David Blend is a CFP®-credentialed financial advisor with Edward Jones in Whitewater, WI, where he has worked since 2001. He has 25 years of industry experience and holds a Series 63 license. 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 large network of advisors and branch offices across the United States.

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 work includes roles at Huntington National Bank and Associated Bank. Outside of advising, he is also a notary. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by research and various portfolio strategies.

Jesse Dever is a financial advisor with Edward Jones in Janesville, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in education roles including positions at Billings Public Schools and Lake Zurich Community Unit School District 95. Outside of advising, he is part owner of Apex Event Rentals, an event and party rental business in Orfordville, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

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.

Logan Ruesch is a financial advisor at Edward Jones in Ft Atkinson, WI, holding a Series 66 designation. He has been with Edward Jones since 2024, with prior experience at firms including Northwestern Mutual and Burtness. Outside of finance, he worked at Oconomowoc Golf Club for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets with a nationwide network of more than 23,700 advisors.

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.

Timothy Brockmann is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for five years and Capital Financial Services, Inc. for fourteen years. He serves as a deacon at Faith Community Church in Fort Atkinson, Wisconsin. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services across multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a wide range of investment products.

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.

Ralph Lassa III is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has previously worked at PremierBank, Thrivent Financial, and City National Bank. In addition to his advisory role, he serves as a wealth advisor for PremierBank's wealth management and trust department, providing holistic financial and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

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.

Bruce Waller is a financial advisor with Edward Jones in Ft Atkinson, WI, holding a Series 63 designation and 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory work, he is the sole member of Waller Holdings LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

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.

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.

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.