Maxwell Campbell is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and currently based in Lake Geneva, WI. He joined Beacon Pointe in 2025 and has previous experience with Voyager Wealth Management, Lucida Tax & Accounting Solutions, and various roles in accounting, education, and retail. Outside of financial advising, his background includes work in tax and accounting services as well as community involvement with Wildwood Park District. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes, and offers proprietary private funds alongside institutional-grade reporting and analytics.

Gregory Hilgenberg is a financial advisor at PNC Wealth Management with 18 years of industry experience. He has been with PNC since 2010 and holds Series 63 and Series 66 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Mark De Merritt is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Hornor Townsend And Kent, Inc. since 2005. Outside of advisory services, he is also involved in life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing over $8 billion in discretionary assets and offering both discretionary and non-discretionary account options.

August Negele is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked in real estate-related positions, including as a data analyst for Keller Williams North Shore West. 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 that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Laura White is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial and its affiliates since 2019. Prior to her financial services career, she was employed in education at Guilford County Schools for ten years and has experience in fitness-related roles. 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 financial planning across a wide range of topics, delivering written recommendations without discretionary trading authority or institutional portfolio management.

Heather Cortez is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Old National Bank, First Midwest Bank, and Chase Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Timothy Gutierrez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and was previously employed at JPMorgan Chase Bank, N.A. from 2009 to 2017. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Gary Skinner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. In addition to his advisory role, he is an independent distributor for Reliv International, a home-based network marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated products supported by a large network of advisors and branch offices nationwide.

Joseph Acquafredda is a financial advisor with LPL Financial based in Lake Geneva, WI. He holds Series 63 and Series 65 licenses and has five years of industry experience. His previous work includes roles at BMO Bank NA, First Citizens Bank, and BMO Harris 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 advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options and access to research from LPL and third-party subadvisors.

Steven Van Dusen is a financial advisor with Edward Jones in Spring Grove, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at BMO Harris Bank and as a self-employed consultant. Outside of his advisory work, he owns and manages a three-unit rental property in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

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.

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.

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.

Jefferson Batt is a CFP® professional with over 22 years of industry experience currently affiliated with Cetera. He has held roles at Cetera and VOYA Financial Advisors and is the president of Batt Financial Group, Inc., a financial services firm he has led since 2013. Batt also serves as a board advisor for IncubatEDU, a charitable organization supporting student entrepreneurship through strategic mentorship. Cetera Investment Advisers LLC operates a multi-manager platform providing portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm supports a large network of independent advisors and offers a range of investment program structures, including discretionary and non-discretionary strategies.

Christopher Byers is a financial advisor with LPL Financial in McHenry, IL, holding a Series 66 designation and five years of industry experience. Prior to his current role starting in 2018, his work history includes positions outside the financial sector. He is also associated with Shady Dragon LLC, a non-investment-related business based in McHenry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from various providers.

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.