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.

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.

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.

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.

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.

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.

Julie Rumage is a financial advisor at Robert Baird & Co. with 32 years of industry experience. She has been with Robert Baird & Co. since 1993. She holds the Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Elizabeth Swart is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Her prior experience includes roles at BMO Harris Financial Advisors, BMO Harris Bank, M&I Trust, and M&I Insurance Services. She also acts as a power of attorney for her mother, dedicating time monthly to this responsibility. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Amy Hatch is a financial advisor with Ameriprise in Beloit, WI, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Outside of her advisory role, she is involved in organizing and executing activities for her Beloit Memorial High School Class of 1987 reunion. Ameriprise serves clients primarily through retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized retirement income recommendations, delivered by a centralized consulting team in partnership with individual advisors.

Debra Cerny is a financial advisor with Robert W. Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Robert W. Baird & Co. since 2006. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Andrew Messmer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Commercial Recreation Specialists and Gillware Data Recovery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across different net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sean Knott is a financial advisor at Robert Baird & Co. in Janesville, WI, with 13 years of industry experience. He has been with Robert Baird & Co. since 2012 and holds a Series 66 designation. Outside of his advisory role, he owns a lake property used for personal and rental purposes. Sean is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a variety of investment strategies including traditional and non-traditional approaches.

Brian Donnelly is a financial advisor with Robert Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1996. Outside of his advisory role, he serves as Treasurer for the YMCA of Northern Rock County. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Ethan Dahlberg is a financial advisor with Robert W. Baird & Co. in Janesville, Wisconsin, holding a Series 66 designation and bringing nine years of industry experience. He has been with Robert W. Baird since 2017, following two years at Lakeshore Electrical Sales. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, emphasizing ongoing manager selection and the use of internal research tools in client advice.

Elizabeth Bailey is a Series 66-licensed financial advisor at Edward Jones in Janesville, WI, with six years of experience at the firm and a total of five years in the industry. Prior to joining Edward Jones, she worked at CD Smith Construction and the School District of Milton. 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 23,700 financial advisors.

Michael Stade is a financial advisor with Thrivent Investment Management in Janesville, WI. He holds the Series 63 and Series 66 designations and has seven years of industry experience. Prior to his financial advisory career, he worked at Walgreens for eleven years. 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 focused on a broad range of financial topics, with clients able to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Jason Steinke is a financial advisor with Thrivent Investment Management in Janesville, WI. He holds the Series 66 designation and has six years of experience with Thrivent, including time at Thrivent Financial. Outside of his advisory role, Steinke serves as President and Ministry Leader for Come Forth Ministries Inc., providing community ministry outreach through prayer, worship, and delivering Bible-based messages. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides comprehensive written recommendations across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Dennis Alt is a financial advisor with Cetera who holds a Series 63 designation and has 39 years of industry experience. He has an extensive background including roles at Avantax Advisory Services and Alt Tax & Financial Services Inc. Outside of his advisory work, he is involved in tax preparation and financial advisory through his own firm, Alt Tax & Financial Services Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Derek Henze is a Series 66 credentialed financial advisor with Edward Jones, based in Milton, WI, and has 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors.

Scott Richardson is a financial advisor with LPL Financial in Janesville, WI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is involved as an insurance agent and notary and is engaged in business activities related to elder life and wealth management. 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 advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.