Liset Acosta is a financial advisor at Edward Jones with 14 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Northwestern Mutual Life Insurance Company, Principal Securities Inc., and Robert W. Baird & Co. Outside of finance, she was involved with LV Energy Healing. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, and manages over $1 trillion in assets through a large nationwide network of advisors.

Richard Casciaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Grove Point Advisors, H. Beck, UBS Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. He is also involved in insurance sales related to equity indexed annuities, fixed annuities, long-term care, and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation methods.

Lisvet Villanueva Rosas is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2020, with prior experience at JPMorgan Chase Bank and BMO Harris. 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 searches, and customized performance reporting through a non-discretionary program. The firm combines quantitative and qualitative research in its advisory process and incorporates ESG criteria in its recommendations.

Michael Pascucci is a financial advisor with Edward Jones in Burlington, WI, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, he worked at PharMEDium, Catalyst Exhibits, Iguana Wana, the University of Wisconsin-Parkside, and Fis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and tax-efficient services, with approximately $1.01 trillion in assets under management.

James Griggs is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2013, including time at AXA Advisors prior to its rebranding. Outside of his advisory role, he is involved in outside insurance sales through his business Griggs and Griggs. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary and third-party advisory solutions delivered through a network of Investment Adviser Representatives.

Leah Koehnke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She previously worked at BMO Harris Financial Advisors, Inc. for seven years before joining LPL Financial in 2021. In addition to her advisory role, she serves as a consultant for LifeVantage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 a large network of investment adviser representatives.

Patricia Robertson is a CFP® with 39 years of experience in the financial services industry. She has worked at Cetera and its affiliate entities since 2021 and was previously with VOYA Financial Advisors from 2014 to 2021. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers through various program structures.

Dennis Opie is a financial advisor with Wells Fargo Advisors in Elkhorn, WI, holding a Series 66 designation and 20 years of industry experience. His career includes nearly two decades with Wachovia Bank, N.A. and Wells Fargo Clearing prior to joining Wells Fargo Advisors. He also owns OPIE ASSET MANAGEMENT LLC, an investment-related business based in West Bend, WI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, delivering solutions that include niche areas such as business-owner transition and special-needs planning.

Matthew Giese is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and previously worked at Next Financial Group, Inc., US Bank, and Great Lakes Senior Living. He serves on the finance committee of a nonprofit board for the Village of Waterford, WI. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Robert Bailey is a Senior Financial Advisor at Merrill Lynch Wealth Management with nine years of experience in financial markets, specializing in global macro perspectives and individual security selection. His expertise encompasses mutual funds, stocks, bonds, ETFs, annuities, and cash options. He focuses on retirement plan creation and administration, delivering personalized wealth management strategies tailored to clients' life priorities and goals. Raised in Burlington and now based in Genoa City, Wisconsin, Robert earned a Bachelor of Arts in Economics from the University of Wisconsin System in 2010. He has worked at various financial institutions including Vanguard in Scottsdale, Arizona, and Northwestern Mutual, where he concentrated on inheritance and required minimum distributions before becoming a solo advisor with Edward Jones. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robert serves as Vice President of the Genoa City Lions Club and actively participates in community service projects. Outside of his professional commitments, he enjoys golfing, snowboarding, gardening, woodworking, 3D printing, and spending time with his family and their dog, Murica.

James Jakscht is a financial advisor with Edward Jones in East Troy, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a caregiver for a disabled child. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branches.

Gustavo Sanchez is a financial advisor with LPL Financial in Burlington, WI, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at PNC Investments, PNC Bank, Fifth Third Securities, and Fifth Third Bank. Outside of his advisory work, he is employed as a shipping specialist at UPS. 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 services including financial planning, managed portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology across its large network of advisors.

Brian Gregg is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, following prior roles at BMO Harris Financial Advisors, Amcore Investment Services, and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research in its due diligence process and offers investment recommendations that may include ESG considerations.

Dean Anderson is a financial advisor at Edward Jones with 40 years of industry experience. He has held his current role since 2000 and holds Series 63 and Series 65 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Clay Brandt is a CFP®-designated financial advisor with 35 years of industry experience, currently with Raymond James & Associates since 2018. He previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, Brandt serves as a committee member for the Burlington City Park Board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Melissa Fry is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and its affiliates since 2022 and previously spent over two decades as an occupational therapist at Advocate Aurora Healthcare. In addition to her advisory role, she continues to provide outpatient occupational therapy services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Nicole Nickel is an advisor at LPL Financial with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Next Financial Group, Kohler Co, Interactive Resources, BMO Harris Bank NA, and Associated Bank Corp. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,900 advisors.

Richard Topf is a financial advisor with Edward Jones in Twin Lakes, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a member of SOURCE TO SUMMIT LLC, a business consulting firm, and serves as a trustee for the Round Lake Park Police Pension Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

David Flynn is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and worked at Signator Investors, Inc. JHFN for 23 years before joining OSAIC in 2018. Outside of his advisory role, he is involved in insurance brokerage activities, including serving as president of a private insurance business that generates mainly passive income. OSAIC Wealth serves a diverse range of retail and institutional clients through a large multi-advisor platform offering brokerage and advisory services across various programs including financial planning, unified managed accounts, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by advanced risk assessment tools and multiple custodial and legacy program arrangements.

Sheila Broderick is a financial advisor with Edward Jones in Lake Geneva, WI. She holds a Series 63 designation and has 27 years of industry experience, including 24 years with Edward Jones. 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 through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.