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.

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.

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.

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.

Joseph Deciccio is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2021. He previously served at Inspiration Ministries and Shepherds College. Deciccio is also a board director for Habitat for Humanity, where he assists with recruitment, fundraising, and strategic planning for home builds. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Dennis Opie is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2006. Opie also owns and operates Opie Asset Management LLC, an investment-related business in West Bend, WI. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning options including retirement, education, and niche services, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

Joel Hermann is a financial advisor with Thrivent Investment Management in Delavan, Wisconsin, holding the Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Thrivent and its affiliated firm Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he serves as the president of the board for St. Mark Lutheran School, a K-8 institution. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers various topics including retirement, tax, estate, and special needs planning, while maintaining separation between planning and managed-account services.

Eric Rabe is a Series 66-credentialed advisor at Thrivent Investment Management with no prior industry experience. His work history includes roles at Wintrust Mortgage, Johnson Financial Group, and GMR Marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses across various financial planning topics without implementation of recommendations. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

Brianne Mosbach is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 18 years of industry experience. She previously spent 17 years with Northwestern Mutual Investment Management before joining LPL Financial in 2020. Her other business activities include roles related to investment and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, third-party research, and technology-driven investment strategies.

Nicholas Ott is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. His prior experience includes roles at BMO Harris Bank, ABC Supply, and Warhawk Alley. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Megan Kirchner is a financial advisor at Edward Jones in Harvard, Illinois, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at GoLeadingIT, Inc., RIVS, Inc., and Follett School Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Sheila Broderick is a financial advisor with Edward Jones in Lake Geneva, WI. She holds a Series 63 designation and has 27 years of industry experience, including 24 years with Edward Jones. 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 under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Daniel Maus is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as a trustee of a trust that owns LIBERTY 1789 LLC, a website based in Fontana, WI. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Stacy Whiteman is a CFP® with 28 years of industry experience, currently affiliated with Edward Jones since 1997. She holds a Series 63 license and is based in Elkhorn, WI. Outside of her advisory role, she owns a rental property in Salt Lake City, UT. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bryce Skelton is a financial advisor with Edward Jones holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at State Farm for two years and spent four years at Dominican University. He serves as a board member for Deserving Rides in Delavan, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Debra Cross is a financial advisor with Edward Jones in Delavan, WI, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. She has worked with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

David Henningfield is a financial advisor with LPL Financial in Elkhorn, WI, holding a Series 63 license and possessing 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks LLC and was a partner at Chamberlain & Henningfield, CPAs, LLP for over two decades. Henningfield is also involved in farming ventures and operates Henningfield & Associates LLC, providing CPA services including auditing, tax planning, and bookkeeping. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios.

Alyssa Erickson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of experience at LPL and ten years at Exemplar Financial Network. She operates out of Walworth, Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.