Michael Pascucci is a financial advisor with Edward Jones in Burlington, WI, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, he worked at PharMEDium, Catalyst Exhibits, Iguana Wana, the University of Wisconsin-Parkside, and Fis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and tax-efficient services, with approximately $1.01 trillion in assets under management.

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 Young is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. Prior to joining Osaic in 2024, Jamie worked for Woodbury Financial Services for nine years and has operated a sole proprietorship for fixed life insurance and annuity sales since 1986. Jamie is also a board member of the Kenosha Community Foundation. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to third-party money managers and various managed account solutions. The firm employs asset-allocation tools and risk assessment methods to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary management.

James Griggs is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2013, including time at AXA Advisors prior to its rebranding. Outside of his advisory role, he is involved in outside insurance sales through his business Griggs and Griggs. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary and third-party advisory solutions delivered through a network of Investment Adviser Representatives.

Carly Dreger is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. The firm serves more than four million individual and institutional clients, offering a range of wealth management and advisory services supported by a large nationwide network of advisors and branch offices. Edward Jones provides various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chavonta Parker is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Parker worked at Jeniko Machine Works and 3d Industries, with earlier experience at Marking Specialist Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Macklin Larsen is a financial advisor at Edward Jones in Fox Lake, IL, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at i3 Group from 2015 to 2018. He holds the Series 66 designation. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Leah Koehnke is a financial advisor with LPL Financial in Burlington, WI, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has worked with BMO Harris Financial Advisors since 2014 and joined LPL Financial in 2021. Outside of her advisory work, she serves as a consultant for LifeVantage. 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 and access to model portfolios and third-party asset management, supported by research and operational tools.

Jeffrey Szulczewski is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Grove Point Advisors, Grove Point Investments, and operates Szulczewski Financial Group. Outside of advisory work, he is a business owner of Creative Energy Solutions, LLC. 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 financial planning and investment management services through a large network of advisors using various portfolio models, third-party subadvisors, and customized strategies.

Joseph Thompson is a financial advisor at Edward Jones with 37 years of experience in the industry. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at Ameriprise Financial Services for three years and Stifel Nicolaus for twelve years. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Carlos Mendez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at The Roofers. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Jesus Garza is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Investacorp and Securities America Advisors. He is also a licensed insurance agent providing long-term care, life insurance, and fixed annuity options. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct diversified portfolios across various asset classes.

Viktoria Bendikova is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team and combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Scott Davis is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. He is also involved with Lake County Financial Planning, where he sells Medicare Supplement and Medicare Part D insurance, as well as proprietary and non-proprietary life insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party managers, and affiliated insurance and trust services.

Mark Berghuis is a CFP® with 16 years of experience at Edward Jones, where he has worked since 2010. He holds the Series 66 designation and is based in Kenosha, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, plans, and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated products through a nationwide network of financial advisors and branch offices.

Darren Woodmore is a financial advisor with LPL Financial in Fox Lake, Illinois, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at BMO Bank NA and J.P. Morgan Securities. Outside of finance, he has experience founding a fitness business, Crosskicks Fitness 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 services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary and third-party investment strategies.

Christopher Lowe is a financial advisor with LPL Financial in Racine, WI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He previously worked at VOYA Financial Advisors for five years before joining LPL Financial in 2020. Outside his advisory role, Lowe serves as president of an insurance agency and acts as a fiduciary trustee managing finances for his disabled son. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and a broad range of investment strategies.

William Sparks II is a Certified Financial Planner (CFP®) with 30 years of industry experience, currently advising at Raymond James & Associates since 2016. He holds Series 63 and Series 66 licenses and is based in Kenosha, WI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.