Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.

Charles Weigel is a financial advisor at Global View Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with his own insurance agency, Weigel & Associates, since 1983, where he serves as owner and insurance agent. His background includes roles in affiliated entities focused on insurance marketing and advisory services. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm uses a quantitative investment approach centered on technical analysis applied to ETFs and mutual funds, supported by proprietary research through its wholly owned affiliate, AdvisorGuide, LLC.

Claire Walmer is a CFP® with 22 years of industry experience currently serving as a financial advisor at J.W. Cole Advisors, Inc. She has previously worked at LPL Financial, Bankers' Bank, and OLD NATIONAL BANK. Outside of her advisory role, she owns and operates Sun Step Financial and provides financial planning services under contract with State Bank of Chilton. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, combining discretionary and non-discretionary approaches with fundamental, technical, and algorithmic investment strategies.

Brooke Palmer is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., having joined in 2025. Her prior experience includes roles at LPL Financial, Bankers' Bank, and UBS Financial Services. Outside of her advisory work, Palmer has been involved with KD's Bar and Grill and the Lodi Volleyball Club. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing discretionary and non-discretionary investment approaches.

Zachary Dahl is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory work, Dahl is involved in local community organizations, serving on boards for the Sauk Prairie Sports Booster and Sauk City Chamber of Commerce, and volunteers with a children’s hospital foundation. He also owns a tent rental business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models combined with strategic asset allocation and ongoing due diligence.

Jacqueline Keith is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. She has been with LPL Financial since 1997 and also worked at Bankers' Bank for 27 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational support tools.

Darrah Tomas is a financial advisor with Ameriprise in Spring Green, WI, holding a Series 66 designation and 23 years of industry experience. Prior to joining Ameriprise in 2021, Tomas worked at Stifel from 2018 to 2021 and B.C. Ziegler and Company from 2016 to 2018. Outside of advising, Tomas is involved in automotive restoration through bookkeeping and ordering parts for Cuda's Speed Shop. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Pape is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at The Peoples Community Bank, Northwestern Mutual, and University of Wisconsin Milwaukee. Outside of advisory work, he has experience in the recreational and utility sectors, including a role at Noah's Ark Waterpark. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mariah Hanson is a financial advisor with LPL Financial who holds the Series 66 designation and has three years of industry experience. She previously worked at Commonwealth Financial Network and Park Avenue Investments before joining LPL Financial. Hanson also spends part of her time engaged in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Zander is a financial advisor with LPL Financial in Cross Plains, WI, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial and State Bank of Cross Plains since 2014. Outside of his advisory work, he plays drums in a band 1-2 times per month through his involvement with Sandman Music Agency. 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 portfolios, third-party asset management, and institutional platforms.

Justin Stanek is a financial advisor at Edward Jones with 17 years of industry experience, all spent at the firm since 2009. He holds a Series 66 designation. Outside of his advisory role, Stanek is involved in coaching basketball for the Spring Green School District and manages local farmland through Bluff Country Holdings; he is also a silent investor in a restaurant in Plain, Wisconsin. 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 wrap fee strategies and access to separately managed accounts. The firm is notable for its extensive network of advisors and branches, affiliated mutual funds, and additional services such as trust, tax-efficient strategies, and securities-based lending.

Robert Rynes is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at The Peoples Community Bank and LPL Financial since 2015. Rynes is also involved in selling Medicare supplemental insurance through a non-variable insurance agency. 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 portfolios, third-party asset management, and institutional platforms.

James Morrey is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2009, including a prior role at CVSOA. Outside of his advisory work, Morrey serves as a soccer referee for the River Valley Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Rebecca Howard is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Thrivent, she held various roles including positions at Sonnenberg Schools and DDIS. She serves as a board member of the Cross Plains Chamber of Commerce, participating in community business initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and written recommendations across various financial planning topics. The firm offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement while maintaining separate services.

Michael Rendler is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and five years of industry experience. His career includes roles at Commonwealth Financial Network, Silver Leaf Investment Advisors, Global Atlantic Financial Company, and U.S. Bancorp. 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.

Joseph La Cour is a financial advisor with Edward Jones in Prairie Du Sac, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Edward Jones since 1994. Outside his advisory role, he manages an LLC that owns an office property in Prairie Du Sac. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

William Steckelberg is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023, previously serving 14 years at SagePoint Financial and 18 years at OSAIC Services, Inc. Outside of his advisory role, Steckelberg is a partner at River Capital Management, where he oversees operations and recruitment, and serves on the board of directors for the nonprofit Glacier's Edge Council. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting various managed strategies and third-party manager programs.

Michael Jacques is a CFP® and ChFC® with 38 years of industry experience. He is currently affiliated with LPL Financial and has worked at Commonwealth Financial Network and operated Jacques Wealth Management, LLC from 2010 to 2025. 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 and model portfolio programs, and supports its advisers with research tools and institutional platforms.

Todd Rendler is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Silver Leaf Advisors, LLC, Rendler and Associates, LLC, and Commonwealth Financial Network. Rendler also owns Rendler Sales Consulting, an independent insurance agency. 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.

Tami Salzwedel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Rendler and Associates, LLC since 2004 and joined LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Daniel Rendler is a CFP®-certified financial advisor with 13 years of industry experience. He is currently affiliated with LPL Financial and also maintains business activities under Silver Leaf Advisors, LLC and Rendler and Associates. Rendler has a background that includes more than a decade at Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott La Montagne is a financial advisor at Edward Jones with 18 years of industry experience and holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2019, he worked at Dwellworks Property Advisors and the State of Wisconsin Investment Board. He serves as an investment committee member for the Bethel Endowment Fund and is a board member of Bethel Lutheran Church in Madison, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Kristina Wahl is a financial advisor with Edward Jones in Prairie Du Sac, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at PPD, part of ThermoFisher, and Covance, LabCorp. Outside of her advisory role, Wahl serves as a tennis coach for the School District of Lodi. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions, supported by a large national network of advisors and branch offices.

Peter Van Der Hagen is a financial advisor with Edward Jones, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.