F. Covey is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management in Chicago. He specializes in liquidity management, managing new wealth, and portfolio management services, providing strategic guidance to clients as part of the firm's enhanced advisory platform. Covey began his career in private wealth management in 1999 at Lehman Brothers alongside his current business partners. He subsequently worked with UBS Private Wealth Management starting in 2007 before joining Merrill. Prior to his wealth management career, he was employed at Ernst & Young in their Tax and Audit Group as a Certified Public Accountant and later worked with Diversified Financial Management Corp., supporting accounting and tax compliance for entities owned by the Pritzker Family Business Interests. Covey leads the team’s “Virtual Family Office,” focusing on asset allocation and manager due diligence. He earned a Bachelor of Science in Business Administration in Accounting from John Carroll University. Covey is involved in several civic and charitable organizations, including serving as past president of the Union League Club of Chicago, trustee of the Union League Club's Boys and Girls Clubs, and director roles on the boards of John Carroll University and the Western Golf Association/Evans Scholars Foundation. His personal interests include golfing, hunting, and traveling.

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.

Diane Nopenz is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2015. Outside of her advisory role, she serves on the board of Side by Side, a nonprofit that provides emergency financial assistance to working poor families in the Lake Geneva area. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not involve discretionary trading authority for planning engagements.

Aaron Spitzner is a CFP® certificant affiliated with LPL Financial, with 13 years of experience in the financial advisory industry. His prior roles include positions at Creative Planning, Kowal Investment Group, Mutual Securities, Raymond James Financial Services, and BMO Investment Distributors. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party research, and various investment strategies.

Jacob Follis is a financial advisor with Merrill holding a Series 66 credential and has less than one year of industry experience. His prior work includes roles at FORM Wealth Advisors and the University of Alabama, along with positions in public works and education sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Follis is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. He has worked at Merrill since 1997 and at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a manager of a family-held real estate ownership group called Follis Hunting Cabin LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Conrad Bloom is a financial advisor with Equitable Advisors based in Twin Lakes, WI. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at John Griggs and Plexus Financial Services, as well as positions outside the financial sector. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple external asset managers and offering both advisory and brokerage channels.

Steven Lois is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory work, Lois serves as Past President of the Geneva Lakes Family YMCA board and is a board member of the Geneva Lake Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Julianna Rodewald is a financial advisor with Merrill in Burlington, Wisconsin, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at Merrill since 1999 and has been with Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Mengo is a financial advisor with LPL Financial in Burlington, WI, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. Prior to joining LPL Financial in 2022, she spent over a decade at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. There are no notable outside activities reported. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research from various sources and advanced technologies.

Christina Zalapi is a financial advisor with Edward Jones in Union Grove, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is involved as a distributor in the essential oils business DoTerra for personal use. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branches.

Stephanie Snyder is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked for seven years at Fidelity Title Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Sara Putz is a financial advisor with LPL Financial in Salem, WI, holding Series 63 and Series 66 designations and 14 years of industry experience. Her previous roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Community State Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 options, supported by research and model portfolios.

Scott Herrmann is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has been with Thrivent since 2007 and holds Series 63 and Series 66 licenses. Herrmann is involved in community activities as a board member of both the Burlington Area Chamber of Commerce and Racine County United Way. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses across various planning areas. The firm provides ongoing and one-time planning engagements but does not offer discretionary portfolio management for institutional clients.

Grant Seitz is a financial advisor with Edward Jones in Lake Geneva, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Action Power Sports for one year and spent eleven years with Arbor Images Inc. 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, offering a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Richard Casciaro is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations. He has 26 years of industry experience, including prior roles at H. Beck, Inc. and Grove Point Advisors, LLC. Casciaro also engages in insurance sales involving equity indexed annuities, fixed annuities, long-term care, and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven investment strategies.

Lisvet Villanueva Rosas is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 credentials and has worked at J.P. Morgan Securities since 2020, after two years at BMO Harris. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Michael Pascucci is a financial advisor with Edward Jones in Burlington, WI, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, he worked at PharMEDium, Catalyst Exhibits, Iguana Wana, the University of Wisconsin-Parkside, and Fis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and tax-efficient services, with approximately $1.01 trillion in assets under management.

James Griggs is a financial advisor with Equitable Advisors in Twin Lakes, WI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Equitable Advisors since 2013 and previously at Axa Advisors, LLC. Outside of his advisory role, he is involved in life settlements through a separate business activity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management access via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.