Michael Lacey is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Johnson Financial Group, MidwestOne Investment Services, Prudential, and Global Portfolio Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Theresa Kratochvil is a financial advisor with LPL Financial in Oak Creek, WI, holding Series 65 and Series 63 licenses. She has one year of experience at LPL Financial and also has a background with BMO Bank, where she has worked since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by advanced operational and research tools.

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.

Shyanne Lamb is a financial advisor at Edward Jones in Racine, WI, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Frontida Management Group, Creating Clarity, Intuit, CKW Collaborations Inc, and Strategic Retail Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Brandt is a financial advisor at National Accounting and Business Solutions, SC, with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been a CPA at his firm since 1989. In addition to his advisory role, he provides a range of accounting services through his CPA practice. His firm offers investment management referral services alongside accounting and tax services to individuals, pension and profit-sharing plans, corporations, and other business entities. It facilitates client introductions to third-party managed account programs rather than providing discretionary portfolio management directly.