Aurelio Callope is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. His prior work includes roles at Banco Services Inc. and LPL Financial, each for nine years, and he currently serves as club secretary for the Whitewater Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors.

Isaac Hart is a financial advisor with LPL Financial in Elkhorn, WI, holding the CFP®, ChFC®, and Series 66 credentials. He has 15 years of industry experience, including 13 years at Edward Jones before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker‑dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Maurice Hebb is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2023, following six years at Wells Fargo Clearing Services LLC and prior roles at Axa Advisors and Ketchum. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with a service menu that includes specialized planning such as business-owner transition and special-needs analysis.

Justin Hanke is a financial advisor with UBS Financial Services in Elkhorn, WI, holding a Series 66 designation and eight years of industry experience. He has been associated with UBS since 2015, including roles at UBS Financial Services and UBS Business Solutions. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Ashlie Myers is a financial advisor at Edward Jones in Janesville, WI, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Target from 2010 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

John Wong is a CFP® with 34 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at BMO Harris Financial Advisors and BMO Harris Bank. He serves on the finance committee of Beloit Health Systems, overseeing budget, portfolio, and manager performance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Timothy Black is a CFP® with 13 years of industry experience, currently advising clients at Edward Jones in Elkhorn, WI. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Pamela Reed is a financial advisor with Primerica Advisors in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked at PFS Investments Inc. since 2015 and was previously with AIM Distribution from 2012 to 2022. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Harold Sherrill III is a Series 65 licensed financial advisor with Edelman Financial Engines, bringing one year of industry experience. Before joining Edelman Financial Engines, he held various roles in the food and beverage sector, including positions at Aurum Food and Wine and Steamboat Springs Resort. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers services through advisor-led and online platforms, serving a large client base with a high client-to-advisor ratio.

James Allan is a financial advisor at OSAIC with three years of industry experience. He holds the Series 66 credential and has previously worked at firms including Edward Jones, Thrivent Financial, and Ollie's Bargain Outlet. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports diverse portfolio management strategies across multiple investment products.

David Blend is a CFP®-credentialed financial advisor with Edward Jones in Whitewater, WI, where he has worked since 2001. He has 25 years of industry experience and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Joshua Greene is a financial advisor with LPL Financial in Janesville, WI, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Huntington National Bank and Associated Bank. Outside of advising, he is also a notary. 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 financial planning and advisory programs with both discretionary and non-discretionary management supported by research and various portfolio strategies.

Jesse Dever is a financial advisor with Edward Jones in Janesville, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in education roles including positions at Billings Public Schools and Lake Zurich Community Unit School District 95. Outside of advising, he is part owner of Apex Event Rentals, an event and party rental business in Orfordville, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Logan Ruesch is a financial advisor at Edward Jones in Ft Atkinson, WI, holding a Series 66 designation. He has been with Edward Jones since 2024, with prior experience at firms including Northwestern Mutual and Burtness. Outside of finance, he worked at Oconomowoc Golf Club for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets with a nationwide network of more than 23,700 advisors.

Jose Perez is a financial advisor at Edward Jones in Janesville, WI, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Brockmann is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for five years and Capital Financial Services, Inc. for fourteen years. He serves as a deacon at Faith Community Church in Fort Atkinson, Wisconsin. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services across multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a wide range of investment products.

Ralph Lassa III is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has previously worked at PremierBank, Thrivent Financial, and City National Bank. In addition to his advisory role, he serves as a wealth advisor for PremierBank's wealth management and trust department, providing holistic financial and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Bruce Waller is a financial advisor with Edward Jones in Ft Atkinson, WI, holding a Series 63 designation and 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory work, he is the sole member of Waller Holdings LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Michael Ehlers is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously worked at MK Cellular Inc for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Julie Nachtigal is a financial advisor with Edward Jones in Fort Atkinson, WI, holding a Series 66 credential and nine years of industry experience. She has been with Edward Jones since 2016 and also operates Nachtigall Business Consulting LLC, which she founded in 2015. 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 strategies and maintains a large network of financial advisors and branch offices nationwide, with assets under management totaling approximately $1.01 trillion.