Collin Broderick is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. His prior work history includes roles in various service and entrepreneurial positions, such as at Oak Ridge Country Club and Bio-Aquatic Services, LLC. 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 and affiliated investment products, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Michael Mc Kinney is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Mount Pleasant, WI. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, 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 financial advisors.

Crystal Sdano is a financial advisor with Osaic Wealth, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked with firms including Woodbury Financial Services Inc and Cetera Advisor Network and serves as CEO and financial advisor at Dream Plan Enjoy LLC, doing business as Savaglia Financial Advisors. Her outside business activities include life, health, and disability insurance sales as well as document notarization for clients. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, managed accounts, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports multiple platform solutions, serving individual investors, corporations, pension plans, and charitable organizations.

Re Ann Holmes is a CFP® with 25 years of industry experience, all of which has been at Edward Jones since 2001. She also serves as adjunct faculty at Carroll College, teaching several hours per week outside of trading hours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, affiliated mutual funds, and trust services. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Gregory Amborn is a financial advisor with Merrill in Burlington, Wisconsin, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes positions at Bank of America, Operose Partners LLC, Piper Jaffray & Co., and M&I Bank. He serves as a board member of the Burlington Catholic School. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Todd Johnson is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He previously worked at Voya Financial Partners and has been with Fidelity Brokerage Services since 2019. Outside of his advisory role, he is an author of a children's book available on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and is notable for its commodity pool operator registration and advisory role to multiple registered investment companies.

Lauren Ven Housen is a financial advisor at Edward Jones in Greenfield, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she held positions at Balestrieri Environmental & Development, Inc., Ignition Dealer Services, and Kunes Auto Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm 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.

Katie Orvis is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2008, accumulating 18 years of industry experience. She is based in Muskego, Wisconsin. 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 advisory strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Brittany Lee is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Racine, WI, bringing three years of industry experience. Her prior roles include positions at Professional Wealth Advisors and Planners Financial Group. She is also a co-owner of Fluid Jiu Jitsu Mount Pleasant. Baird’s Private Wealth Management department serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

David Karlson is a financial advisor with Cetera in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has managed Karlson Wealth Management since 2001 and owns David J. Karlson, LLC, an accounting and income tax service firm established in 1988. Karlson also serves as treasurer for the nonprofit USO of Wisconsin, a role he has held since 2009. Cetera Investment Advisers LLC is an SEC-registered firm providing investment advisory services through a large network of independent advisors. The firm serves a diverse clientele that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and consulting solutions across multiple program structures.

Michael Meyer is a Financial Advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Meyer serves as the Investment Committee Chair for the Wisconsin Lutheran High School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based planning across various financial topics without managing assets directly under this service. The firm combines planning with managed-account options through its “WealthPlan” program while maintaining separate planning and investment management services.

Eglantina Ismolli is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 12 years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO HARRIS Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Raquel Zehr is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and previously worked in education and retail before joining Ameriprise. Zehr is also employed at K&S Operations, LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Paul Gwidt is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has worked for three years. His prior experience includes roles at Wells Fargo Clearing Services, The VanderBloemen Group, and the University of St Thomas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit entities. The firm provides non-discretionary financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

Scott Mank is a financial advisor with Edward Jones in Oak Creek, WI. He holds the Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive nationwide network of advisors and branches.

Ryan Vandeloo is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial plans and allows clients to integrate planning with managed accounts under a consolidated billing option called WealthPlan, while maintaining separate planning and management services.

Benjamin Smith is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC for 16 years. Smith is also involved with LB Financial Corp., which offers health insurance and Medicare-related plans. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm provides financial planning, model portfolios, third-party asset management, and access to various brokerage and insurance products through an integrated platform.

Michael Poludniak is the Resident Director at Merrill, where he began his career in 2010 focusing on enhancing services and resources for both business and individual clients. Since starting his finance career in 2001, he has provided consultative services centered on 401(k) plans and benefit services. His work includes advising individuals and families on retirement planning and investment management, offering detailed retirement and portfolio analyses along with strategies for social security claiming, income solutions, and long-term care guidance. Michael holds several professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He supports retirement plans through a comprehensive governance service model which involves education, compliance management, and custom plan strategy development for executives and business owners. His clients include both for-profit and not-for-profit organizations. He earned a Bachelor's Degree from the University of Wisconsin System. Michael is actively involved in professional and community organizations such as the Independent Business Association of Wisconsin, where he serves as a Board Member, the Rotary Club of Burlington as a Board Member, and volunteers as a soccer coach for youth leagues.

Tyler Johnson is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018, and previously at JPMorgan Securities LLC from 2016 to 2018. Outside of his advisory role, he holds a power of attorney position for an entity named M Jo in Mukwonago, Wisconsin. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Russell Kortendick is a financial advisor with Edward Jones in Racine, WI, holding a Series 66 credential and six years of industry experience. He has worked at Edward Jones since 2019 and has prior experience in various roles at firms including CliftonLarsonAllen LLP and Seda Packaging. He is also a passive stockholder and board member of Kortendick Ace Hardware, a family hardware store in Racine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.