Ryan Bell is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including NEXT Financial Group, Transamerica Financial Advisors, and Merrill Lynch Pierce Fenner Smith. Bell is also involved with the Rural Bible Crusade of Wisconsin. 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, including financial planning and model portfolio programs, with a platform that supports various strategic and tactical investment approaches.

Christopher Erfurth is a financial advisor with Edward Jones based in Oregon, Wisconsin. He holds a Series 66 designation and has 15 years of industry experience, including 16 years at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Anthony Bridgeman is a financial advisor at Edward Jones in Belleville, WI, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Shopko for 19 years. 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 and investment options, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Timothy Pederson is a Series 63 and Series 66 credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has been with Thrivent since 2007 and has served as a board member for the Hope for Gus Foundation since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning that can be delivered as a one-time or ongoing engagement without discretionary trading authority.

Mitchell Jordan is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he worked in educational roles at the Baraboo School District, Educational Testing Services, and Marion Unit #2 School District. He also grades AP exams online during a brief annual period. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

David Boyden is a financial advisor with LPL Financial in Verona, WI, holding a Series 63 designation and 43 years of industry experience. He previously worked at Commonwealth Equity Services, Inc. for 35 years. Outside of advising, he is president and owner of Boyden Financial, Inc., a private entity involved in securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset managers, supported by technology tools and a broad platform of financial products.

Joseph Mueting is a financial advisor with Edward Jones in Mcfarland, WI, holding CFP® and Series 63 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christine Lade is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise since 2016, including her current role at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a centralized team to produce written recommendation reports and ongoing advice based on investment research, third-party data, and algorithmic tools.

Jeffrey Blum is a financial advisor with LPL Financial in Fitchburg, WI, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career includes roles at CUNA Brokerage Services, CUNA Mutual Group, Merrill, and two separate tenures at LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

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.

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.