at Beloit College, teaching a personal finance course. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of advisors.

Gabriel Szerlong is a financial advisor at Edward Jones in Janesville, WI, holding a Series 66 designation with seven years of industry experience. Prior to his current role, he worked at The Mens Wearhouse and held positions with the State of Wisconsin and a political campaign. He has concurrent business activities with The Mens Wearhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm offers various investment strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Stacey Wiedenmeier is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has worked at Wells Fargo Clearing Services since 2018 and previously at BMO Harris from 2010 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include cash-flow, retirement, education, and specialized planning areas, using proprietary research and planning tools to develop tailored recommendations.

Michael Rowley is a financial advisor with LPL Financial in Janesville, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Johnson Financial Group and Retirement Income Strategies. 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 with various investment strategies and operational support tools.

Brittany Skelton is a financial advisor at Edward Jones in Whitewater, WI, holding a Series 66 designation. She has experience working at Edward Jones since 2022 and previously held roles in the wellness and personal care industries. 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. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Kent Hutchins is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory work, he is involved in managing short-term rental properties in the Whitewater and Lake Geneva, Wisconsin areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Dawson Dahlberg is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2020, following prior work at North Shore Country Club and a period focused on full-time education. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Ezra Robinson is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and three years of industry experience. He previously held positions at Chase Bank and has a varied background including service in the Airforce and work at Moody Bible Institute. Outside of his advisory role, he owns a moving and contracting business called The Caring Brothers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Derek Hahn is a financial advisor with Wells Fargo Clearing in Janesville, WI, holding a Series 66 designation and having 19 years of industry experience. His career includes roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Financial entities. He serves as treasurer for Mt. Calvary Lutheran Church, overseeing finances and participating in governance. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics grounded in diversification and modern portfolio theory.