Candice Baker is a financial advisor at Johnson Wealth Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has served as Vice President and Team Lead at Johnson Bank since 2014. Baker has worked at Johnson Wealth Inc. since 2017 and maintains a dual role with Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional organizations. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering services such as discretionary portfolio management and financial planning.

Joshua Zoerner is a financial advisor with Harbour Investments, Inc. He holds the ChFC® designation and has 23 years of industry experience. His prior roles include work at Securities America and MWA Financial Services, and he is the owner of Zoerner Financial. Outside of advising, Zoerner is an author of the book "20 Point System." Harbour Investments serves a broad range of clients, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, utilizing diverse investment approaches tailored to each advisor and client.

Kevin Tydrick is a financial advisor at Johnson Wealth Inc. in Racine, WI, holding the CFP® designation with one year of industry experience. He has been associated with Johnson Bank since 2015, where he serves as Vice President and Retirement Plan Services Advisor. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, and institutional entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers specialized programs such as discretionary management for 401(k) participants, including airline pilots.

Scott Rescigno is a financial advisor with Johnson Wealth Inc. in Racine, WI, holding Series 63 and Series 65 licenses and one year of industry experience. He has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Rescigno is also a full-time wealth advisor and dual employee at Johnson Bank. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in assets for high-net-worth individuals, families, trusts, foundations, not-for-profits, business and government entities, and other advisers. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis.

Michael Feldmann is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2011 before joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its planning approach.

Matthew Kenter is a financial advisor with Goldman Sachs Wealth Services in Bristol, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 12 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors and institutional clients, offering financial planning, portfolio management, and specialized executive wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions across multiple platform options.

Todd Schober is a CFP® professional with 40 years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Lion Street Advisors, Risk Strategies Co, LPL Financial, Johnson Bank, and Invest Financial Corporation. In addition to his advisory work, he assists clients with life, disability, and long-term care planning through his role at Risk Strategies Co. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers comprehensive asset management, financial planning, and consulting services, utilizing a range of investment strategies and platforms.

Michael Ramos is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, Bank of America, Merrill, and Guardian Credit Union. Outside of his advisory role, Ramos works as a DoorDash driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Joseph Herron is a CFP®-certified financial advisor with 19 years of industry experience, currently with Empower Advisory Group in Racine, WI. His work history includes roles at GWFS Equities, Inc., Transamerica Investors Securities Corporation, and Annex Wealth Management. Outside of his advisory role, he is chairman of the Prince of Peace Lutheran Church council and co-owns WoodShed Wonders, a small woodworking business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail clients. The firm delivers point-in-time financial plans and managed account solutions integrated with Empower’s administrative platforms.

Michele Randall is a CFP® professional with 30 years of industry experience. She is currently a wealth advisor at CWM, LLC and founder of Randall & Pobar, LLC, a financial services firm. Randall has previously worked with Cetera Wealth Services, Private Advisor Group, and LPL Financial. She serves on the boards of the Gateway Technical College Foundation and the Racine Community Foundation, participating in their finance and investment committees. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan services using discretionary management and a model portfolio approach governed by an in-house Investment Committee.

Brian Goode is a financial advisor with Principal Financial Services based in Franksville, Wisconsin. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. Brian is president of the Fisher Lake Chain Association in Mercer, Wisconsin, where he leads initiatives related to fishery and lake quality management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Arthur Siegel is a financial advisor at Centaurus Financial, Inc. in Kenosha, WI, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2008, alongside running Art Siegel Associates since 1988. Outside of advisory services, he is a licensed insurance agent focusing on fixed life insurance, annuities, health insurance, and long-term care. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting with a mix of discretionary and non-discretionary arrangements, employing various analytical approaches and utilizing specialized platforms such as CLASSIC Plus and FlexUMA.

Kyle Kibar is a financial advisor with Edward Jones in Kenosha, WI, holding a Series 66 designation and six years of industry experience. He worked at Lennox International from 2015 to 2019 before joining Edward Jones, where he has been since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Kletzien is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2007. 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 customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Julie Plutchak is a financial advisor with Ameriprise in Kenosha, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining Ameriprise in 2026, she worked at Johnson Bank and LPL Financial LLC from 2018 to 2026, Gateway Mortgage Corporation from 2017 to 2018, and Southport Bank from 1997 to 2017. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Stefanie Theuer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes roles at BMO Harris Financial Advisors, M&I Trust, and Cetera Investment Services. 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 and model portfolio programs, delivered by a large network of investment adviser representatives using various investment strategies.

Esther Inyang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2017 and was previously with PNC Investments LLC from 2013 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through Wealth Advisors while clients retain final decision-making authority.

Cheryl Angelini is a financial advisor with LPL Financial in Racine, WI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has held roles at Educators Credit Union, CUNA Brokerage Services, Inc., and CUSO Financial Services, L.P. Outside of her advisory work, she serves as a notary and is vice president of a home-based for-profit business called Infotech Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm combines model portfolios, third-party subadvisors, and customized strategies with extensive operational tools and a broad suite of non-advisory financial services.

Mark Nichol is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His prior work includes roles at Northwestern Mutual, Thrivent Financial, Axa Advisors, and Equitable Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and serves in advisory roles for multiple registered investment companies and model portfolios.

Benjamin Klenke is a financial advisor with Robert W. Baird & Co. in Racine, WI, holding a Series 66 credential and 11 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, manager selection, and the use of artificial intelligence in client advice.