Debra Ranguette is a financial advisor at Carson Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera and LPL Financial. Outside of advising, she is a partner in an accounting and tax firm and serves as a director on the board of a local bank. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and offering customized investment solutions through partnerships and third-party providers.

Mark Meier is a CFP® with 23 years of experience in the financial industry. He is currently with Beacon Pointe Advisors, LLC and previously worked at Advisory Services Network LLC and his own firm, R. Meier, Inc. Meier serves as a council member for the Saint Joseph Parish Finance Council. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

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.

Taylor Smithyman is a CFP® professional with 11 years of industry experience, currently associated with Carson Wealth. He has worked with Financial Impact Advisors and LPL Financial, and is a partner at Business & Tax Systems, LLC, an accounting firm. He also serves as president of his local Rotary Club. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and providing tailored portfolio solutions supported by technology and custodial partnerships.

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.

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.

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.

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.

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.

Shannon Reightley is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation overseen by a dedicated consulting team.

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.

Jessie Deaton is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations and incorporates an ESG eligibility framework.

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.

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.

James Allan is a financial advisor at OSAIC Wealth Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Thrivent Financial. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.