Kelly Venable is a financial advisor at Edward Jones in Stoughton, WI, holding a Series 66 designation with 11 years of industry experience. Her career includes multiple tenures at Edward Jones as well as roles at Coldwell Banker and Carbondale Unit 95 School District. Outside of her advisory work, she is a consultant for L’Bri Pure n Natural, a skin care business, though she does not sell products or recruit. 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 solutions, including discretionary and non-discretionary strategies, and provides affiliated investment products and fiduciary services across a national network of advisors and branch offices.

Eric Earle is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has worked at Cuna Mutual Group since 2008 and joined LPL Financial in 2022. Outside of advisory roles, he is involved with CUNA Mutual Executive Benefits, focusing on non-variable insurance products. 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 financial planning and asset management services, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Kristian Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. His prior experience includes roles at WEA Member Benefits from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Megan Mc Carthy Cline is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2020 and previously spent 14 years at Blain Supply, Inc. Edward Jones is a full-service wealth management firm serving over four million individuals and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other financial services through a nationwide network of more than 23,700 advisors.

Kari Drascic is a financial advisor at Robert Baird & Co. with nine years of industry experience. She has been with Robert Baird & Co. since 2016 and holds a Series 66 designation. Kari is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and alternative investment strategies.

Jeremy Mc Arthur is a financial advisor with LPL Financial in Stoughton, WI, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Cetera and North Star Resource Group. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives.

Francis Friend is a financial advisor at LPL Financial in Belleville, WI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at State Bank of Cross Plains, Securities America Advisors, and WPS Health Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Elizabeth Hagen is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to joining Raymond James, she worked at The Westhoff-Henderson Group and Blimling & Associates. She is also involved in financial planning and client onboarding through her role as an associate at Alrohumo. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and risk profiling, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sarah Carpenter is a financial advisor at Edward Jones with six years of industry experience. She previously worked at MSA Professional Services for eight years before joining Edward Jones in 2018. Outside of advising, she serves as president of Carpenter Family LLC, which manages family expenses and compensation. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Lisa Fernan is a financial advisor with Edward Jones in Stoughton, WI, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Thomas Lindell is a financial advisor with Edward Jones in Janesville, WI, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He worked at Invest Financial from 2013 to 2017 before joining Edward Jones in 2017. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Strzelecki is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 18 years of industry experience. His prior experience includes seven years at BMO Harris Financial Advisors and a long tenure at Linda's & Langer's Hallmark. He serves on the boards of the Wisconsin Alumni Association - Sauk County and the Financial Planning Association of Wisconsin. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on comprehensive retirement-income planning, using a centralized team that provides written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Keaton Gill is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Stoughton, WI, and has three years of industry experience. Prior to joining Thrivent in 2022, he worked in family-owned hospitality and retail businesses. He also assists with kitchen help at Tobys Supper Club, a family-owned supper club in Madison, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Gabriel Szerlong is a financial advisor at Edward Jones in Janesville, WI, holding a Series 66 designation with seven years of industry experience. Prior to his current role, he worked at The Mens Wearhouse and held positions with the State of Wisconsin and a political campaign. He has concurrent business activities with The Mens Wearhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm offers various investment strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Michael Rowley is a financial advisor with LPL Financial in Janesville, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Johnson Financial Group and Retirement Income Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with various investment strategies and operational support tools.

Dawson Dahlberg is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2020, following prior work at North Shore Country Club and a period focused on full-time education. He 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 with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Ryan Gerth is a CFP® professional with 11 years of experience at Thrivent Investment Management. He has been with Thrivent Financial since 2015. Outside of his advisory role, he serves as President of Eastside Evangelical Lutheran Church and is an Alumni Advisor for Lambda Chi Alpha, mentoring chapter officers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary portfolio management. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Ezra Robinson is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and three years of industry experience. He previously held positions at Chase Bank and has a varied background including service in the Airforce and work at Moody Bible Institute. Outside of his advisory role, he owns a moving and contracting business called The Caring Brothers. 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 investment solutions supported by a large nationwide network of advisors and branches.

Jodie Poe is a Series 66-licensed financial advisor at Edward Jones with six years of experience at the firm and a total of five years in the industry. Prior to joining Edward Jones in 2020, Jodie worked at SSM - St Mary's Hospital from 2017 to 2020 and at Stoughton Hospital from 1998 to 2017. 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 large national network of financial advisors and branch offices.

Maryjo Shepler is a financial advisor with LPL Financial in Oregon, WI, holding a Series 63 designation and 39 years of industry experience. She has worked with Commonwealth Financial Network since 2005 and joined LPL Financial in 2026. In addition to her advisory work, she is involved in fixed insurance sales as an agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services.