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.

Tara Rotfeld is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is the owner of TL and JL Holdings, LLC, her Edward Jones branch. 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 options. The firm is notable for its extensive retail advisor and branch network, affiliated investment capabilities, and operation under a fiduciary standard.

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.

Nicholas Ott is a financial advisor at Edward Jones in Delavan, WI, with eight years of industry experience. He holds the Series 66 designation and previously worked at BMO Harris Bank, ABC Supply, and Warhawk Alley. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Howard is a financial advisor with Edward Jones in Mukwonago, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and manages a family rental property business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory and investment strategies supported by a large national network of 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.

Eric Thomson is a CFP®-credentialed financial advisor with Edward Jones in Burlington, WI, and has 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors and more than 15,000 branches.

Randall Benedict is a financial advisor with Ameriprise in Sharon, Wisconsin, holding a Series 66 designation and 21 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of advising, he serves on the Board of Directors for the Community of Christ UMC and assists with dairy farming activities at Davis Dairy Farm. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and a combination of algorithmic and oversight processes.

Collin Broderick is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. His prior work history includes roles in various service and entrepreneurial positions, such as at Oak Ridge Country Club and Bio-Aquatic Services, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Nathaniel Brandt is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2018, following two years at Wells Fargo Clearing. Based in Burlington, WI, he provides advisory services within a large institutional firm. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Anthony Mescher is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wayne Hummer Investments L.L.C. for 11 years and with LPL Financial for 10 years before rejoining in 2025. Anthony is also involved with Wintrust Investments in connection with LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Stacy Whiteman is a CFP® with 28 years of industry experience, currently affiliated with Edward Jones since 1997. She holds a Series 63 license and is based in Elkhorn, WI. Outside of her advisory role, she owns a rental property in Salt Lake City, UT. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Amborn is a financial advisor with Merrill in Burlington, Wisconsin, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes positions at Bank of America, Operose Partners LLC, Piper Jaffray & Co., and M&I Bank. He serves as a board member of the Burlington Catholic School. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Laci Cesar is a financial advisor with Thrivent Investment Management in Burlington, WI. She holds a Series 66 credential and has been with Thrivent since 2025. Prior to joining the firm, she held roles at the University of Wisconsin-Whitewater and Kwik Trip Inc. Cesar serves as a board member of Experience Burlington Young Professionals, where she assists with event planning and business development workshops. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning analyses and allows clients to combine planning with managed-account programs while keeping services separate.

Todd Johnson is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He previously worked at Voya Financial Partners and has been with Fidelity Brokerage Services since 2019. Outside of his advisory role, he is an author of a children's book available on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and is notable for its commodity pool operator registration and advisory role to multiple registered investment companies.

Debra Cross is a financial advisor with Edward Jones in Delavan, WI, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. She has worked with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

John Schreiber is a CFP® with 49 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2017. He previously operated his own advisory firm, Schreiber Investment Advisory Services, for nine years. Schreiber also owns John Schreiber Services Inc., where he works as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach utilizing risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.

David Henningfield is a financial advisor with LPL Financial in Elkhorn, WI, holding a Series 63 license and bringing 24 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and a 21-year tenure at Chamberlain & Henningfield, CPAs, LLP. In addition to advisory work, he is involved in farming ventures as a partner in several LLCs related to agriculture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with both advisory and non-advisory financial services.

Kristen Lafranzo is a Series 66-licensed financial advisor with Thrivent Investment Management in Burlington, WI, with 11 years of industry experience. She has been with Thrivent and its related entities since 2015. Outside of her advisory role, she serves as Co-President of Music Matters, Inc., a nonprofit supporting youth music education and cultural programs in the Burlington community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Michael Meyer is a Financial Advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Meyer serves as the Investment Committee Chair for the Wisconsin Lutheran High School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based planning across various financial topics without managing assets directly under this service. The firm combines planning with managed-account options through its “WealthPlan” program while maintaining separate planning and investment management services.