Pietro Cimino is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Morgan Stanley. Outside of his advisory role, he is involved with Cimino & Associates Inc., a home-based business entity for tax and investment purposes. Wealth Enhancement Advisory Services provides financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Jonathan Hoskins is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Seyller Financial Group, LLC and KP Counseling. Outside of his advisory role, he is also an insurance agent involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services, utilizing a platform-centered approach that incorporates models managed internally, by third parties, and by advisors.

Elton Rodriguez is a financial advisor with Wells Fargo Clearing based in Janesville, WI. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he is a part-owner of Performance AI, a non-investment business, and passively owns a YouTube channel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Michael Fasano is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and its related entities since 2022, previously spending six years at Associated Investment Services, Inc. He is also a partner at Mutually Focused Financial Advisors, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, including access to affiliated and third-party managers, various program structures, and ongoing client supervision.

Kelly Eickstead is a financial advisor at Edward Jones in Beloit, WI, holding the ChFC® and Series 66 designations with nine years of industry experience. She has been with Edward Jones since 2016. Outside of advising, she maintains an active Mary Kay distributorship and serves on the Finance Committee of YWCA Rock County, providing spending and investment policy guidance. 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 and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Richard Braun is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds the CFP® and ChFC® designations and has been with Robert W. Baird since 2014. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Joseph Valentine is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with several affiliated entities of Avantax and Cetera since 2012 and also serves as a tax preparer through ALT Tax & Financial Services, Inc. in Janesville, WI. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a variety of program structures and third-party managers.

Eric Thornburg is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Renee Kellogg is a Series 66-licensed financial advisor at Wells Fargo Advisors with 12 years of industry experience. She has held positions at Wells Fargo Clearing Services LLC and BMO Harris Financial Advisors and Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Michael Kellner is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments, J.P. Morgan Securities LLC, Johnson Wealth Inc, LPL Financial, Wells Fargo, and BMO Harris Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Thomas Pendell is a financial advisor with Cetera, holding a Series 66 designation. He has one year of industry experience, including prior roles at Hallman Lindsay Paints, Aryv, Inc, and Baker Tilly. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a diverse multi-manager platform.

Brad Harte is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Shannon Reightley is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation overseen by a dedicated consulting team.

Daniel Pearce is a financial advisor with Edward Jones in Walworth, WI, holding a Series 66 designation and eight years of industry experience. He has worked with Edward Jones since 2018, with prior roles at Geneva National, MassMutual Financial Solutions Group, Lavelle Industries, and UW-Whitewater. Outside of advising, he is a part owner of the Green Bay Packers, attending annual owners meetings. 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 operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Margaret King is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. Her prior experience includes roles at Securities America Advisors, Securities America, Inc., and CBSI/LPL. She is also the president and owner of King Investment Services LLC, which provides investment, insurance, and financial planning services to the public. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client needs.

Jessie Deaton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining LPL Financial, he worked with ADVIA Credit Union and Thrivent Financial and has a background that includes entrepreneurial experience with JL Handcraft. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, 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.