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 a nine-year tenure at SII Investments. Outside of his advisory role, he serves as owner and president of Guist Wealth Advisors, Inc., a financial planning agency, and is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a national network of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by various model portfolios and research resources.

Jason Kamler is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. He previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Outside of his advisory role, Kamler owns Terrapin Station Holdings Inc., an investment-related business based in Janesville, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Lisa Kim is a CFP® professional with 25 years of industry experience. She is currently with LPL Financial and has prior experience at BMO Harris Financial Advisors and BMO Harris 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. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and various investment technologies.

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.

Stephen Thompson is a Series 63 licensed financial advisor at Edward Jones in Edgerton, WI, with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he rents farmland in the Edgerton area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joseph Bachmeyer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior experience includes roles at BMO Harris Financial Advisors and JPMorgan Chase Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Glen Neeley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been affiliated with Blackhawk Community Credit Union and LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and services supported by research and a variety of investment management options.

Thomas Waller is a financial advisor with Edward Jones in Janesville, WI, holding a Series 63 designation and 28 years of industry experience. He has worked at Edward Jones since 1997. Outside of his advisory role, he teaches an advanced equity class at Blackhawk Technical College and volunteers as a bartender at the Janesville Performing Arts Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of advisors and branch offices and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Carol Alt is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 34 years of industry experience. She has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Alt Tax Service Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brian Bruhn is a financial advisor at Edward Jones in Beloit, WI, holding Series 63 and Series 65 licenses with five years of industry experience. Before joining Edward Jones in 2023, he held positions at various companies including Primerica Financial Services and WW Grainger. Outside his advisory role, Bruhn co-owns Janesville Juice Bar, a local business focused on fruit and vegetable juice sales. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Holly Friel is a ChFC® and Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Edward Jones since 2013, based in Beloit, WI. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kari Gregoire is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a variety of brokerage and advisory solutions supported by research and analytics.

Amy Hume is a financial advisor with LPL Financial and holds a Series 66 designation. She has six years of industry experience, including previous roles at BMO Harris Financial Advisors and BMO Harris Bank. Outside of her advisory work, she is involved in agriculture as the owner of Triple H Arena & Equine Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various management approaches.

Rebecca Walsh is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nicole Austin is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked for 10 years. Based in Janesville, WI, she serves as president of the Green County Development Corporation and holds board positions with the Monroe School Board, Woodford Bancshares, United Way of Green County, Monroe Chamber of Commerce, and SSM Health-Wisconsin Regional Boards of Directors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses and planning delivered through a network of financial advisors. The firm’s approach separates planning services from implementation and managed accounts, and it does not manage portfolios for institutional clients.

Hannah Campbell is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Mercyhealth, Golden Years, Inspiration Ministries, Traycee Home Care Inc., and The Dari Company. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

Julie Rumage is a financial advisor at Robert Baird & Co. with 32 years of industry experience. She has been with Robert Baird & Co. since 1993. She holds the Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

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.