Jeffrey Hottinger II is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Creative Planning, LLC and has previously worked at GWFS Equities, Core Staff, Hogan Financial, and Dynamic Ratings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, along with diverse portfolio management options and private market access.

Curtis Edmark is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Centaurus Financial since 2017 and Pioneer Financial Group since 1991. Outside of his advisory role, he is involved in insurance sales, focusing on annuity recommendations and client engagement through public meetings. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts, utilizing a combination of discretionary and non-discretionary arrangements.

Michele Randall is a CFP® with 30 years of industry experience, currently affiliated with Carson Wealth. She previously worked at Robert Baird & Co. and has been involved with Randall & Pobar, LLC since 2012, where she is the founder and wealth advisor. Randall serves on the boards of the Gateway Technical College Foundation and the Racine Community Foundation, contributing to their finance and investment committees. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers comprehensive services including discretionary asset management and financial planning, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

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.

Jon Frederickson is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including roles at PRUCO Securities and Park Avenue Securities. Guardian Life’s Park Avenue® Wealth Management, where Frederickson practices, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with brokerage and advisory services. The firm blends advisor-led discretionary management and model-based strategies, offering tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.

Karen McMahon is a financial advisor at Edward Jones with 25 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Northwestern Mutual Life Insurance Company for 15 years. In addition to her advisory role, she has worked as an independent sales consultant for Mary Kay Cosmetics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors.

Patricia Loris is a financial advisor with LPL Financial based in Waterford, WI, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Securities America Advisors and Securian Financial 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research and technology tools.

David Kutschenreuter is a CFP® and ChFC® with 23 years of experience in financial services. He currently serves as an advisor at OSAIC, where he has worked since 2018, following four years at Signator Investors Inc. In addition to his role at OSAIC, he is involved in managing his own firm, Kutschenreuter Financial Services, which focuses on sales and marketing of securities, investment advisory, insurance, and property and casualty insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services with a model-based investment approach that incorporates portfolio optimization, risk assessment, and multiple management strategies.

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 Series 66-licensed financial advisor with Cetera, based in Muskego, WI, and has five years of industry experience. Prior to joining Cetera in 2025, he worked at Corporate Central Credit Union and Concourse Financial Group Securities Inc. Outside of his advisory role, he is president of a tax preparation and bookkeeping business and holds power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporations, and institutions. The firm provides access to multiple investment program structures and third-party managers through a nationwide network of over 10,000 advisors.

Stefanie Theuer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes roles at BMO Harris Financial Advisors, Inc., BMO HARRIS Bank, and M & I Trust. 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 advisory and brokerage services utilizing model portfolios, third-party asset managers, and customized strategies.

Esther Inyang is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including PNC Investments LLC, U.S. Bancorp Investments, Inc., and M&I Financial Advisors, Inc. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. 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 and qualitative research with a forward-looking investment approach and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Patrick Mc Guinnis is a CFA® charterholder and financial advisor with Cetera, based in South Milwaukee, WI. He has four years of industry experience, including prior roles at Avantax and Wells Fargo Asset Management. Outside of advisory work, he is a flight instructor teaching fundamentals to new students. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, employing a multi-manager platform with access to affiliated and third-party investment strategies.

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 bringing 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc., Packerland Brokerage Services, Inc., and New England Securities. Outside of his advisory role, he has operated as a financial aid consultant through Iron Board Financial LLC and worked as an Uber driver. 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 access to third-party asset management, leveraging both proprietary research and technology to support its network of over 22,800 advisors.

Laura Wilcox is a CFP® professional with 29 years of experience in the financial services industry. She is currently with Cambridge Investment Research Advisors, where she has worked since 2011, and she also leads the Financial Planning Center for Women. Wilcox provides pro bono financial education to community groups and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Cheryl Angelini is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, having worked previously at CUNA Brokerage Services, Inc. and Educators Credit Union, where she continues to serve as a program assistant. She also serves as a notary. 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 range of financial planning and investment management solutions, utilizing both in-house and third-party strategies across discretionary and non-discretionary accounts.

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.