Deanna Dahl is a Series 66 licensed advisor with seven years of industry experience, currently serving at LPL Financial since 2026. She previously worked at Ameriprise Financial Services from 2010 to 2026 and at Sheridan Lanes from 2012 to 2019. 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 a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms, supported by a large network of advisors and advanced research tools.

Julianna Rodewald is a financial advisor at Merrill based in Burlington, WI, with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 1999, including 13 years at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Schluckebier is a financial advisor with Thrivent Investment Management in Oak Creek, WI, holding Series 63 and Series 66 licenses. He has two years of industry experience, including roles at Thrivent Financial and Aptar. Outside of his advisory work, he has been involved with the Mukwonago Girls Basketball Club and the Town of Mukwonago Parks & Recreation. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate service arrangements.

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.

Daniel Duran is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. He has been in the financial industry since 2022, including experience at BMO Harris Bank prior to joining LPL Financial. 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, supported by a large network of investment adviser representatives.

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.

Stephanie Snyder is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked for seven years at Fidelity Title Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

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.

Brian Jansen is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and SECURITIES AMERICA, inc. He also serves on the 401(k) committee for Tri City National Bank. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization 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.

Jacob Bill is a financial advisor with LPL Financial in Greendale, WI. He holds a Series 66 designation and has 11 years of industry experience, all with LPL Financial. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

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.

Adam Rick is a financial advisor with LPL Financial based in Franklin, WI, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL Financial in 2015, he worked at RBC Capital Markets for six years and Commerce State Bank for five years. 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, third-party asset management access, and institutional platforms.

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.

Gilbert Garcia is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, Inc., BMO Harris Bank NA, and M&I Brokerage Services, among others. Garcia operates out of Greendale, 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 services, utilizing a network of investment adviser representatives who implement both proprietary and third-party strategies.

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.

Ryan Michala is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Harbour Investments, Inc. and e2 Retirement Consulting. Outside of his advisory role, he operates PKGU Trading Cards, a business focused on buying and reselling trading cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.