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.

David Henningfield is a financial advisor with LPL Financial in Elkhorn, WI, holding a Series 63 license and possessing 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks LLC and was a partner at Chamberlain & Henningfield, CPAs, LLP for over two decades. Henningfield is also involved in farming ventures and operates Henningfield & Associates LLC, providing CPA services including auditing, tax planning, and bookkeeping. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios.

Megan Mc Carthy Cline is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2020 and previously spent 14 years at Blain Supply, Inc. Edward Jones is a full-service wealth management firm serving over four million individuals and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other financial services through a nationwide network of more than 23,700 advisors.

Susan Foley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial LLC and First Citizens State Bank since 2016. She serves as the church council secretary for Covenant Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring a variety of portfolio management options, financial planning, and consulting services, with more than $256 billion in assets under management.

Cari Henning is a financial advisor with Edward Jones in Milton, WI, holding Series 63 and Series 65 designations and having 22 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services supported by a network of approximately 23,701 advisors and 15,121 branches. The firm provides discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Kevin Giammalva is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. He is also a managing partner at Brockmann Financial, where he oversees the advisory practice. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms.

Benjamin Robers is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in education with the Elkhorn Area School District, Salem School District, Lawrence University, and Minot State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Sinan Asani is a CFP® and ChFC® with 14 years of industry experience. He is currently affiliated with LPL Financial and previously spent 12 years at Edward Jones. Sinan maintains an additional business entity for non-investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research resources.

Joshua Duesterbeck is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Thrivent since 2014. Duesterbeck serves as Vice President of the council at Our Redeemer Lutheran Church with School, where he participates in governance and strategic decision-making. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial planning recommendations without discretionary portfolio management. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account programs while keeping these services distinct.

Anne Schumacher is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Direct Supply for six years and has held positions at the University of Wisconsin La Crosse and Kwik Trip. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Quamme is a financial advisor at Edward Jones in Whitewater, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for the University of Wisconsin-Whitewater for 11 years. Outside of his advisory role, he umpires high school baseball games in Stevens Point, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options.

Thomas Lindell is a financial advisor with Edward Jones in Janesville, WI, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He worked at Invest Financial from 2013 to 2017 before joining Edward Jones in 2017. 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, operating under a fiduciary standard.

Jarod Schut is a financial advisor with Cetera who holds the CFP® designation and has 11 years of industry experience. He has worked with Cetera since 2017 and previously held roles at AXA Advisors, LLC and First National Bank & Trust. Schut also serves as an adjunct professor at Beloit College, teaching a personal finance course. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of advisors.

Robert Entwistle Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 qualification and previously worked at Edward Jones for seven years. Outside of his advisory role, he is involved with OWG Financial Advisors, which operates as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Stacey Wiedenmeier is a financial advisor with Wells Fargo Advisors in Janesville, WI, holding Series 63 and Series 66 designations and having 10 years of industry experience. Prior to her current role with Wells Fargo Advisors Financial Network, she worked at Wells Fargo Clearing Services LLC and BMO Harris. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas like business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Matthew Malvitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Edward Jones for six years and at Northwestern Mutual Investment Services and Northwestern Mutual Life for two years each. Outside of his advisory career, he owns Mattys Golf Club Repair LLC, a business he has operated since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology across discretionary and non-discretionary management approaches.

Callahan Tully is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2021, following prior roles at Equitable Advisors and positions with the City of Burlington and the University of Wisconsin-La Crosse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

J. Wehmeier is a financial advisor with Equitable Advisors in Elkhorn, WI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Equitable Advisors since 2008, previously affiliated with AXA Advisors. Outside of his advisory role, he is involved in community organizations including the Elkhorn Chamber of Commerce, the Elkhorn Lions Club executive board, and the Camp Luwisomo Development Board. He also owns and operates a small business focused on making and packaging candies and candied nuts. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a combination of financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Karen Kallem is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2010. Additionally, she has a 50% ownership interest in Arris Capital Management, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, including specialized areas such as business-owner transition planning and special-needs analysis.

Brittany Skelton is a financial advisor at Edward Jones in Whitewater, WI, holding a Series 66 designation. She has experience working at Edward Jones since 2022 and previously held roles in the wellness and personal care industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.