Jessie Deaton is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

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 at Equitable Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Equitable Advisors since 2000. Prior to that, he spent 12 years at Mid States Concrete Industries. Winter serves on the boards of the Community Foundation of Southern Wisconsin, Camp Manito-Wish YMCA, and the 4th of July Fun Run. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Joshua Lock is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Thrivent Financial and Advia Credit Union. Outside of his advisory work, he was involved in JL Handcraft for four years. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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.

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.

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.

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, 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.

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.

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.

Angela Isler is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets under management.

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.

Julie Tesluk is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Prairie Hill Elementary School District #133 for nine years. Tesluk has an interest in financial investments through her involvement with Jones Financial Companies, L.L.L.P. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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.