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.

Melissa Fry is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and its affiliates since 2022 and previously spent over two decades as an occupational therapist at Advocate Aurora Healthcare. In addition to her advisory role, she continues to provide outpatient occupational therapy services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Brianne Mosbach is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 18 years of industry experience. She previously spent 17 years with Northwestern Mutual Investment Management before joining LPL Financial in 2020. Her other business activities include roles related to investment and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, third-party research, and technology-driven investment strategies.

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.

David Flynn is a financial advisor with Osaic Wealth, Inc. based in East Troy, Wisconsin, holding Series 63 and Series 65 licenses and with 30 years of industry experience. Prior to joining Osaic in 2018, he spent 23 years at Signator Investors, Inc. Flynn is also involved in insurance brokerage activities, including life, long-term care, and disability insurance, and serves as president of Great Lakes Premier Brokerage. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across a wide range of investment types.

Alister Huss is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Principal Advised Services, Principal Securities INC, and Principal Life Insurance Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Heather Stelzer is a financial advisor with Edward Jones in Whitewater, WI, holding a Series 66 designation and six years of industry experience. Her prior work experience includes roles at Wildtree Holdings LLC, Wisconsin Lutheran College, University of Wisconsin - Madison, Nuskin, and Wildtree Herbs Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

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.

Randall Benedict is a financial advisor with Ameriprise in Sharon, Wisconsin, holding a Series 66 designation and 21 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of advising, he serves on the Board of Directors for the Community of Christ UMC and assists with dairy farming activities at Davis Dairy Farm. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and a combination of algorithmic and oversight processes.

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.

Garrett Larson is a financial advisor with Cetera in Whitewater, WI, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Cetera, he held positions at First Citizens State Bank and Bergstrom Chevrolet of Madison. He serves as Treasurer for the Whitewater Rotary Club, managing financial transactions and member dues. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program platforms and third-party managers.

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.

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.

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.