Scott Richardson is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Citigroup Global Markets. In addition to his advisory work, he is a notary and has involvement with Elder Life Group and Elder Wealth Advisors in Janesville, WI. 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 a range of financial planning and investment management solutions, including access to model portfolios and third-party asset managers, supported by a large network of advisors and a diverse platform of non-advisory financial services.

Kelly Garrow is a financial advisor at Robert W. Baird & Co. in Janesville, WI, with eight years of industry experience. He holds a Series 66 designation and has worked at Baird since 2019. Prior to that, he held roles at Thrivent Investment Management Inc. and Thrivent Financial, as well as a position at Trinity International University. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody services, using a combination of manager-traded and model-traded strategies supported by internal research and technology.

Genise Brandt is a financial advisor with Robert Baird & Co. in Janesville, WI, holding a Series 66 designation and 25 years of industry experience. She has been with Robert Baird & Co. since 1997. Brandt serves as a board member and secretary for the LPGA Amateurs Stateline Chapter. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse range of clients, including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers, and provides municipal advisory and public finance services alongside its investment management capabilities.

Gary Pankonien is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 32 years of industry experience. His work history includes over two decades at Avantax in various advisory and insurance roles as well as ongoing involvement with Alt Tax and Financial Services, where he personally prepares individual income tax returns for clients. He also serves as power of attorney for his mother’s finances. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party model portfolios and strategies.

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.

Lisa Mccue is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 20 years of industry experience. She has worked at Cetera since 2011 and concurrently serves as a personal banking officer at First Community Bank, where she manages deposit services and supervises staff without involvement in investment decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and emphasizes scale, with over 10,000 advisors and $256 billion in assets under management.

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.

Jennifer Schwarze is a financial advisor at Robert W. Baird & Co. in Janesville, WI, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior work includes roles at Bates Financial Group, Bates Financial Advisors, Bates Securities, and Stifel Nicolaus & Co. Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a variety of investment strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management capabilities, supported by internal research and ongoing manager oversight.

Erik Bunderson is a financial advisor with LPL Financial in Janesville, WI, holding a Series 66 designation and 11 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. and BMO Harris Bank. Outside of his advisory role, he operates a small business buying and selling sports cards. 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 a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Ellietta Dahle is a financial advisor with LPL Financial in Janesville, WI, holding Series 63 and Series 66 designations and four years of industry experience. Her prior work includes roles at BMO Bank NA, Roehl Transport Inc, and the Department of Homeland Security Transportation Security Administration. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Deaken Bush is a financial advisor with LPL Financial, holding a Series 66 designation and based in Janesville, WI. He has experience working at Johnson Financial Group and LPL Financial since 2026. Outside of finance, he has been involved with Bodihow Brewing Company and Headquarters Bar and Grill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide range of strategies and technology tools to support its network of over 22,800 advisors.

Michael Schoeder is a financial advisor with LPL Financial in Janesville, WI, holding Series 63 and Series 66 designations and 34 years of industry experience. He has worked at LPL Financial since 2011 and Old National Bank since 2016. 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 such as the Bank Wealth Program.

Garrett Larson is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior experience at First Citizens State Bank and Bergstrom Chevrolet of Madison. Outside of his advisory role, he serves as Treasurer for the Whitewater Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment strategies.

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.

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.

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.

Cari Henning is a financial advisor with Edward Jones in Milton, WI, holding Series 63 and Series 65 designations and having 22 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services supported by a network of approximately 23,701 advisors and 15,121 branches. The firm provides discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Kevin Giammalva is a Series 66 licensed financial advisor at OSAIC with five years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and held various roles in educational and nonprofit organizations. He is also a managing partner at Brockmann Financial, where he oversees business operations in addition to his advisory duties. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services, including model-based asset allocation and portfolio optimization strategies.

Anne Schumacher is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Direct Supply for six years and has held positions at the University of Wisconsin La Crosse and Kwik Trip. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Quamme is a financial advisor at Edward Jones in Whitewater, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for the University of Wisconsin-Whitewater for 11 years. Outside of his advisory role, he umpires high school baseball games in Stevens Point, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options.