Jeremiah Olson is a financial advisor with Diamond Wealth Partners in Lodi, WI, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Northwestern Mutual Investment Services LLC, and Jessica Schock. Outside of finance, he assists individuals with tasks such as cleaning and errands through his involvement with Papa Pals. Diamond Wealth Partners is an independent, single-advisor registered investment adviser providing comprehensive financial planning and discretionary portfolio management to individuals, corporations, and other advisors. The firm offers services including retirement, trust and estate, and tax planning, using a personalized process and primarily operating virtually with a focus on model portfolios and diversified asset selections.

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 with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been involved with Global View Capital firms since 2014 and owns Weigel & Associates, an insurance agency specializing in life, health, and disability insurance, which he has operated since 1983. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs quantitative and technical investment strategies, supported by its proprietary research platform, and offers a variety of managed account options including sub-advisory services and ETF-focused portfolios.

Mariah Hanson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. She has worked at Commonwealth Financial Network since 2023 and previously spent nine years at Bank of Prairie du Sac/Park Avenue Investments. In addition to advisory work, she is involved in fixed insurance sales during business hours. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a wide range of advisory support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

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.

Michael Rendler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and five years of industry experience. His work history includes roles at Silver Leaf Investment Advisors, Global Atlantic Financial Company, and U.S. Bancorp. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients, managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Michael Jacques is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. He has worked at Commonwealth since 2007 and served as President and Owner of Jacques Wealth Management, LLC from 2010 to 2025. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, along with operations, compliance, and practice-management support.

Todd Rendler is a financial advisor with Commonwealth Financial Network based in Waupaca, WI, holding a Series 63 designation and 40 years of industry experience. He has been associated with Commonwealth since 2004 and is also a member and owner of Rendler and Associates, LLC, as well as Silver Leaf Advisors, LLC. Rendler is involved in insurance sales through Rendler Sales Consulting, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management, compliance, and practice management, enabling advisors to offer customized portfolio solutions and access to model portfolios managed by its Investment Management and Research team.

Tami Salzwedel is a financial advisor with Commonwealth Financial Network in Sauk City, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been associated with Rendler And Associates, LLC and Commonwealth Financial Network since 2004. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Zachary Dahl is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Dahl serves on the boards of the Sauk Prairie Sports Booster and the Sauk City Chamber of Commerce and volunteers with Community Around the Children's Hospital. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a mix of in-house and third-party investment models and holds about $12.9 billion in regulatory assets under management.

Daniel Rendler is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Prairie Du Sac, WI, and has 13 years of industry experience. He has worked with Commonwealth Financial Network since 2014 and also operates Silver Leaft Advisors, LLC. Rendler is involved in fixed insurance sales as an agent under the name Silver Leaf Investment Advisors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs including discretionary model portfolios and personalized indexing options. The firm provides extensive back-office support and investment management services while allowing affiliated advisors discretion in constructing client portfolios.

Jacqueline Keith is a financial advisor at LPL Financial with 26 years of industry experience. She has held positions at LPL Financial since 1997 and worked at Bankers' Bank from 1997 to 2024. She holds a Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various investment strategies.

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 with LPL Financial, holding a Series 66 designation and three years of industry experience. His background includes roles at The Peoples Community Bank and Northwestern Mutual, as well as teaching experience at the University of Wisconsin Milwaukee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Paul Zander is a Series 66-licensed financial advisor with LPL Financial in Cross Plains, WI, where he has worked since 2014. He also holds a role at State Bank of Cross Plains and is involved with Sandman Music Agency, where he plays drums in a band monthly. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

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 in Spring Green, WI, holding a Series 66 designation and 10 years of industry experience. He has worked concurrently at The Peoples Community Bank and LPL Financial since 2015. Rynes is also engaged in selling Medicare Supplemental Insurance through an affiliated agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

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.

Joseph La Cour is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. In addition to his advisory role, he is the sole member of Belvoir LLC, which owns office property in Prairie Du Sac, WI. 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 advisors and branch offices nationwide.

William Steckelberg is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at SagePoint Financial for 14 years before joining OSAIC in 2023. Steckelberg serves on the board of the nonprofit Glacier's Edge Council and is a partner at River Capital Management, where he oversees operations, recruiting, and training. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, offering integrated brokerage, advisory services, and access to third-party managers.

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 at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at ThermoFisher and LabCorp. Outside of her financial career, she 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 broad range of advisory programs and affiliated investment products. The firm is noted for its extensive network of advisors and branch offices, offering both discretionary and non-discretionary strategies under a fiduciary standard.

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.