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.

Alec Schutz is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and four years of industry experience. He has worked in various roles at Thrivent and related firms since 2021. Outside of his advisory work, Alec participates as a bugler in the Veterans of Foreign Wars Honor Guard and leads the evangelism committee at Hope Lutheran Church in Milton, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across a wide range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Derek Greene is a financial advisor with Robert W. Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Robert W. Baird since 2006. Outside of his advisory role, Greene is involved in dog breeding and training and serves as a director for the Boy Scouts of America in Madison, WI. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning, portfolio management, and a variety of investment strategies that incorporate both traditional and non-traditional asset classes.

Phillip Knutson is a CFP® professional with 12 years of industry experience, currently advising clients at Edward Jones since 2013. He holds a Series 66 license and is based in Stoughton, Wisconsin. 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 with a broad network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.