Lisa Stein is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and six years of industry experience. Her background includes roles in education with the Madison Metropolitan School District, Sun Prairie Area School District, Cooperative Educational Services Agency #4, and the Department of Public Instruction. She also engages in sales of investment and loan products, as well as referrals for home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a percentage-based wrap fee structure.

Marc Haberli is a Series 66-licensed financial advisor with Edward Jones in Madison, WI, with two years of industry experience. Prior to joining Edward Jones in 2024, he spent 27 years at Epic Systems Corporation. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Kyle Kittel is a financial advisor with Thrivent Investment Management in Verona, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial, Instacart, and the University of Wisconsin–Madison. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based planning across various financial areas without discretionary trading authority.

Daniel Schuh is a CFP® and ChFC® with five years of industry experience. He is currently an advisor at Cambridge Investment Research Advisors, where he has worked since 2021. His prior roles include positions at Turnhall Financial, Wintrust Mortgage, and the University of Wisconsin-Milwaukee. Schuh is also involved in an entrepreneurial venture, Daniel K Schuh Enterprises LLC, focusing on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Neal Andrews is a financial advisor with Primerica Advisors in Madison, WI, holding the Series 63 and Series 65 licenses and with seven years of industry experience. He has been affiliated with PFS Investments Inc. since 2018 and has worked with Primerica Financial Services since 2016. He also has teaching experience at Madison College spanning over 19 years. Andrews is involved in sales of loan products and home-related services through affiliate companies of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors as well as corporate and charitable clients. The firm uses model-driven investment strategies overseen by third-party managers and supports account custody and trade execution through established financial services providers.

Jackson Clements is a financial advisor at OSAIC with a Series 65 designation and three years of industry experience. His prior work includes roles at Commonwealth Financial Network and Midwest Financial Group, as well as positions outside the financial sector such as at Ace Hardware. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Austin Streeper is a financial advisor with Cetera in Madison, WI, holding a Series 66 license and having 16 years of industry experience. His prior work includes roles at Securian Financial Services, Inc. and CRI Securities, LLC. Outside of advisory work, he serves on the board of The Canopy Center and participates in local community outreach through 100 Men of Dane County. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Kayla Nikula is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. She has worked at firms including North Star and Securian Financial Services Inc. Outside of advising, she serves as president of the Argyle Community Parks Foundation, a nonprofit focused on fundraising and developing playground equipment. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, blending discretionary and non-discretionary strategies executed through multiple program structures and custodial relationships.

Sharon Blechinger is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. She has 30 years of industry experience, including six years at Northwestern Mutual Investment Management prior to joining Cambridge in 2010. Outside of her advisory work, she is co-owner of a family farm in Mazomanie, Wisconsin. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Chad Winklepleck is a financial advisor with Edward Jones in Oregon, Wisconsin, holding the Series 63 designation and having 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as Vice President of the local Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Anne Kies is a financial advisor with Primerica Advisors in Fitchburg, WI, holding Series 63 and Series 65 licenses and has 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of financial advising, she is involved in sales with Mary Kaye Cosmetics. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model recommendations and discretionary separately managed account options.

Jamie Hanson is a financial advisor at Osaic Wealth with 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Cetera Advisor Networks, Associated Investment Services, and Transamerica Financial Advisors. Outside of his advisory work, Hanson co-owns a college consulting firm that provides fee-based planning services for families navigating school choice and financial aid. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm supports various client segments such as high-net-worth individuals, retirement plan sponsors, charities, and corporate clients.

George Heathcote is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at NEXT Financial Group, National Social Security Association, and Transamerica Financial Advisors. Outside of his advisory work, he is involved with Premier FMS and Ridgeline Lodge, among other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment approaches including model portfolios, third-party asset management, and customized strategies, supported by technology tools for operational and research assistance.

Jacob Kulich is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Heartland Credit Union and several other companies. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Dean Hessler is a CFP® professional with 17 years of experience in the financial advisory industry, currently with Edelman Financial Engines in Madison, WI. He has worked at Financial Engines Advisors L.L.C. since 2016 and has prior experience with The Mutual Fund Store and Amcore Investment Services. Hessler serves as Treasurer on the FUS Foundation Board, overseeing financial activity for authorized church groups. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.

Maximilian Murphy is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He has worked at several firms including Milhaus and Premier Financial Partners prior to his current role. Murphy is also involved with North Star Resource Group, which provides life insurance, securities, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and services, managing over $256 billion in assets through a large network of independent advisors.

Nathan Farr is a CFP® with 22 years of industry experience, currently serving at Stifel since 2018. Prior to that, he worked for eight years at B.C. Ziegler and Company. He is also a commissioned notary public in the state of Wisconsin. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services backed by a proprietary investment methodology developed by its Investment Strategy Group.

Jacqueline Frazee is a financial advisor at Osaic Wealth Inc with 18 years of experience in the industry. She holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and SII Investments. Frazee is also co-owner and Chief Operating Officer of Midwest Financial Group, which provides tax services. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a broad array of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization strategies, supporting various managed account programs through a complex affiliate network and private-equity ownership.

Daniel Sabroff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and 2001 respectively, and has been involved with Laserwords, US Inc. and Straive since 1988. Outside of investment advising, he earns compensation through the sale of loan products and referrals for home security and automation services with affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Joseph Gabriel is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2015. Outside of his advisory role, he provides general support and advice to a missionary-led Vision Team based in the Czech Republic, assisting with marketing materials and event logistics. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across multiple planning areas. The firm separates planning from managed-account services and conducts periodic reviews without accepting discretionary trading authority for its Dedicated Planning Service.