Scott Gregory is a financial advisor with LPL Financial based in Racine, WI. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining LPL Financial in 2018, he was affiliated with Johnson Bank and Invest Financial Corporation. Outside of his advisory work, he is part-owner of a full-service beauty salon in Delavan, WI, where he assists with maintenance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Piper Meek is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, Piper worked in education and community-oriented roles, including positions at Gonzaga University and Generation Alive. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with specialized investment tools and ongoing manager oversight.

Melissa Hofmeister is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2016, following eight years at Stadia New Church Strategies. Outside of her advisory role, she is active as a public speaker in ministry settings and serves on the board of Catapult, an organization focused on expanding gospel outreach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning that covers a wide range of topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.

Chris Bloxdorf is a Series 66-licensed financial advisor with Edward Jones in Racine, WI, and has nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

John Fitzpatrick is a financial advisor with Wells Fargo Advisors in Kenosha, Wisconsin, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a trustee for his spouse in Lake Forest, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Michael Lacey is a financial advisor with LPL Financial based in Mount Pleasant, WI, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior experience includes roles at Prudential Investment Management Services, Global Portfolio Strategies Inc., and MidwestOne Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Theresa Kratochvil is a financial advisor at LPL Financial in Oak Creek, WI, holding Series 65 and Series 63 licenses with one year of industry experience. She has worked at BMO Bank since 2013. 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 a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Jason Atwater is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab & Co. since 2021. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and centralized operational support.

Patrick Buss is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bank and Cambridge Investment Research. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Keith Dreger is a financial advisor with Thrivent Investment Management in Kenosha, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Dreger is an agent with Frey-Rude Associates, an independent property and casualty insurance agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with an option to combine planning with managed-account services under a consolidated billing structure.

Shyanne Lamb is a financial advisor at Edward Jones in Kenosha, WI, holding a Series 66 designation. She has one year of experience in the industry, with prior roles at Frontida Management Group, Creating Clarity, Intuit, and other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.