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.

Pamela Reed is a financial advisor with Primerica Advisors in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked at PFS Investments Inc. since 2015 and was previously with AIM Distribution from 2012 to 2022. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

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.

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.

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 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.

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 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.

Glen Neeley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at LPL Financial and Blackhawk Community Credit Union since 2012 and spent one year at Chase Investment Services Corp. He is also involved in Blackhawk Wealth Management Services, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad range of advisory and brokerage services.

Thomas Waller is a financial advisor with Edward Jones in Janesville, WI, holding a Series 63 credential and 29 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he instructs 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, including pension plans and charitable organizations. The firm manages over $1 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.

Carol Alt is a financial advisor with Cetera who holds the Series 63 and Series 65 credentials and has 35 years of industry experience. Her prior work includes roles at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. She previously operated Alt Tax Service Inc and Accurate Tax & Accounting Ltd. Outside of her advisory work, she manages property maintenance and related tasks for Carol J Alt & Dennis C Alt Rental. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

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.

Mark Heffel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes over a decade at Cetera Investment Services LLC and First National Bank, as well as a recent role at Marquette Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Holly Friel is a financial advisor at Edward Jones with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Holly previously worked at BMO Harris Financial Advisors, Inc. from 2011 to 2013 and has been with Edward Jones since 2009. 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 strategies, supported by a large network of financial advisors and branch offices across the country.