Annie Werner is a financial advisor at A-Team Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Fort Point Capital Partners LLC, and A&O Advisors. In addition to her advisory role, she operates as an independent insurance agent. A-Team Advisors provides financial planning, consulting, and discretionary asset management to individuals, families, and high-net-worth clients. The firm uses Monte Carlo projections, fundamental and technical analysis, and tailored cash-flow, tax, and estate planning, typically appointing third-party sub-advisors to manage client assets while maintaining direct client relationships.

Nathan Bilodeau is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior work includes positions at OSAIC, Woodbury Financial Services, Forward Bank, and Associated Bank. He serves as a board member for the Fulcrum Foundation. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and fiduciary capabilities integrated into its broader institutional platform.

Madelyn Wanke is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has a background that includes roles at Forward Bank and OSAIC Wealth Inc. Outside of finance, she serves as a military intelligence officer for the Wisconsin Army National Guard and is an advisory board member for Wanke Builders Inc. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad institutional platform.

Sara Brost is a financial advisor at Osaic with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Woodbury Financial Services and Forward Bank. Outside of financial advising, she provides speech language pathology services at Compassus Home Care and St. Vincent Hospital. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio management tools and offers access to multiple custodial platforms and third-party managers.