Benjamin F. Edwards & Co: Celebrating 15 Years in the Madison Community!

Benjamin F. Edwards & Co. is thrilled to celebrate a significant milestone: 15 years of serving the Madison community and beyond!

Our Madison branch officially opened its doors on December 4, 2009, under the leadership of Paul Olsen. Soon after, Matt Clooten and Carrie Dorman joined him, forming the foundation of a branch that has since grown significantly, providing trusted financial guidance to individuals and families across the region.

In recent years, our office has continued to expand, welcoming new employees Ty Nafziger, Nic Adamany, and Faith Diamond. Each brings experience, dedication, and a commitment to helping our clients achieve their financial goals.

Founded in 2008, Benjamin F. Edwards & Co. carries forward a proud legacy of client-first service spanning five generations. With roots tracing back to A.G. Edwards, the company was established to deliver a boutique-style approach to wealth management. This combines personalized service with a wide array of financial solutions tailored to meet the unique needs of individuals, families, and businesses nationwide.

Our Madison branch embodies this legacy, guided by the core principles of Trust, Integrity, and Mutual Respect. We proudly serve Madison and its surrounding communities, including Fitchburg, Waukesha, Middleton, Milwaukee, and more. Whether assisting clients with retirement planning, investment management, or navigating unique financial challenges, our employees work with passion and precision to help clients succeed.

To celebrate this milestone, we’re excited to host an event in Madison with our clients, featuring special guests from our Home Office in St. Louis, MO.

Thank you for letting us be a part of this amazing community. We look forward to serving you for many more years to come!

Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principal. No investment strategy, including asset allocation and diversification, can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Benjamin F. Edwards & Co. does not provide legal or tax advice, therefore it is also important to consult with your legal and tax professionals for additional guidance tailored to your specific situation.

Oak Bank Welcomes Terri Burdick as AVP – Treasury Management

February 27, 2025
For Immediate Release
Contact: Karen Virnoche, 608.441.6000
kvirnoche@oak.bank

Oak Bank Welcomes Terri Burdick as AVP – Treasury Management

Fitchburg, WI – Oak Bank is excited to welcome Terri Burdick as Assistant Vice President – Treasury Management. In this role, Terri will develop and manage relationships with business clients, focusing on deposit growth and cash management solutions. She will collaborate closely with the business banking team, providing expertise in treasury management products while ensuring exceptional, personalized service that supports the success of Oak Bank’s clients.

Terri brings more than 20 years of banking experience spanning Treasury Management, Retail Banking, Operations, Marketing, and Human Resources. She holds an MBA from Lake Forest Graduate School of Management and is a recent graduate of the Graduate School of Banking at UW-Madison.

“I’m looking forward to adding to Oak Bank’s legacy of providing world-class service and solutions to local businesses,” said Terri Burdick.

Linda Zimdars, Senior Vice President – Business Banking, shared her enthusiasm about Terri joining the team, “Terri’s deep expertise in treasury management, coupled with her passion for relationship-building and community service, makes her a perfect fit for Oak Bank. Her commitment to client success and local impact aligns seamlessly with our values.”

Terri recently moved to Stoughton with her husband. She has a son, a daughter-in-law, and two beloved granddaughters. Outside of work, she enjoys traveling, cooking, visiting farmers markets, cycling, and long-distance walking. A dedicated sports fan, she cheers on college sports teams and is a true Green Bay Packers fan.

A strong advocate for fighting food insecurity, Terri previously served on the Board of Directors for the East Central Illinois Food Bank and looks forward to continuing her volunteer work with a local food bank or pantry.

She is also committed to accessibility efforts, recording local news for the blind and those with reading difficulties through Public Radio.

Please join us in welcoming Terri Burdick to the Oak Bank family!

About Oak Bank
Oak Bank has been deeply rooted in the Fitchburg community and Madison area for 25 years, meeting the financial needs of homeowners and businesses by offering top-notch service, quick answers, and creative solutions, all while supporting over 135 local nonprofits each year. Visit oak.bank to learn more.

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REAP Food Group: Big Share campaign kicks off at Cadre Restaurant

To kick off REAP’s Big Share campaign, Cadre Restaurant is hosting a multi-course dinner, curated by Chef Evan Dannells and featuring local ingredients.

Join us from 5:30-8:00pm on Sunday, March 2, for an elegant meal, and support REAP Food Group and Dane County Food Collective in our common mission to build a better food system!

With the uncertainty of our future given the possible federal funding freeze, it’s a great time and opportunity to come together as a community.

The menu can be found here, and you can sign up for the dinner here.

Let’s Celebrate the Grand Opening of Ether Wellness!

THRIVE TOGETHER: A COMMUNITY WELLNESS CELEBRATION

Sunday, March 9th 11am-4pm

Join us for a day of connection, exploration, and inspiration as we celebrate the Grand Opening of Ether Wellness! Whether you drop by to tour the space, mingle, or take part in a class or workshop—stay as long as you’d like! We’d love to have you.

Ether Wellness is a new Women’s Health & Fitness Studio located in the heart of Downtown Madison, WI. It’s a space for Women to rebuild strength, restore balance, and reconnect with themselves through hormone-friendly movement, nutrition, and a supporting community.

• Explore our serene studio with breathtaking Capitol views
• Enjoy complimentary snacks & refreshments
• Join engaging workshops and classes
• Discover our women’s holistic wellness services & special grand opening offers
• Browse our thoughtfully curated retail space
• Connect with local health & wellness entrepreneurs
• Take home a Health & Wellness Swag Bag filled with goodies (while supplies last!)
• Enter to win amazing prizes

This is a FREE event to attend! No ticket is required to stop by, explore, and connect, just an RSVP to help us plan. (Some workshops and classes may require registration) Visit our website to view more details and RSVP: https://etherwellnessmadison.com/classes-events/

Workshop & Class Schedule:
11:15am – 12:15pm “FROM TRIGGERS TO TRANSFORMATIONS: A SELF-INQUIRY WORKSHOP” w/ Ashlee DeHaven (DeHaven Activation)
12:30pm – 1:30pm “SPINAL FLOW TECHNIQUE:UNLOCKING YOUR INNATE HEALING POTENTIAL” w/ Tammy Soderling (Shanti Healing Arts)
1:45pm – 2:45pm “MERIDIAN YOGA” w/ Victoria Andrews (Align Yoga)
3:00pm – 4:00pm “PELVIC FLOOR 101” w/ Dr. Sarah Lindholm (Centered Physical Therapy & Wellness)

We can’t wait to welcome you and thrive together!

McClone Insurance Mourns the Passing of Former President and Community Leader Mike McClone

Menasha, WI, February 24, 2025 — It is with deep sadness that McClone Insurance announces the passing of Michael “Mike” McClone, former President and longtime leader of the organization. Mike passed away on February 22, 2025, at the age of 74.

Mike dedicated decades of his life to McClone, leading the company with integrity, compassion, and an unwavering commitment to serving others before retiring in 2018. Under his leadership, McClone grew not just in size, but in its cultural foundation—built on the values Mike embodied every day: doing what’s right, working hard, and giving back to the community.

“Even if you never had the chance to meet my dad, you can feel his impact throughout our organization,” said Dustin McClone, current President & CEO. “He believed in leading by example—always choosing to do the right thing, even when it wasn’t the easiest path. His favorite saying, ‘When in doubt, do the right thing. The rest will take care of itself,’ is more than just a quote on our boardroom wall—it’s a principle that continues to guide every decision we make.”

Mike’s passion for serving others led to the creation of McClone MADE (Make a Difference Every Day), a company-wide initiative that commits 10% of earnings back into local communities. “For him, giving wasn’t just about dollars,” added Dustin. “It was about using our time, treasure, and talent to make a positive impact.”

Beyond his professional accomplishments, Mike was known for his quiet confidence, sharp wit, and deep love for his family, friends, and community. He is remembered for his signature eye roll, warm smile, and unwavering support for those around him.

Mike’s full obituary can be found here. His funeral Mass will be held on Friday, February 28, 2025, at St. Mary Catholic Church in Menasha, with a visitation on Thursday, February 27, 2025, at the Westgor Funeral Home in Neenah.

McClone extends heartfelt gratitude to those who have shared their condolences and stories of Mike’s lasting influence. His legacy will live on through his family, the McClone team, and the countless lives he touched.

For additional information, please contact:

Ashley Rothmann | pr@mcclone.com

About McClone Insurance

McClone Insurance is a leading provider of comprehensive risk management and insurance solutions. With headquarters in Menasha, Wisconsin, and regional offices in Madison, Milwaukee, and Sheboygan, McClone serves clients nationwide. The company offers a wide range of services including business insurance, employee benefits, HR outsourcing, 401(k) solutions, personal insurance, and a private client division. Founded in 1949, McClone’s core values are centered on people, community, and delivering exceptional service. Through its proprietary RiskMAP™ process and the McClone M.A.D.E. program, the company is committed to making a meaningful impact for its clients and communities.