Jessica Roque Berg

Luisa Lewis is a financial advisor with LPL Financial in Eau Claire, Wisconsin. She holds Series 63 and Series 66 licenses and has three years of industry experience. She has worked with LPL Financial since 2022 and has been employed at BMO Bank NA since 2015. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services implemented through a diverse range of strategies and supported by technology tools.

Susan Dvoracek is a financial advisor with LPL Financial in Eau Claire, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at BMO Harris Bank since 2018 and previously held roles at U.S. Bancorp Investments, Inc. and Invest Financial Corporation. Outside of her advisory work, she owns Hillside Spring Farm LLC, a home-based business. 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 variety of financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Joel Ratz is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Krista Caucutt Ratz is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Caucutt-Ratz Tax Preparation LLC, a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in investable assets, delivering tailored written recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and automated tools overseen by a dedicated team to support its advisory approach.

Michael Ignatowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at BMO Bank, Keurig Dr. Pepper, and Marine Credit Union. 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 financial planning and investment services through a large network of advisors, supported by proprietary research and advanced operational tools.

Adam Zawilenski is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with Foster Bar and Grill in Osseo, WI. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.