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.

Jeffrey Szulczewski is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, previously working at Grove Point Advisors and Grove Point Investments, and has operated Szulczewski Financial Group since 1994. Outside of his advisory work, he is a business owner of Creative Energy Solutions, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and research-supported model portfolios.

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 credentials and possessing 35 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as Treasurer and Trustee for Saint John Nepomuk Parish and is a Finance Committee member for St. Monica's Senior Living, both nonprofit organizations in Racine. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and public entities. The firm offers financial planning and investment consulting with a non-discretionary approach, utilizing a variety of portfolio management styles and affiliated research resources.

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.

Catherine Krauter is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked with Thrivent Financial and its affiliates since 2023. Outside of her advisory role, she is involved as an advocate with Perfectly Posh, a direct selling skincare company, primarily for personal and family use. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning relationships and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Christopher Lowe is a financial advisor with LPL Financial in Racine, WI, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at VOYA Financial Advisors for five years before joining LPL Financial in 2020. Outside of his advisory role, he serves as president of an insurance agency and acts as a fiduciary trustee managing finances for his disabled son. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, along with access to model portfolios, research, and various specialized services.

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.

Emily Lanham is a financial advisor with LPL Financial based in Racine, WI. She holds the Series 66 designation and has been in the financial industry since 2024. Prior to joining LPL Financial and Johnson Financial Group Financial Advisors in 2025, she worked at TD Auto Finance and was involved with Washtenaw Golf Club and PowerWellness at Washtenaw Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Peter Cole Jr. is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amanda Goelz is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience. She has worked at Baird since 2022 and has prior experience at Tuckaway Country Club, Umb, and other firms. Outside of her advisory role, she owns Elventures LLC, a business that creates and sells handmade goods related to the Elf on the Shelf Christmas tradition. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, and internal research tools to support client advice.

John Chiappetta is a CFP®-designated financial advisor with 23 years of industry experience. He currently works with Cetera and has held roles with Kaizen Financial Partners and Cambridge Investment Research. Outside of his advisory work, he owns and manages a restaurant group. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Justin Mager is a financial advisor with LPL Financial in Racine, WI, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Johnson Financial Group, Fifth Third Securities, FIFTH THIRD BANK, and Edward Jones. Outside of his advisory work, he owns a home-based business called My Pro Pulse and has worked as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Michael Thomey is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2023. His prior experience includes positions at Eighth Avenue Advisors and Cadaret, Grant & Co., Inc., as well as ownership of Thomey Financial Services, where he provides financial advice and account management. In addition to advising, he owns and operates a CPA firm offering tax preparation and advice. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Joseph Torcaso is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Carthage College, Success Realtors, and Johnson Financial Group. Outside of his advisory role, he serves as Secretary of the Kenosha Country Club Foundation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and planning analyses.

John Bianchi is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2023. Prior to that, he was with LPL Financial for 10 years and has owned Oakwood Wealth Management since 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and custodial relationships.

Brian Gregg is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Matthew Pedersen is a financial advisor with Thrivent Investment Management in Sturtevant, WI. He holds Series 63 and Series 66 designations and has four years of industry experience. Prior to joining Thrivent in 2026, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He also has experience in public service, including roles at the Department of Correction and the Office of Governor Scott Walker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various topics, with options to combine planning with managed-account programs under a consolidated billing system.