William Smith is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Thrivent, he worked at Allstate for seven years. Smith serves as a board member for the Arc of Racine County, a nonprofit advocating for students with developmental and intellectual disabilities. 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 covering topics such as retirement and estate planning, with ongoing reviews but does not manage portfolios for institutional clients.

Jamie Young is a financial advisor at OSAIC with 40 years of industry experience. He has worked at OSAIC since 2024 and previously spent nine years at Woodbury Financial Services. Young holds Series 63 and Series 66 licenses and is involved as a board member of the Kenosha Community Foundation. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and advisor-managed strategies.

Johnny Johnson Jr. is an Investment Consultant at Fidelity Investments, where he has been working since 2024. He previously served as a Planning Consultant at Fidelity Investments from 2022 to 2024. His professional background includes roles as a Financial Advisor at Thrivent Financial Services from 2020 to 2021, an Insurance Producer at THG Financial Strategies, LLC from 2018 to 2020, and a Personal Banker at JP Morgan Chase from 2003 to 2014. Johnny partners with individuals and families to develop personalized financial strategies aligned with their values and long-term objectives. He emphasizes listening, clear communication, and long-term relationship building, aiming to assist clients with retirement planning, wealth building, and navigating financial changes. Outside of his professional work, Johnny enjoys board games, family activities, fishing, football, golf, and reading.

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.

Carly Dreger is a financial advisor at Edward Jones in Mt Pleasant, WI, holding a Series 66 designation with 17 years of industry experience, all with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Macklin Larsen is a financial advisor at Edward Jones with eight years of industry experience. He has held his current role since 2018 and previously worked at i3 Group for three years. He holds a Series 66 credential. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jeffrey Szulczewski is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Grove Point Advisors, Grove Point Investments, and operates Szulczewski Financial Group. Outside of advisory work, he is a business owner of Creative Energy Solutions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using various portfolio models, third-party subadvisors, and customized strategies.

Joseph Thompson is a financial advisor at Edward Jones with 37 years of experience in the industry. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at Ameriprise Financial Services for three years and Stifel Nicolaus for twelve years. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Pascucci is a financial advisor at Edward Jones in Kenosha, WI, holding a Series 63 designation with 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 with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Viktoria Bendikova is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team and combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Darren Woodmore is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior work includes roles at J.P. Morgan Securities and BMO Bank NA. Outside of finance, he has experience with Crosskicks Fitness LLC and Nuffield Health/Fitness and Wellbeing. 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.

Christopher Lowe is a financial advisor with LPL Financial in Racine, WI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He previously worked at VOYA Financial Advisors for five years before joining LPL Financial in 2020. Outside his advisory role, Lowe serves as president of an insurance agency and acts as a fiduciary trustee managing finances for his disabled son. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and a broad range of investment strategies.

William Sparks II is a Certified Financial Planner (CFP®) with 30 years of industry experience, currently advising at Raymond James & Associates since 2016. He holds Series 63 and Series 66 licenses and is based in Kenosha, WI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Casey Sackman is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial, Casey worked at Evergreen Medical Services, Excel Ltd Inc, and Franconi Development. Outside of his advisory role, he is involved with Sackman and Son Financial Services, a business affiliated with his LPL practice. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and oversight of over $819 billion in discretionary assets.

Emily Lanham is a financial advisor with LPL Financial based in Racine, Wisconsin, holding a Series 66 designation and one year of industry experience. She has worked with Johnson Financial Group Financial Advisors and TD Auto Finance, and has been involved with Washtenaw Community College’s PowerWellness program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and extensive asset management capabilities.

Peter Cole Jr. is a financial advisor with J.P. Morgan Securities in Kenosha, WI, holding Series 63 and Series 66 designations and 21 years of industry experience. His career includes roles at Edward Jones from 2007 to 2009 and JPMorgan Chase Bank, N.A. since 2009. He has been with J.P. Morgan Securities since 2012. 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 within a non-discretionary advisory framework.

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.

John Chiappetta is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Cetera and also owns Kaizen Financial Partners. Outside of advisory work, he manages employees in a restaurant group in Kenosha, WI. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets.

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.