Laura Stanek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at LPL Financial since 2018 and previously at Raymond James Financial Services and SII Investments. Outside of her advisory role, she has been a Mary Kay sales consultant since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolios and strategies supported by research and technology.

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 in Madison, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Edward Jones and BMO Harris Wealth Management. 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 third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Cynthia O'Connell is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She previously worked at Woodbury Financial Services Inc and Sii Investments, Inc. O'Connell serves on the finance advisory board for Madison College and is president of a local condo association. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, retirement plan consulting, and access to third-party money managers through an extensive network of advisors and platforms.

Joseph La Cour is a financial advisor with Edward Jones in Prairie Du Sac, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Edward Jones since 1994. Outside his advisory role, he manages an LLC that owns an office property in Prairie Du Sac. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

William Steckelberg is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at SagePoint Financial for 14 years before joining OSAIC in 2023. Steckelberg serves on the board of the nonprofit Glacier's Edge Council and is a partner at River Capital Management, where he oversees operations, recruiting, and training. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, offering integrated brokerage, advisory services, and access to third-party managers.

Hans Becker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial since 2024 and is also affiliated with UW Credit Union. Becker serves as a notary in addition to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, utilizing both proprietary and third-party strategies across a broad spectrum of asset classes.

Jennifer Kinzler is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 19 years of industry experience, including ten years at Raymond James Financial Services and over 20 years with Baraboo State Bank. Outside of her advisory role, she has been involved with the Devils Head Resort & Convention Center since 1994, where she also works as a waitress. 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, model portfolio programs, third-party asset management, and institutional platforms.

Katelyn Novara is a financial advisor with LPL Financial and holds a Series 66 designation. She has eight years of industry experience, including time at the University of Wisconsin Credit Union. Novara continues to be involved with the credit union through a wealth management role. 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 investment services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Heather Willborn is a CFP® with 18 years of experience in the financial industry. She is currently with LPL Financial and has prior experience at CUNA Mutual Group, CUNA Brokerage Services, and Banc One Securities Corporation. Outside of her advisory role, she is employed part-time as a bartender in Waunakee, WI. 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, model portfolios, third-party asset management, and institutional platforms, supported by various advisor tools and a broad scope of non-advisory financial services.

Thomas Fischer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual and various educational institutions. Mass Mutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized services such as divorce planning and estate-settlement programs.

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.

Max Sesing is a Series 66-credentialed financial advisor with 19 years of experience at Thrivent Financial For Lutherans and Thrivent Investment Management Inc in De Forest, Wisconsin. He serves as chairperson of the DeForest Lions Club, a community organization focused on humanitarian efforts and local projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based financial analyses and written recommendations across various planning topics without discretionary trading authority.

Jacob Vehring is a financial advisor at Edward Jones in Madison, WI, holding CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. He previously worked at Lord Abbett & CO LLC for eight years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jonathan Fimreite is a financial advisor at Edward Jones in De Forest, WI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Tammy Reefe is a financial advisor with Edward Jones in Waunakee, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Joseph Baer is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Edward Jones since 2014 and holds a Series 66 license. Based in Waunakee, WI, Baer provides advisory services through his role at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Trevor Joachim is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to joining Thrivent, he was affiliated with Thrivent Financial and has held roles with the Fellowship of Catholic University Students, Temple Athletics, USDA - ARS, and UW Madison. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and written recommendations covering various financial planning topics without discretionary trading authority.

Kristina Wahl is a financial advisor with Edward Jones in Prairie Du Sac, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at PPD, part of ThermoFisher, and Covance, LabCorp. Outside of her advisory role, Wahl serves as a tennis coach for the School District of Lodi. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions, supported by a large national network of advisors and branch offices.

Michael Esser is a financial advisor at Edward Jones in Windsor, WI, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.