Nicole Cordonnier is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

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 at NewEdge Advisors with 47 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving high-net-worth individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Eduardo Valdes is a financial advisor at TLG Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Bank of America, Merrill Lynch, and PNC Investments. Outside of his advisory role, he is also involved as a sole member of Strong Tower Advisors LLC and works as an Earned Value Analyst at Quest Global. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Their investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Maxwell Licary is a financial advisor at Commonwealth Financial Network with two years of industry experience. He previously worked at Strategic Wealth Management, OSAIC, Securities America, and Northwestern Mutual. Prior to his financial services career, he served six years in the Armed Forces. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

David Licary is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He is co-owner of Strategic Wealth Management and has worked at several firms including Securities America Advisors and Cetera Advisor Networks. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance, while offering access to various discretionary model portfolios and customized investment solutions.

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 worked previously at Stifel Nicolaus & Co. Inc and UBS Financial Services Inc. His current role at NewEdge Advisors began in 2026. 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 provides a variety of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Chad Demarre is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 13 years of industry experience and has worked with firms including NYLife Securities and Intandem Financial Strategies and Insurance Solutions, LLC, which he owns. Outside of advisory work, he hosts the Nimble Journey Podcast, an inspirational talk show focused on life experiences. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, often working with institutional sponsors within the New York Life affiliate structure.

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.

Jonathan Hoskins is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Seyller Financial Group, LLC and KP Counseling. Outside of his advisory role, he is also an insurance agent involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services, utilizing a platform-centered approach that incorporates models managed internally, by third parties, and by advisors.

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.

Michael Fasano is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and its related entities since 2022, previously spending six years at Associated Investment Services, Inc. He is also a partner at Mutually Focused Financial Advisors, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, including access to affiliated and third-party managers, various program structures, and ongoing client supervision.

Kelly Eickstead is a financial advisor at Edward Jones in Beloit, WI, holding the ChFC® and Series 66 designations with nine years of industry experience. She has been with Edward Jones since 2016. Outside of advising, she maintains an active Mary Kay distributorship and serves on the Finance Committee of YWCA Rock County, providing spending and investment policy guidance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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.

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.

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.

Margaret King is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. Her prior experience includes roles at Securities America Advisors, Securities America, Inc., and CBSI/LPL. She is also the president and owner of King Investment Services LLC, which provides investment, insurance, and financial planning services to the public. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client needs.