Bruce Melling is a CFP®, PFS™, and Series 63 credentialed advisor at Cetera with 35 years of industry experience. He has operated his own CPA firm, Bruce H. Melling Accountancy Corporation, since 2006, providing tax preparation, consulting, and IRS representation services. Melling has been with Cetera and its affiliated entities since 2004. Cetera is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform supporting various investment strategies.

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.

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.

Suzanne Rodriguez is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her career includes long tenures at Johnson Bank and INVEST Financial Corporation, as well as eight years at LPL Financial. She is also involved in referral activities with Johnson Financial Group's Trust Department. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

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.

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.

Deanna Dahl is a financial advisor with LPL Financial in Union Grove, WI, holding a Series 66 designation and six years of industry experience. She has previously worked at Ameriprise and Sheridan Lanes over the course of her career. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and innovative technologies.

Michael Morrone is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Ameriprise in Kenosha, WI since 2020. He previously worked for Ameriprise Financial Services, Inc. for 15 years. Morrone serves on the Board of Directors for the Kenosha History Center. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Teresa Chadha is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having one year of industry experience. She has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Joseph Golebiowski is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2022, he worked at Principal Life Insurance and Principal Securities Inc for a combined total of 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with diversified investment strategies and technology-driven tools.

Kira Cole is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank, JP Morgan Securities LLC, and Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

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.

William Smith is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Thrivent, he worked at Allstate for seven years. Smith serves as a board member for the Arc of Racine County, a nonprofit advocating for students with developmental and intellectual disabilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement and estate planning, with ongoing reviews but does not manage portfolios for institutional clients.