Mark Peiffer is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones for seven years before joining LPL Financial, where he has been since 2023. Peiffer also operates Peiffer Financial Services, LLC, a tax and investment-related business that is not investment advisory in nature. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Margaret King is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors, CBSI/LPL, Edward Jones, and Invest Financial Corporation. King is also president and owner of King Investment Services LLC, which offers investment, insurance, and financial planning services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm provides brokerage and advisory services featuring model-based asset allocation and portfolio optimization, as well as a range of investment programs and third-party manager options.

Jessie Deaton is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2016. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations and incorporates an ESG eligibility framework.

John Wong is a CFP® with 34 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at BMO Harris Financial Advisors and BMO Harris Bank. He serves on the finance committee of Beloit Health Systems, overseeing budget, portfolio, and manager performance. 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 investment options, such as insurance-related vehicles and bank deposit sweep programs.

Daniel Winter is a financial advisor with Equitable Advisors in Beloit, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Equitable Advisors since 2000 and previously spent 12 years with Mid States Concrete Industries. Outside of his advisory role, Winter serves on the boards of the Community Foundation of Southern Wisconsin and Camp Manito-Wish YMCA, and is involved with the 4th of July Fun Run community event. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models and third-party sponsored programs, serving clients through Investment Adviser Representatives and credentialed fiduciaries.

Joshua Lock is a financial advisor with LPL Financial in Beloit, WI, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at Thrivent Financial and Advia Credit Union. Outside of advisory work, he was involved with JL Handcraft for four years. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Scott Englehart is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, Englehart is a singer in a local performing band called Rock5ive and serves as a business administrator for SLE Services Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shandra Thomas is a financial advisor with LPL Financial based in Beloit, WI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2021, she worked at BMO Harris Bank NA for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Brittany Metz is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 credential and nine years of industry experience. She has been with Raymond James since 2017 and previously worked at Scentsy for two years. Outside of her advisory role, she is involved as a registered associate and chief operating officer at Montgomery Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a variety of advisory programs and specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Elizabeth Bergmann is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2008. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlay services.

Joshua Greene is a financial advisor with LPL Financial in Janesville, WI, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Huntington National Bank and Associated Bank. He is also a notary and operates Blackhawk Wealth Management Services as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Frederick Guist is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, following nine years at Sii Investments and two years at Ameritas Investment Company, LLC. Outside of his advisory role, he serves as owner and president of Guist Wealth Advisors, Inc., a financial planning agency, and is also a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a diverse client base including individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jason Kamler is a CFP®-certified financial advisor with 19 years of industry experience, currently with Wells Fargo Advisors since 2021. He previously worked at Wells Fargo Clearing from 2016 to 2021. Outside of advisory work, he owns and operates Terrapin Station Holdings Inc., an investment-related business based in Janesville, WI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers planning in areas including retirement, education, and business-owner transition, combining proprietary research and planning tools to deliver tailored recommendations.

Lisa Kim is a CFP®-certified financial advisor with 26 years of industry experience. She currently works at LPL Financial and previously served at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Laura Peterson is a financial advisor with Robert W. Baird & Co. in Janesville, WI, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Agrecol and the Rotary Botanical Gardens. Laura is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing manager- and model-traded strategies along with internal research and tools, including artificial intelligence, to support client advice.

Jonathan Urish is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and previously worked at Beloit College for 25 years. Outside of his advisory role, he serves as an election official and is a board member of Friends of Riverfront in Beloit, as well as a director of The Catapult Foundation, which supports data fluency initiatives for under-resourced youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options through its WealthPlan service while maintaining separate relationships for planning and asset management.

Jose Perez is a financial advisor at Edward Jones in Janesville, WI, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ronald Montgomery is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2016 and also owns Montgomery Financial Services LLC. Outside of his advisory role, he owns and manages Montgomery Property Management, LLC in Rockton, Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm utilizes tailored, non-discretionary planning and risk profiling tools to guide client decisions and supports specialized municipal and employer-based retirement plan consulting.

Joseph Bachmeyer is a financial advisor with LPL Financial in Janesville, WI, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at BMO Harris Financial Advisors and JPMorgan Chase Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Holly Muth is a Series 66-licensed financial advisor with Edward Jones in Roscoe, IL, where she has worked for 16 years. She is co-owner of Scott D Muth LLC, a rental business, and has participated in election administration and poll work in Beloit, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.