Joshua Hanson is a financial advisor at Osaic Wealth Inc with Series 63 and Series 65 licenses. He has been with Osaic since 2026 and has prior experience working at FedEx Corporation and Walkowicz, Boczkiewicz & Co. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Jacob Follis is a financial advisor with Merrill holding a Series 66 credential and has less than one year of industry experience. His prior work includes roles at FORM Wealth Advisors and the University of Alabama, along with positions in public works and education sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeane Schell is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC. Schell serves as a director for the South Suburban Chamber of Commerce in Oak Creek, Wisconsin. 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 advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a significant retail advisor and branch network.

Thomas Follis is a financial advisor at Merrill with 29 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Outside of his advisory role, he manages a family-owned real estate business, Follis Hunting Cabin LLC. Merrill, along with 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 investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

Deanna Dahl is a Series 66 licensed advisor with seven years of industry experience, currently serving at LPL Financial since 2026. She previously worked at Ameriprise Financial Services from 2010 to 2026 and at Sheridan Lanes from 2012 to 2019. 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, including model portfolios, third-party asset management access, and institutional platforms, supported by a large network of advisors and advanced research tools.

Julianna Rodewald is a financial advisor at Merrill based in Burlington, WI, with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 1999, including 13 years at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Schluckebier is a financial advisor with Thrivent Investment Management in Oak Creek, WI, holding Series 63 and Series 66 licenses. He has two years of industry experience, including roles at Thrivent Financial and Aptar. Outside of his advisory work, he has been involved with the Mukwonago Girls Basketball Club and the Town of Mukwonago Parks & Recreation. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate service arrangements.

Daniel Duran is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. He has been in the financial industry since 2022, including experience at BMO Harris Bank prior to joining LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elizabeth Mengo is a financial advisor with LPL Financial in Burlington, WI, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc, where she spent over a decade. Mengo is also involved with United Health Care in a non-variable insurance capacity. 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 financial planning and investment management services, utilizing both proprietary models and third-party strategies while supporting advisors with research and operational tools.

Timothy Martens is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Before joining Edward Jones, he worked at Georgia-Pacific and spent time in full-time education. He is also a football assistant coach for the Lutheran High School Association of Greater Milwaukee. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Christina Zalapi is a financial advisor with Edward Jones in Union Grove, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is involved as a distributor in the essential oils business DoTerra for personal use. 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 advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branches.

Stephanie Snyder is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked for seven years at Fidelity Title Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Brian Jansen is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and SECURITIES AMERICA, inc. He also serves on the 401(k) committee for Tri City National Bank. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Scott Herrmann is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has been with Thrivent since 2007 and holds Series 63 and Series 66 licenses. Herrmann is involved in community activities as a board member of both the Burlington Area Chamber of Commerce and Racine County United Way. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses across various planning areas. The firm provides ongoing and one-time planning engagements but does not offer discretionary portfolio management for institutional clients.

Joseph Spierenburg is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked in educational roles at several schools, including Burlington Catholic School Inc. and Catholic Central High School. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Jacob Bill is a financial advisor with LPL Financial in Greendale, WI. He holds a Series 66 designation and has 11 years of industry experience, all with LPL Financial. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

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.

Adam Rick is a financial advisor with LPL Financial based in Franklin, WI, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL Financial in 2015, he worked at RBC Capital Markets for six years and Commerce State Bank for five years. 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 access, and institutional platforms.

Brett Sikorski is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including North Shore Bank, Bank of America, Merrill, Wells Fargo, Northwestern Mutual, and US Bancorp Fund Services. He is based in Franklin, WI. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Gary Martens is a financial advisor with Edward Jones who holds a Series 63 designation and has 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. 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 strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.