Glen Neeley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at LPL Financial and Blackhawk Community Credit Union since 2012 and spent one year at Chase Investment Services Corp. He is also involved in Blackhawk Wealth Management Services, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad range of advisory and brokerage services.

Bruce Waller is a financial advisor with Edward Jones in Ft Atkinson, WI, holding a Series 63 designation and 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory work, he is the sole member of Waller Holdings LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Michael Ehlers is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously worked at MK Cellular Inc for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Thomas Waller is a financial advisor with Edward Jones in Janesville, WI, holding a Series 63 credential and 29 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he instructs 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, including pension plans 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.

Carol Alt is a financial advisor with Cetera who holds the Series 63 and Series 65 credentials and has 35 years of industry experience. Her prior work includes roles at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. She previously operated Alt Tax Service Inc and Accurate Tax & Accounting Ltd. Outside of her advisory work, she manages property maintenance and related tasks for Carol J Alt & Dennis C Alt Rental. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Jon Venable is a CFP® professional with 27 years of experience, all spent at Edward Jones. He is based in Stoughton, WI. Outside of his advisory role, Venable has been involved as an assistant coach for youth baseball in Carterville, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Julie Nachtigal is a financial advisor with Edward Jones in Fort Atkinson, WI, holding a Series 66 credential and nine years of industry experience. She has been with Edward Jones since 2016 and also operates Nachtigall Business Consulting LLC, which she founded in 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide, with assets under management totaling approximately $1.01 trillion.

Joshua Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Whitewater, WI. He has four years of industry experience, including prior roles at myPro Realty and Lannon Stone Realty. Outside of finance, he has been involved with Brooklife Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of advisors and branches.

Kari Gregoire is a financial advisor with Wells Fargo Clearing in Janesville, WI, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is a commissioned 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 utilizes research from Wells Fargo Investment Institute and employs diversification principles and modern portfolio theory in its investment approach.

Amy Hume is a Series 66 licensed financial advisor with LPL Financial, based in Janesville, Wisconsin, with seven years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Bank, where she spent over two decades in various roles. Outside of her advisory work, she is involved in agriculture through ownership of Triple H Arena & Equine Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Rebecca Walsh is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm combines systematic quantitative and qualitative research to support its advisory process and offers a range of derivatives and commodities capabilities.

Thomas Fendrick is a financial advisor with Edward Jones, holding a Series 63 designation and 28 years of industry experience. He has been with Edward Jones since 1998. He serves on the Board of Directors for Stoughton Hospital and works as an election inspector for the Town of Pleasant Springs in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm provides a wide range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

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.

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 in Edgerton, WI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Commercial Recreation Specialists and Gillware Data Recovery, among others. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.