Bradley Roe is a financial advisor with Edward Jones in Burlington, WI. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Waznik Heike Group, Merchants Bank, and Geneva National. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management and a large national network of advisors and branch offices.

Troy Ackman is a financial advisor at Fidelity with nine years of industry experience. He has worked with Fidelity Investments since 2021 and previously spent four years at Edward Jones. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with additional roles in advisory services for registered investment companies and fund-of-funds.

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.

Daniel Pearce is a financial advisor with Edward Jones in Walworth, WI, holding a Series 66 designation and eight years of industry experience. He has worked with Edward Jones since 2018, with prior roles at Geneva National, MassMutual Financial Solutions Group, Lavelle Industries, and UW-Whitewater. Outside of advising, he is a part owner of the Green Bay Packers, attending annual owners meetings. 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 and operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

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.

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 at Merrill with 29 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Outside of his advisory role, he manages a family-owned real estate business, Follis Hunting Cabin LLC. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

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, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Plexus Financial Services, Lowe's, and Freedom Boat Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models implemented through third-party managers and focuses on matching clients to appropriate program models based on risk tolerance and personal information.

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 at Merrill based in Burlington, WI, with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 1999, including 13 years at Bank of America. 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. 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 14 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc, where she spent over a decade. Mengo is also involved with United Health Care in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary models and third-party strategies while supporting advisors with research and operational tools.

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.

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, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Grove Point Advisors, H. Beck, UBS Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. He is also involved in insurance sales related to equity indexed annuities, fixed annuities, long-term care, and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation methods.

Lisvet Villanueva Rosas is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2020, with prior experience at JPMorgan Chase Bank and BMO Harris. 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 searches, and customized performance reporting through a non-discretionary program. The firm combines quantitative and qualitative research in its advisory process and incorporates ESG criteria in its recommendations.