Jason Krueger is a CFP® and holds a Series 66 license with Ameriprise, where he has worked since 2007, accumulating 18 years of industry experience. He is based in Fitchburg, WI. Outside of his advisory role, he owns a real estate business under Annrose LLC. Ameriprise is an institutional firm offering a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets. The firm provides comprehensive, research-based recommendations that incorporate tax-smart strategies and adaptive withdrawals, supported by a centralized consulting team.

Darin Schubring is a financial advisor with Ameriprise in Middleton, WI, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Ameriprise and its related entities since 2014. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, tax-efficiency analysis, and automated recommendation tools to deliver tailored, non-discretionary advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Penelope Pack is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked at Primerica Financial Services since 2010. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading and implementation to BNY Mellon Advisors.

Robert Broadhead is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Woodbury Financial Services and Mass Mutual. Outside of his advisory work, he serves as an elder for Memorial Baptist Church, participating in board meetings and ministry planning. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is notable for its scale and complex affiliate network.

Richard Radloff is a financial advisor with Ameriprise in Middleton, WI, holding a Series 66 designation and 13 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a member of ArborView Partners LLC, a pass-through business entity. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies while providing a broad range of advisory, brokerage, and insurance solutions.

David Brown is a financial advisor with OSAIC, holding a Series 63 designation and 24 years of industry experience. He previously worked at Woodbury Financial Services, Cetera Advisor Networks, and Associated Investment Services. Outside of his advisory role, he is a partner in several ventures including Akamai College Consultants, which provides consulting on school selection and FAFSA preparation. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization across various programs, supporting individual investors, retirement plan sponsors, charities, and corporate clients.

Parker Leisses is a financial advisor at Stifel in Madison, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Milwaukee Tool and the University of Wisconsin - Madison. Outside of his advisory work, he is also employed as a taxi driver. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing both brokerage and advisory services supported by proprietary investment analysis and planning methodologies.

Nicholas Mason is a financial advisor with Cetera in Verona, WI, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked with Avantax Investment Services and operates Mason Tax and Financial, a tax preparation and accounting business. Outside of finance, he is also active as a musician with The Rotation. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options including model portfolios, third-party managers, and bespoke strategies.

Christopher Mc Cullick is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at BDU USA LLP and Smith & Gesteland LLP. He is based in Mount Horeb, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Timothy Bressers is a Certified Financial Planner (CFP®) with 38 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Brandin Arndt is a financial advisor at Edward Jones in Verona, WI, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Infosec and the Crisis Prevention Institute. 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 manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

David Ealy is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Alphasights and LabCorp Holdings. In addition to his role at Cetera, he is involved with LifeWise Wealth, providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Michael Anderson is a financial advisor with Stifel in Madison, WI, holding Series 63 and Series 65 certifications and bringing 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously operated RML Anderson Group, LLC from 2013 to 2016. Outside of his financial career, Anderson serves as a Squadron Commander with the 153rd Composite Squadron Civil Air Patrol, the United States Air Force Auxiliary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing capital market analysis and asset allocation guidance to support client decision-making.

Thomas Haunty is a CFP® and ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Cetera and has held long-term roles at Minnesota Life Insurance Company, Securian Financial Services, Inc., and C.R.I. Securities, Inc. Haunty serves on the boards of several nonprofit organizations, including Alex Haunty's Theater and Arts Fund and Inspiring Hope Ministries Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Allison O'Connor is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. She has been with Ameriprise Financial Services since 2016. Outside of her advisory role, she manages a pass-through entity, Allison O'Connor LLC, related to business expenses for her Ameriprise activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and annual tax-aware retirement planning advice, with an investment approach that integrates proprietary research and third-party data.

Neal Lischka is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His work history includes roles at Metalcraft of Mayville, Robbins Manufacturing, PFS Investments Inc., and Primerica Financial Services. He is involved in the sales of investment-related products and also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides 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 uses a tiered wrap fee structure rather than fixed fees.

Brent Kimbel is a CFP® and ChFC® with 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is an owner-operator of self-storage rental businesses in the Madison, WI area. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stacey Washa is a financial professional with Cetera in Madison, WI, holding Series 63 and Series 66 designations and over nine years of industry experience. She has held roles at multiple firms including North Star Resource Group and Securian Financial Services. Outside of her advisory work, she is involved in the recreational sport community as a director of Mad City Cornhole, LLC and serves as a state and regional director for the American Cornhole League. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.

Douglass Belt is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at MassMutual Life Insurance Company, Securities America Advisors, CUNA Mutual Group, Edward Jones, and Rural Mutual Insurance. He is also an independent insurance agent affiliated with Atlas Wealth Advisers. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Nicholas Krey is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Edward Jones. Outside of advising, he has been involved in various entrepreneurial ventures such as Always Rising Media, LLC and Race Day Events, LLC. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization using tools like risk-tolerance questionnaires and efficient frontier analysis.