Nathan Niewinski is a financial advisor with LPL Financial in Kenosha, WI, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at Johnson Financial Group, Harbour Investments, Inc., 818 Capital Group, LLC, and The Tranel Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Roberta Lewis is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Securities America Advisors, Inc. and Wells Fargo Advisors. Outside of her advisory role, she is Vice President at Tri City National Bank. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs advanced portfolio construction tools and supports various account management options, including access to third-party money managers and wrap programs.

Jaclyn Smith is a financial advisor at Edward Jones in Kenosha, WI, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Charles Koules is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. He has worked at Merrill and Equitable Advisors LLC prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. In addition to his advisory role, he is a licensed USCG Master Captain and works as an instructor and commercial boat captain. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers customized, non-discretionary advice through its Institutional Consulting Services program.

Mary Witte Tabbert is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at LPL Financial and First Midwest Bank. She is currently based in Gurnee, Illinois. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Chad Brown is a financial advisor with J.P. Morgan Securities in Pleasant Prairie, WI, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2014. Outside of his advisory role, he coaches youth soccer for local clubs AFC Union and Rush Union. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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.

Agnes Roach is a CFP®-designated financial advisor with 42 years of industry experience. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks. Agnes has also operated AA Roach Financial Planning since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse portfolio options.

Brooke Kreuser is a Series 66-licensed financial advisor with Edward Jones, based in Kenosha, WI, and has two years of industry experience. She has been with Edward Jones since 2023 and has held various roles prior to her financial advisory career. Brooke serves on the board of the Kenosha Women's Network, participating in decision-making for events and membership growth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Maggie Watson is an investment advisor affiliated with LPL Financial and Heritage Wealth Partners, holding a Series 66 designation. She has been in the financial industry since 2025 and has prior experience in healthcare and nutrition, including operating Maggie Watson Nutrition LLC as a registered dietitian health coach. Watson also works with Three Point Healthcare as a registered dietitian. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Jan Genovez is a financial advisor with Primerica Advisors in Gurnee, IL, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Primerica Advisors since 2021 and also has a background with the Veterans Affairs since 2014. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, catering to individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Jerry Doran is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he serves as a Ministry Leader for HIS Ministry, a men's group at St Mark Lutheran Church focused on Bible study and charitable fundraising. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a broad range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning and separates its planning services from managed-account programs.

Eulalia Turkowski is a financial advisor with LPL Financial in Gurnee, IL, holding a Series 66 designation and nine years of industry experience. She worked for Wayne Hummer Investments LLC for ten years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Ulysses Smith Jr. is a financial advisor with Primerica Advisors in Winthrop Harbor, IL, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, Smith owns multiple small businesses, including a sales company and a labor services firm, and is involved in various gig economy roles such as rideshare driving and online retail selling. Primerica Advisors serves primarily individual investors and manages a wrap-fee asset management program with approximately $15.5 billion in assets under management. The firm provides advisory services through a large network of advisors using model-delivery strategies created by unaffiliated asset managers.

Jennifer Pestikas is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2022. Pestikas has experience with Abbott Laboratories Employees Credit Union and Cuna Brokerage Services, Inc. Outside of advisory work, she is co-author and podcast host for "Brave Women at Work," a series focusing on stories of resilience, and owns Jennifer Pestikas Coaching LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from multiple sources to provide both discretionary and non-discretionary management.

Peter Brush is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 17 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Kelly Banner is a financial advisor with Thrivent Investment Management in Kenosha, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent since 2007. Outside of her advisory role, she is a member of JTB Real Estate LLC, where she occasionally handles paperwork and record keeping. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without discretionary portfolio management. The firm’s approach includes combining planning with managed-account programs under a consolidated billing option while maintaining separate services.

Michael Kaniok is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2008. Outside of his advisory role, he partners with clients in real estate investments focused on purchasing properties to flip or rent. 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 through a large nationwide network of financial advisors and branch offices.

Bryan Reed is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Allstate Financial Services and Allstate Insurance. Outside of advising, he is employed by Festival Foods. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Michael Mc Kinney is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Mount Pleasant, WI. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michael Lambert is a financial advisor with Primerica Advisors in Winthrop Harbor, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, Lambert operates a sole proprietorship, Lambert & Associates, unrelated to investments, and is involved in the sale of home security and automation product referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of model offerings.