Matthew Hughey is a financial advisor with LPL Financial, holding the Series 66 designation and having 20 years of industry experience. His prior roles include positions at A&M Wealth Management and Waddell & Reed. He has also served on the board of the Wisconsin DeMolay Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Gregory Hatzinger Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has held roles at Edward Jones since 2020. His prior work includes positions in fitness and aquatics as well as property rentals. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 at Raymond James Financial Services Advisors, Inc. with 19 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Raymond James in various capacities since 2017. Outside of his financial career, he owns and operates a woodworking business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary advice and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Roth III is a Series 66-licensed financial advisor with LPL Financial, based in Sun Prairie, WI. He has one year of industry experience and has previously worked with UW Credit Union among other roles. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

William Czaplewski is a financial advisor with LPL Financial in Monona, Wisconsin, holding a Series 63 designation and over 33 years of industry experience. He has been with LPL Financial and Monona State Bank since 1994. Czaplewski also serves as a trust officer and vice president wealth officer at Lake Ridge Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, offering both discretionary and non-discretionary management tailored to diverse client needs.

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.”

Ryan Genthe is a Series 66-licensed financial advisor with Edward Jones, based in Madison, WI, and has three years of industry experience. He previously worked at Vita Solutions LLC and has held roles outside finance including bartending at Lake Mills Golf Course and Koshkonong Mounds Country Club, as well as operating a lawn care business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Steve Soma is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 credential and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he is a partner in a rental property business in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Debra Stein is a financial advisor at LPL Financial with 40 years of industry experience. Her prior roles include positions at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H.Beck Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diversified investment strategies.

Gregory Henning is a financial advisor with LPL Financial in Sun Prairie, WI. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at LPL Financial since 2011 and has been with Old National Bank (formerly Anchor Bank) since 2001. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and various third-party subadvisors.

Christopher Smith is a financial advisor with Edward Jones in Cambridge, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. 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 financial products. The firm manages approximately $1.01 trillion in assets and supports its clientele through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Gary Thompson is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2004. In addition to his advisory role, he is president of Thompson & Company, S.C., a CPA firm, and serves on the board of the Jefferson Housing Authority. Cetera Investment Advisers LLC provides services through a large network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Korab Krasniqi is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Sun Prairie, WI. He has 12 years of industry experience, with 13 years at Edward Jones. Outside of advisory work, he owns and manages Krasniqi Realty LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors.

Quinton Hanson is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and has prior experience with Washington State University, University of Wisconsin - Madison, and Grande Cheese Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

David Kraus is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has one year of industry experience and prior work history includes roles at Mastery Logistics Systems, Reckitt Benckiser, Target Corporation, and Mondelez International. Kraus serves as president of Kennedy Little League, a nonprofit youth baseball organization affiliated with Little League International. 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 planning without discretionary trading authority, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”