Erik Anderson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2005. Prior to that, he spent two years at RBC Capital Markets. He holds a Series 66 designation. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research to build model asset allocations, incorporating an ESG eligibility framework and utilizing affiliates for implementation and portfolio services.

Christina Zalapi is a financial advisor with Edward Jones in Union Grove, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is involved as a distributor in the essential oils business DoTerra for personal use. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branches.

Moira Moran is a financial advisor at Robert Baird & Co. with 24 years of industry experience. She holds a Series 66 designation and has been with Robert Baird since 2002. Outside of her advisory role, she serves as a board member and treasurer for the Whitefish Bay High School Parent Association. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Sara Putz is a financial advisor with LPL Financial based in Salem, WI, holding Series 63 and Series 66 designations and having 15 years of industry experience. Her prior roles include positions with Wells Fargo Clearing and Community State Bank. Putz also manages a farmland homestead as a side activity. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and advanced research tools.

Grant Beck is a financial advisor at Robert W. Baird & Co. in Racine, WI, holding a Series 66 designation. He has been with R.W. Baird since 2022 and has prior experience at U.S. Bank and other roles outside the financial industry. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Nicholas Donofrio is a financial advisor at Edward Jones in Kenosha, WI, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Allstate Insurance Co, J.P. Morgan Securities LLC, and Securities America, Inc. 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, operating under a fiduciary standard.

Liset Acosta is a financial advisor at Edward Jones with 14 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Northwestern Mutual Life Insurance Company, Principal Securities Inc., and Robert W. Baird & Co. Outside of finance, she was involved with LV Energy Healing. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, and manages over $1 trillion in assets through a large nationwide network of advisors.

Brett Sikorski is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including North Shore Bank, Bank of America, Merrill, Wells Fargo, Northwestern Mutual, and US Bancorp Fund Services. He is based in Franklin, WI. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Joseph Golebiowski is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Principal Securities Inc and Principal Life Insurance. His current practice is based in Mount Pleasant, WI. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Joshua Christensen is a financial advisor with Edward Jones in Franklin, WI. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. 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 programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

William Smith is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Thrivent, he worked at Allstate for seven years. Smith serves as a board member for the Arc of Racine County, a nonprofit advocating for students with developmental and intellectual disabilities. 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 covering topics such as retirement and estate planning, with ongoing reviews but does not manage portfolios for institutional clients.

Jamie Poulos is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Bank N.A. and Allspring Global Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research to develop model asset allocations, including ESG considerations.

Brittni Lamothe is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and four years of industry experience. She has worked at LPL Financial since 2020 and concurrently has been affiliated with BMO Harris Bank since 2012. 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 portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Carly Dreger is a financial advisor at Edward Jones in Mt Pleasant, WI, holding a Series 66 designation with 17 years of industry experience, all with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Joseph Cronin is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2012. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Lynne Blodgett is a financial advisor with Robert W. Baird & Co. in Racine, Wisconsin, holding a Series 63 designation and 33 years of industry experience. She has been with Robert W. Baird since 2009. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The firm offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kevin Lenci is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities. He has worked with J.P. Morgan Securities since 2012 and with affiliated entities since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines centralized due diligence, quantitative and qualitative research, and uses forward-looking capital market assumptions to develop model asset allocations, with clients retaining final decision-making authority.

Dustin Rakowiecki is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at North Shore Bank and Walgreens. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, with access to multiple program structures and third-party money managers.

Daniel Pascucci is a financial advisor at Edward Jones in Kenosha, WI, holding a Series 63 designation with 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 with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Suzanne Yde is a financial advisor with Raymond James & Associates in Racine, WI, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She previously worked at Wells Fargo Clearing before joining Raymond James in 2018. Outside of her advisory role, she serves as treasurer and trustee on the finance council for Saint John Nepomuk Parish and is a committee member on the finance committee for St. Monica's Senior Living. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and non-profits, offering financial planning and consulting services primarily on a non-discretionary basis, supported by diverse investment strategies and affiliate resources.