Kay Kapets is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial and its affiliates since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning but does not offer portfolio management for institutional clients.

Tracy Gundert is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her career in financial advising, she worked at Omnipress for 27 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 strategies, supported by a nationwide network of more than 23,700 financial advisors.

Ryan Russell is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2015. The firm serves more than four million individual and institutional clients, including high-net-worth households and corporate clients, managing approximately $1.01 trillion in assets. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Donkersgoed is a financial advisor with OSAIC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Woodbury Financial Services and First Allied Advisory Services. He is also president of Legacy Tax & Financial Services Inc., where he performs tax preparation, payroll processing, bookkeeping, and investment management for clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer discretionary and non-discretionary portfolio management across various investment types.

Christine Sperry is a financial advisor at LPL Financial with 22 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Charles Schwab and Union Bank & Trust. Sperry also serves as a trust officer at State Bank of Cross Plains. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nathan Eisner is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2005. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel O'Brien is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and affiliated services through a nationwide network of financial advisors.

Jennifer Tryzna is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Ameriprise Financial Services, AERIE Preferred Financial Group, and Moving Forward. Outside of advising, she works part-time in customer service at Blains Farm and Fleet in Madison, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Paul Tahtinen III is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. 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 about 23,701 advisors, offering discretionary and non-discretionary investment solutions alongside affiliated mutual funds and tax-efficient services.

Beau Goff is a financial advisor at Raymond James Financial with 10 years of industry experience. He has been with Raymond James Financial Services Advisors since 2017 and previously worked at Northwestern Mutual Investment Services. He serves as a volunteer member of the finance and investment committee at the Bethel Lutheran Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory programs supported by analytical tools and maintains capabilities in municipal and public finance advisory services.

Trey Mc Kee is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. His prior work includes roles at CLF Asset Management and Screenverse, as well as five years at Paoli Schoolhouse American Bistro. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Steven Halverson is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he serves on several community boards in Monona, WI, including the Monona Grove Business Mens Club and the Monona School District Charter School Board, and is involved with veterans monuments and local nonprofit activities. He is also the owner of Biking for Jack LLC, which holds the rights to a bicycle jersey design. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

Eric Faust is a financial advisor at Edward Jones in Madison, WI, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns and manages farmland that is sharecropped. 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 national network of advisors and branch offices.

Jamie Magadanz is a financial advisor with Ameriprise in Sun Prairie, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Jamie worked at BMO Harris Bank and held positions at Lands' End and The Bon-Ton Stores, Inc. Outside of advisory work, Jamie is employed by Swoboda Management LLC, where they manage a non-investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research and data tools.

Andrew Coopman is a CFP® with 25 years of experience in the financial industry. He has been with Edward Jones since 2001. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Abigail Rebarchek is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021, with prior experience as a group fitness instructor at Janesville Athletic Club. Outside of financial advising, she teaches group fitness classes including Zumba and HIIT. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and has a large nationwide network of advisors and branch offices.

Sarah Wiersma is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Her prior experience includes roles at Ameriprise Financial Services Inc, Farmers & Merchants Union, and LPL Financial, LLC. She is a member of the Board of Directors for Columbus Preschool and the St. Jerome Endowment Fund. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Stuart is a financial advisor with Ameriprise in Cambridge, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Ameriprise since 2017, with prior roles at PFS Investments and Primerica Financial Services. Outside of his advisory work, he serves as an independent WIAA football referee during the fall season. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Chin is a Series 66-registered financial advisor with Edward Jones in Madison, WI, where he has worked since 2012. He has 14 years of industry experience. Outside of his advisory role, he serves as chair of the finance committee on the Sun Prairie Public Library Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Alexa Gill is a financial advisor at LPL Financial based in Sun Prairie, WI, holding a Series 66 designation. She has experience working with UW Credit Union, First National Bank & Trust Company, and The Spaeth Family, alongside being a full-time student until 2025. 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 investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.