Sheila Broderick is a financial advisor with Edward Jones in Lake Geneva, WI. She holds a Series 63 designation and has 27 years of industry experience, including 24 years with Edward Jones. 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 under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Eric Thomson is a CFP®-credentialed financial advisor with Edward Jones in Burlington, WI, and has 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, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors and more than 15,000 branches.

Nathaniel Brandt is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Brandt is based in Burlington, Wisconsin. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Anthony Mescher is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Wayne Hummer Investments L.L.C. for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Daniel Maus is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as a trustee of a trust that owns LIBERTY 1789 LLC, a website based in Fontana, WI. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Stacy Whiteman is a CFP® with 28 years of industry experience, currently affiliated with Edward Jones since 1997. She holds a Series 63 license and is based in Elkhorn, WI. Outside of her advisory role, she owns a rental property in Salt Lake City, UT. 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 strategies, separately managed accounts, and affiliated mutual funds.

Laci Cesar is a financial advisor with Thrivent Investment Management in Burlington, WI. She holds a Series 66 credential and has been with Thrivent since 2025. Prior to joining the firm, she held roles at the University of Wisconsin-Whitewater and Kwik Trip Inc. Cesar serves as a board member of Experience Burlington Young Professionals, where she assists with event planning and business development workshops. 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 analyses and allows clients to combine planning with managed-account programs while keeping services separate.

Bryce Skelton is a financial advisor with Edward Jones holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at State Farm for two years and spent four years at Dominican University. He serves as a board member for Deserving Rides in Delavan, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

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.

Kristen Lafranzo is a Series 66-licensed financial advisor with Thrivent Investment Management in Burlington, WI, with 11 years of industry experience. She has been with Thrivent and its related entities since 2015. Outside of her advisory role, she serves as Co-President of Music Matters, Inc., a nonprofit supporting youth music education and cultural programs in the Burlington community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Alyssa Erickson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of experience at LPL and ten years at Exemplar Financial Network. She operates out of Walworth, Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Charles Trybula is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2002. Outside of his advisory role, he serves as a board member and treasurer for the Sunset Hills Association, a homeowners association in Lake Geneva, WI. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Sanya Rizvi is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank prior to joining J.P. Morgan Securities in 2018. Rizvi holds a Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Frank Devincentis is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024. Devincentis has a 50% ownership interest in Verismo Financial LLC, a financial services firm based in Evanston, IL. Wells Fargo Advisors 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 specialized areas such as business-owner transition and sports & entertainment planning, and develops tailored recommendations using proprietary research and tools.

Robert Entwistle Jr. is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2023. He holds the Series 66 designation and is based in Elkhorn, Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, along with research-supported portfolio management and various technology-driven investment solutions.

Robert Viau is a financial advisor at LPL Financial with 25 years of industry experience. He held positions at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 2002 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.