Robert Mosley is a Series 65-licensed financial advisor with Johnson Wealth Inc. in Janesville, WI, where he has worked since 2017. He has a total of six years of industry experience and also serves as a wealth advisor at Johnson Bank, a position he has held since 2008. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, nonprofit and senior living organizations, foundations, endowments, business and government entities, and other advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, and offers specialized programs such as discretionary 401(k) management for airline pilots and curated private investment options for qualified clients.

William Sutherland is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Third Seven Capital, LLC and MassMutual Life Insurance Company. Outside of advising, he is involved in insurance sales as president of Three Pillars Risk Management and serves as a portfolio manager and marketing professional for the Anydrus Advantage ETF at Collaborative Fund Services LLC. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client goals and risk tolerance.

Vincenzo Cimino is a CFP® with 34 years of experience in the financial industry. He has worked at LPL Financial for 30 years and operated Cimino Wealth Advisors, Inc. before joining Wealth Enhancement Advisory Services, LLC in 2018. He is involved in an investment-related LLC formed with bank board members to acquire and lease back a facility to a bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.

Rachael Nimmo is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 11 years of industry experience. She has worked at NewEdge Advisors since 2026 and previously held roles at Stifel Nicolaus & Co Inc and UBS Financial Service INC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisor and client needs.

Melissa Beaumont is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at LPL Financial and Cimino & Associates before joining Wealth Enhancement in 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation, active and passive management, and incorporates both quantitative and fundamental research, supported by an internal Investment Committee.

Michael Nimmo is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for nine years and UBS Financial Services Inc for four years. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and retirement consulting services, employing multiple program structures and emphasizing centralized due diligence and technology integration.

Kristy Igl is a financial advisor with Empower Advisory Group in Stoughton, WI. She holds the CFP® designation along with Series 63 and Series 65 licenses and has 15 years of industry experience. Kristy has worked with GWFS Equities, Inc. since 2010. Outside of her advisory role, she manages Nala Lander Farms LLC, which sells firewood, landscaping plants, and other agricultural products. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform connected to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and conducts planning based on proprietary and third-party methodologies.

Jonathon Frey is a financial advisor with Eagle Strategies (NY Life) in Edgerton, WI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Eagle Strategies since 2020 and maintains ongoing roles with NYLIFE Securities LLC and New York Life dating back to 2015. Outside of his advisory work, he volunteers with the Economic Development Committee of the Capital Off-Road Pathfinders, a nonprofit focused on mountain bike trail development in Dane County, Wisconsin. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm delivers tailored advice and solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Lauren Vieth is a financial advisor with Empower Advisory Group based in Stoughton, WI, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked with firms including GWFS Equities, Kestra Financial, Valmark Securities, and Kelly Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Christian Nimmo is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. He is based in Janesville, Wisconsin. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Pietro Cimino is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Morgan Stanley. Outside of his advisory role, he is involved with Cimino & Associates Inc., a home-based business entity for tax and investment purposes. Wealth Enhancement Advisory Services provides financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Elton Rodriguez is a financial advisor with Wells Fargo Clearing based in Janesville, WI. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he is a part-owner of Performance AI, a non-investment business, and passively owns a YouTube channel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Lonnie Klecker is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is based in Janesville, WI. Outside of his advisory role, Klecker is a board member of Family Services in Beloit, WI, where he participates in governance activities related to community services. Edward Jones is a full-service wealth management firm with over 23,000 advisors, serving individual and institutional clients across a broad range of financial needs. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Richard Braun is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds the CFP® and ChFC® designations and has been with Robert W. Baird since 2014. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Joseph Valentine is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with several affiliated entities of Avantax and Cetera since 2012 and also serves as a tax preparer through ALT Tax & Financial Services, Inc. in Janesville, WI. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a variety of program structures and third-party managers.

Jason Arndt is a financial advisor with Ameriprise in Janesville, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a co-owner of Stone Arch Holdings L.L.C., a real estate business. Ameriprise is an institutional firm that offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered in partnership with clients’ advisors.

Terry Niedfeldt is a financial advisor with Thrivent Investment Management in Stoughton, WI, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. He has been with Thrivent since 2002 and also serves as an agent supporting clients with previously issued final expense policies through National Guardian Life Insurance Group. Niedfeldt is a partner and co-owner of an LLC that manages property used for Thrivent business purposes and leases space to non‑Thrivent tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm’s approach combines holistic, goal-based analyses and offers an optional integrated managed-account program, while maintaining separation between planning and discretionary portfolio management services.

Renee Kellogg is a Series 66-licensed financial advisor at Wells Fargo Advisors with 12 years of industry experience. She has held positions at Wells Fargo Clearing Services LLC and BMO Harris Financial Advisors and Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Michael Kellner is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments, J.P. Morgan Securities LLC, Johnson Wealth Inc, LPL Financial, Wells Fargo, and BMO Harris Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Thomas Pendell is a financial advisor with Cetera, holding a Series 66 designation. He has one year of industry experience, including prior roles at Hallman Lindsay Paints, Aryv, Inc, and Baker Tilly. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a diverse multi-manager platform.