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.

Carl Johnson is a Series 66-licensed advisor with 23 years of experience, currently with International Assets Investment Management, LLC since 2021. He previously worked for Park Avenue Securities and Guardian Life Insurance Company of America for 20 years. Outside of advisory work, he is a 50% owner of Beans, Greens, and Screens, LLC, a business involved in selling seed and designing food plot programs. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management and financial planning through a national network of independent advisers using a range of investment vehicles and strategies.

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 multiple entities under the Global View Capital umbrella since 2014 and has operated Weigel & Associates, an insurance agency specializing in life, health, and disability insurance, since 1983. Global View Capital Management provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment approach using technical analysis, momentum, relative strength, and trend-following signals to manage approximately $708 million in discretionary assets.

Michael Peat is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at First Rate Wealth Management since 2021, following 21 years at First Rate Financial. Peat serves as a board member of the Iowa-Grant Educational Foundation, a charitable organization supporting educational enrichment activities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Chester Lee is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Pillar Wealth Management Co. for 14 years. Outside of his advisory role, he is involved in a self-storage business in Dodgeville, Wisconsin. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion across 144 advisors and serves a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

David Boyden is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1991. Outside of his advisory role, he is president and owner of Boyden Financial, Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational support, investment management, and compliance services while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Jonathan Laventure is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He has worked at The Peoples Community Bank and LPL Financial since 2013. Outside of his advisory role, he serves as a soccer referee for the Mount Horeb Soccer Club. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. Advisors on the platform offer a range of advisory programs and discretionary portfolios, leveraging both proprietary and third-party investment solutions.

Anthony Tysk is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ameritas Investment Corp since 2001 and joined Ameritas Advisory Services in 2021. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement plan consulting, and custom investment strategies, with a focus on both discretionary and non-discretionary portfolio management.

Zachary Dahl is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside of his advisory role, Dahl serves on boards for local organizations including the Sauk Prairie Sports Booster and the Sauk City Chamber of Commerce, and volunteers with a children’s hospital community group. He also owns a tent rental business. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement services through a national network of advisors using a variety of advisory programs and third-party managers.

Patrick Maguire is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Anderson is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Jacqueline Keith is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. She has worked at LPL Financial since 1997 and was also affiliated with Bankers' Bank for 27 years. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and investment strategies.

Darrah Tomas is a financial advisor with Ameriprise, holding a Series 66 credential and 22 years of industry experience. Prior to joining Ameriprise in 2021, Darrah worked at STIFEL and B.C. Ziegler and Company. Outside of financial advising, Darrah is involved in automotive restoration through bookkeeping and parts ordering at Cuda's Speed Shop in Spring Green, WI. Ameriprise serves clients approaching or in retirement with a retirement-income planning service that combines research, modeling, tax analysis, and algorithmic automation to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jacob Pape is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial since 2023 and has prior experience at The Peoples Community Bank and Northwestern Mutual. Outside of his advisory role, he has been involved with Noah's Ark Waterpark and has a background that includes roles in education and electrical services. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a broad platform accommodating various investment strategies.

Adam Schaller is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Schaller has served on the Board of Directors for the Rotary Club of Madison West Towne-Middleton, an organization focused on advancing international goodwill and vocational service activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management services.

Paul Zander is a financial advisor with LPL Financial in Barneveld, Wisconsin, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial and the State Bank of Cross Plains since 2014. Outside of his advisory work, he plays drums in a band one to two times per month through his involvement with Sandman Music Agency. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Justin Stanek is a financial advisor with Edward Jones in Spring Green, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages farmland in Spring Green and coaches a local basketball team. He is also a silent investor in a restaurant in Plain, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Roger Deterding is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as Treasurer of the Mount Horeb Area Historical Society, overseeing financial reporting and business practices for the local historical organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm focuses on holistic, goal-based financial planning across a range of areas and offers a combined planning and managed-account program under the WealthPlan option.

Elizabeth Miller is a financial advisor with Thrivent Investment Management in Mount Horeb, WI. She holds a Series 66 designation and has five years of industry experience. Her prior work includes roles at SALT Software and community organizations such as Blackhawk Church and Harbor Athletic Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on topics including retirement, estate, tax, and special needs planning. The firm’s services are delivered through a network of financial advisors and can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Jenny Dochnahl is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Kathleen Bramlett is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory work, Bramlett serves as president of the board for Community Connections Free Clinic, a volunteer-run medical clinic for uninsured and underinsured individuals, where she also volunteers as a translator and assists with fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics without including implementation. The firm separates its planning services from managed accounts and emphasizes periodic reviews conducted by its network of financial advisors.

Robert Rynes is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at The Peoples Community Bank and LPL Financial since 2015. Rynes also sells Medicare supplemental insurance through Jack Schroeder and Associates. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines advisory services with insurance and credit products.

David Edwards is a CFP® professional with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, and previously held roles at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

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.

Christopher Mc Cullick is a financial advisor with Edward Jones in Mt Horeb, WI. He holds a Series 66 designation and has five years of industry experience. Prior to joining Edward Jones in 2020, he worked at BDU USA LLP and Smith & Gesteland LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, overlay and tax-efficient services, and affiliated investment products through a large network of financial advisors and branch offices.

Elissa Allbright is a CFP® with eight years of industry experience and is currently with Edward Jones in Dodgeville, WI. She has been with Edward Jones since 2015, with a brief overlap of working at Stella & Dot. Outside of her advisory role, she is co-owner of a small LLC involved in managing a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, managing approximately $1.01 trillion in assets. The firm 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.

Robert Allbright is a CFP®-designated financial advisor with Edward Jones in Dodgeville, WI, and has 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns and manages Allbright Enterprises, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Danielle Gates is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. Her prior work includes a role at the State of Wisconsin Department of Workforce Development and several years as a homemaker. She is also involved as an independent ambassador-sales contractor and operates under the DBA HH Financial Planning Group. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

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.

Harold Hellen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously operated HH Financial Planning Group and worked with Harbour Investments, Inc. He also serves as a college wrestling official. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Maribeth Brown is a financial advisor with LPL Financial and holds a Series 66 designation. She has eight years of industry experience and has worked with firms including Old National Bank and Northwestern Mutual Wealth Management Company. Outside of finance, she works part-time as a horseback riding instructor. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Mark Towne is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2022, he worked for 15 years at Century Securities Associates, Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

David Koenig is a financial advisor with LPL Financial, holding a Series 63 designation and over 33 years of industry experience. He has been with LPL Financial since 1995 and previously worked at Cimino Wealth Advisors, Inc. from 2015 to 2016. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

David Tansor is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 31 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, and Mutual of Omaha. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions, supported by an in-house Research team and a broad network of investment adviser representatives.

David Ogden is a financial advisor with Thrivent Investment Management in Mount Horeb, WI, holding a Series 66 designation and five years of industry experience. Prior to his current role since 2020, he worked in online research at TroyResearch for 18 years and was a radio professional at Q106 Radio for seven years. Outside of advisory work, he is involved as a mobile DJ hosting events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a broad financial planning approach that includes topics such as retirement, tax, estate, and business continuation planning. The firm offers planning separately from managed accounts, maintains non-discretionary authority over client assets in this service, and conducts periodic plan reviews.

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.

Michael Peterson is a Series 66-licensed financial advisor with LPL Financial, based in Richland Center, Wisconsin. He has 27 years of industry experience and has been with LPL Financial and its predecessor firm since 2001. Outside of his advisory role, he serves as Village Board President and Trustee in Barneveld, Wisconsin. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.