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.

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.

Grant Seitz is a financial advisor with Edward Jones in Lake Geneva, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Action Power Sports for one year and spent eleven years with Arbor Images Inc. 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, offering a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Richard Casciaro is a financial advisor with LPL Financial in Lake Geneva, WI, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, UBS Financial Services, and Citigroup Global Markets. Casciaro engages in insurance sales related to equity indexed annuities, fixed annuities, long-term care, and life insurance. 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.

Lisvet Villanueva Rosas is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 credentials and has worked at J.P. Morgan Securities since 2020, after two years at BMO Harris. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Michael Pascucci is a financial advisor with Edward Jones in Burlington, WI, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, he worked at PharMEDium, Catalyst Exhibits, Iguana Wana, the University of Wisconsin-Parkside, and Fis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and tax-efficient services, with approximately $1.01 trillion in assets under management.

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.

Leah Koehnke is a financial advisor with LPL Financial in Burlington, WI, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has worked with BMO Harris Financial Advisors since 2014 and joined LPL Financial in 2021. Outside of her advisory work, 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by research and operational tools.

Joseph Deciccio is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2021. He previously served at Inspiration Ministries and Shepherds College. Deciccio is also a board director for Habitat for Humanity, where he assists with recruitment, fundraising, and strategic planning for home builds. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Dennis Opie is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2006. Opie also owns and operates Opie Asset Management LLC, an investment-related business in West Bend, WI. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning options including retirement, education, and niche services, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

Matthew Giese is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and previously worked at Next Financial Group, Inc., US Bank, and Great Lakes Senior Living. He serves on the finance committee of a nonprofit board for the Village of Waterford, WI. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Joel Hermann is a financial advisor with Thrivent Investment Management in Delavan, Wisconsin, holding the Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Thrivent and its affiliated firm Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he serves as the president of the board for St. Mark Lutheran School, a K-8 institution. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers various topics including retirement, tax, estate, and special needs planning, while maintaining separation between planning and managed-account services.

Eric Rabe is a Series 66-credentialed advisor at Thrivent Investment Management with no prior industry experience. His work history includes roles at Wintrust Mortgage, Johnson Financial Group, and GMR Marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses across various financial planning topics without implementation of recommendations. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

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.

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.

Dean Anderson is a financial advisor at Edward Jones with 40 years of industry experience. He has held his current role since 2000 and holds Series 63 and Series 65 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Clay Brandt is a CFP®-certified financial advisor with 35 years of industry experience, currently working at Raymond James & Associates since 2018. He previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Brandt serves as a committee member on the Burlington City Park Board. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse clientele that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional services, employing a variety of portfolio management styles supported by in-house research and affiliate resources.

Brianne Mosbach is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. She was previously with Northwestern Mutual Investment Management for 17 years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives 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 and third-party asset management access.

Nicole Nickel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. She has one year of experience in the industry, having previously worked at Next Financial Group, Kohler Co, Interactive Resources, BMO Harris Bank NA, Associated Bank Corp, and 2020 Companies. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Nicholas Ott is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. His prior experience includes roles at BMO Harris Bank, ABC Supply, and Warhawk Alley. 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 maintains a large network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.