Michael Ehlers is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously worked at MK Cellular Inc for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Julie Nachtigal is a financial advisor with Edward Jones in Fort Atkinson, WI, holding a Series 66 credential and nine years of industry experience. She has been with Edward Jones since 2016 and also operates Nachtigall Business Consulting LLC, which she founded in 2015. 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 strategies and maintains a large network of financial advisors and branch offices nationwide, with assets under management totaling approximately $1.01 trillion.

Joshua Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Whitewater, WI. He has four years of industry experience, including prior roles at myPro Realty and Lannon Stone Realty. Outside of finance, he has been involved with Brooklife Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of advisors and branches.

Kari Gregoire is a financial advisor with Wells Fargo Clearing in Janesville, WI, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is a commissioned notary public in the state of Wisconsin. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and employs diversification principles and modern portfolio theory 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 with Wells Fargo Advisors in Elkhorn, WI, holding a Series 66 designation and 20 years of industry experience. His career includes nearly two decades with Wachovia Bank, N.A. and Wells Fargo Clearing prior to joining Wells Fargo Advisors. He also owns OPIE ASSET MANAGEMENT LLC, an investment-related business based in West Bend, WI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, delivering solutions that include niche areas such as business-owner transition and special-needs planning.

Elizabeth Swart is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Her prior experience includes roles at BMO Harris Financial Advisors, BMO Harris Bank, M&I Trust, and M&I Insurance Services. She also acts as a power of attorney for her mother, dedicating time monthly to this responsibility. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

Meredith Pennewell is a financial advisor with Edward Jones in Ft Atkinson, WI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked for SouthComm Business Media, Inc for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Elizabeth Bailey is a Series 66-licensed financial advisor at Edward Jones in Janesville, WI, with six years of experience at the firm and a total of five years in the industry. Prior to joining Edward Jones, she worked at CD Smith Construction and the School District of Milton. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Michael Stade is a financial advisor with Thrivent Investment Management in Janesville, WI. He holds the Series 63 and Series 66 designations and has seven years of industry experience. Prior to his financial advisory career, he worked at Walgreens for eleven years. 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 focused on a broad range of financial topics, with clients able to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Jason Steinke is a financial advisor with Thrivent Investment Management in Janesville, WI, holding a Series 66 designation and six years of industry experience. He has been with Thrivent and its affiliated entities since 2020. Outside of his advisory role, Steinke serves as president and ministry leader of Come Forth Ministries Inc., where he delivers messages and leads worship events for the community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written planning recommendations across a wide range of financial topics. The firm’s service model separates planning from implementation and allows clients to combine planning with managed-account programs under a consolidated billing option.

Christopher Nevermann is a financial advisor at Edward Jones in Fort Atkinson, WI, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 offers a range of advisory strategies, affiliated mutual funds, and other financial services through a nationwide network of over 23,700 advisors.

Nicholas Ott is a financial advisor at Edward Jones in Delavan, WI, with eight years of industry experience. He holds the Series 66 designation and previously worked at BMO Harris Bank, ABC Supply, and Warhawk Alley. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Derek Henze is a Series 66 credentialed financial advisor with Edward Jones, based in Milton, WI, and has 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors.

Alister Huss is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Principal Advised Services, Principal Securities INC, and Principal Life Insurance Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Lisa Mccue is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 20 years of industry experience. She has worked at Cetera since 2011 and concurrently serves as a personal banking officer at First Community Bank, where she manages deposit services and supervises staff without involvement in investment decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and emphasizes scale, with over 10,000 advisors and $256 billion in assets under management.

Heather Stelzer is a financial advisor with Edward Jones in Whitewater, WI, holding a Series 66 designation and six years of industry experience. Her prior work experience includes roles at Wildtree Holdings LLC, Wisconsin Lutheran College, University of Wisconsin - Madison, Nuskin, and Wildtree Herbs Inc. 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 strategies supported by a nationwide network of more than 23,000 financial advisors.

Erik Bunderson is a financial advisor with LPL Financial in Janesville, WI, holding a Series 66 designation and 11 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. and BMO Harris Bank. Outside of his advisory role, he operates a small business buying and selling sports cards. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.