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Holly M

Series 66

Roscoe, IL

Edward Jones

Holly Muth is a Series 66-licensed financial advisor with Edward Jones in Roscoe, IL, where she has worked for 16 years. She is co-owner of Scott D Muth LLC, a rental business, and has participated in election administration and poll work in Beloit, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Retirement income strategy Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Glen N

Series 63, Series 65

Janesville, WI

LPL Financial

Glen Neeley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been affiliated with Blackhawk Community Credit Union and LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and services supported by research and a variety of investment management options.

College savings (529s, UTMA, etc.)
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Angela I

Series 66

Beloit, WI

Edward Jones

Angela Isler is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Thomas W

Series 63

Janesville, WI

Edward Jones

Thomas Waller is a financial advisor with Edward Jones in Janesville, WI, holding a Series 63 designation and 28 years of industry experience. He has worked at Edward Jones since 1997. Outside of his advisory role, he teaches an advanced equity class at Blackhawk Technical College and volunteers as a bartender at the Janesville Performing Arts Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of advisors and branch offices and offers both discretionary and non-discretionary strategies under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Julie T

Series 66

Roscoe, IL

Edward Jones

Julie Tesluk is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Prairie Hill Elementary School District #133 for nine years. Tesluk has an interest in financial investments through her involvement with Jones Financial Companies, L.L.L.P. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Carol A

Series 63, Series 65

Janesville, WI

Cetera

Carol Alt is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 34 years of industry experience. She has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Alt Tax Service Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored 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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brian B

Series 63, Series 65

Beloit, WI

Edward Jones

Brian Bruhn is a financial advisor at Edward Jones in Beloit, WI, holding Series 63 and Series 65 licenses with five years of industry experience. Before joining Edward Jones in 2023, he held positions at various companies including Primerica Financial Services and WW Grainger. Outside his advisory role, Bruhn co-owns Janesville Juice Bar, a local business focused on fruit and vegetable juice sales. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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Mark H

Series 63, Series 65

Beloit, WI

Cetera

Mark Heffel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes over a decade at Cetera Investment Services LLC and First National Bank, as well as a recent role at Marquette Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Timothy V

Series 66

Beloit, WI

Edward Jones

Timothy Von Obstfelder is a Series 66-licensed financial advisor with Edward Jones in Beloit, WI, where he has worked since 2026. Prior to joining Edward Jones, he spent 14 years with Toppers Pizza LLC. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brenda B

ChFC®, Series 63, Series 66

Rockton, IL

Edward Jones

Brenda Brugger is a financial advisor with Edward Jones in Rockton, IL, holding the ChFC® designation as well as Series 63 and Series 66 licenses. She has 20 years of industry experience and has been with Edward Jones since 2015. Outside of her advisory role, she serves as a trustee for the Betty Bruton Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Military & Veterans Founder/Business Owner Religious/faith focused
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Holly F

ChFC®, Series 66

Beloit, WI

Edward Jones

Holly Friel is a ChFC® and Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Edward Jones since 2013, based in Beloit, WI. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Steve D

Series 63, Series 66

Rockton, IL

OSAIC

Steve Danekas is a financial advisor with Osaic Wealth, Inc. in Rockton, Illinois, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 28 years before joining Osaic Wealth. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes various asset-allocation tools and third-party platforms to manage portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kari G

Series 63

Janesville, WI

Wells Fargo Clearing

Kari Gregoire is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a notary public in the state of Wisconsin. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a variety of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Amy H

Series 66

Janesville, WI

LPL Financial

Amy Hume is a financial advisor with LPL Financial and holds a Series 66 designation. She has six years of industry experience, including previous roles at BMO Harris Financial Advisors and BMO Harris Bank. Outside of her advisory work, she is involved in agriculture as the owner of Triple H Arena & Equine Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various management approaches.

College savings (529s, UTMA, etc.)
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Rebecca W

Series 63, Series 66

Janesville, WI

J.P. Morgan Securities

Rebecca Walsh is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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James R

Series 66

Beloit, WI

Raymond James Financial

James Rose Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having 10 years of industry experience. He has worked at Edward Jones and multiple Blackhawk entities before joining First Mid Bank and Trust in Beloit, WI, where he currently serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to help clients evaluate potential outcomes and supports a broad network of advisors with specialized programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bryan T

CFP®, Series 63

Beloit, WI

Edward Jones

Bryan Theis is a CFP®-designated financial advisor with Edward Jones, based in Beloit, WI. He has 25 years of industry experience and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Justin S

Series 66

Beloit, WI

Cetera

Justin Seeley is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at First National Bank and Trust and Cetera Investment Services LLC. Outside of his advisory work, he has experience providing administrative and clerical assistance in investment and brokerage management roles. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nicole A

Series 66

Janesville, WI

Thrivent Investment Management

Nicole Austin is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked for 10 years. Based in Janesville, WI, she serves as president of the Green County Development Corporation and holds board positions with the Monroe School Board, Woodford Bancshares, United Way of Green County, Monroe Chamber of Commerce, and SSM Health-Wisconsin Regional Boards of Directors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses and planning delivered through a network of financial advisors. The firm’s approach separates planning services from implementation and managed accounts, and it does not manage portfolios for institutional clients.

Business ownership considerations
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Hannah C

Series 66

Janesville, WI

Robert Baird & Co.

Hannah Campbell is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Mercyhealth, Golden Years, Inspiration Ministries, Traycee Home Care Inc., and The Dari Company. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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