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.

Jeffrey Hottinger II is a CFP®-designated financial advisor at Creative Planning with nine years of industry experience. He previously worked at GWFS Equities for seven years and has held roles at several other firms including Core Staff, Hogan Financial, and Dynamic Ratings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focusing on low-cost indexing and buy-and-hold strategies, alongside access to private market investments and institutional services.

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.

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.

Grant Peyron is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and also serves as a financial strategist at Corporate Central Credit Union since 2021. Outside of his advisory roles, he is involved in multiple financial service activities, including working with SimpliCD and QuantyPhi platforms. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform that supports discretionary and non-discretionary strategies across multiple program and custodial structures.

Stefanie Theuer is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. She has worked at LPL Financial since 2021 and has a long tenure with BMO Harris Financial Advisors, Inc., BMO Harris Bank, and affiliated entities dating back to 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and managed portfolio options supported by proprietary and third-party research.

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.

Patrick Mc Guinnis is a CFA® charterholder and holds Series 63, 65, and 66 licenses. He has four years of industry experience, currently serving at Cetera since 2025. His prior roles include positions at Avantax Advisory Services and Wells Fargo Asset Management. Outside of finance, he provides flight instruction and manages a bookkeeping business. Cetera Investment Advisers LLC serves a broad client base, including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of investment management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform featuring both affiliated and third-party investment options.

Daniel Mares is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at BMO Bank, N.A. for six years and held positions at Local Job Network and Chase Bank, N.A. He serves as a board member of the Riverview Pointe Home Owners Association, overseeing monthly operations and contract negotiations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary advisory solutions under a fiduciary standard.

James Hyndman IV is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2018 and previously worked at SII Investments, Inc. from 2013 to 2018. Outside of his advisory role, he provides financial aid consulting through Iron Board Financial LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

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 worked with CUSO Financial Services and Educators Credit Union, where she currently serves as a program assistant. Angelini is also a notary and has a role as vice president in a home-based for-profit business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, leveraging research from LPL Research and third-party subadvisors.

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.

Dan O'heron is a financial advisor with Edward Jones in South Milwaukee, WI. He holds Series 63 and Series 66 credentials and has 13 years of industry experience, including 10 years with Edward Jones. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

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.

Darren Dewing is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has two years of industry experience, including prior roles at Associated Bank and Rinka Architecture. Dewing is a limited partner in a limited liability company focused on constructing and operating a residential apartment complex in Oak Creek, WI. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Farrah Stephan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank and Bank One, Wisconsin, since 2010 and 1995 respectively. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Timothy Cerny is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes extensive tenure at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust Company, where he has held various roles since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing research from multiple sources and providing both discretionary and non-discretionary portfolio management.