Shannon Reightley is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation overseen by a dedicated consulting team.

Ashlie Myers is a financial advisor at Edward Jones in Janesville, WI, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Target from 2010 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Jessie Deaton is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations and incorporates an ESG eligibility framework.

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.

James Allan is a financial advisor at OSAIC Wealth Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Thrivent Financial. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

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 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.

Logan Ruesch is a financial advisor at Edward Jones in Ft Atkinson, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Jeffs Commercial Cleaning, Burtness, Owl, Lavelle, Northwestern Mutual, and Oconomowoc Golf Club. 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 programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

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 with OSAIC in Fort Atkinson, WI, holding Series 63 and Series 65 designations and over 35 years of industry experience. His prior work includes roles at Woodbury Financial Services Inc and Capital Financial Services, Inc. He serves as a deacon at Faith Community Church, where he assists and supports church members. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with discretionary management options and third-party manager selections.

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.

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.