Heidi Schultz is a Series 66 licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at OSAIC, Woodbury Financial Services, Inc., and Baker & Launder, SC. Outside of her advisory duties, she is involved in tax preparation and planning through her roles with Baker Schultz Tax and Financial LLC and Lattice CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services supported by extensive technology and research resources.

Ryan Prall is a financial advisor with LPL Financial in Fitchburg, WI, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Great Dane Brewery and Waddell & Reed, Inc., as well as running Prall Financial Solutions, where he provided tax preparation services. He has also worked as an insurance agent with various carriers for W & R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Laurie Anderson is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016, following a brief tenure at RML Anderson Group, LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Matthew Miron is a financial advisor with Edward Jones in Fitchburg, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as the third vice president of a local Lions Club, overseeing several committees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Jonah Nelson is a CFP® and ChFC® credentialed financial advisor with seven years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience working in education and consulting roles. Nelson is also the owner of J Nelson Consulting LLC, an insurance agency. Cambridge Investment Research Advisors serves a diverse client base that includes individuals and institutional clients such as pension funds and charitable organizations. The firm offers a range of services including financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies.

Matthew Bellin is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has worked at several firms including North Star Resource Group and Securian Financial Services. Bellin is also an owner of EB Capital Management and Bellin IRA LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Wendy Voss is a financial advisor at Edward Jones in Fitchburg, WI, with one year of industry experience. She holds the Series 66 designation and previously worked at SSM Health and Willowbrook Nursing and Rehabilitation. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Charles Benton is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2017, and has been involved with Edward and Son LLC and Madison Area Technical College since 2007. Outside of his advisory role, he works part-time as an Uber Eats driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation managed by BNY Mellon Advisors.

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.