Nathaniel Brandt is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2018, following two years at Wells Fargo Clearing. Based in Burlington, WI, he provides advisory services within a large institutional firm. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Anthony Mescher is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wayne Hummer Investments L.L.C. for 11 years and with LPL Financial for 10 years before rejoining in 2025. Anthony is also involved with Wintrust Investments in connection with LPL business activities. 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 a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Gregory Amborn is a financial advisor with Merrill in Burlington, Wisconsin, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes positions at Bank of America, Operose Partners LLC, Piper Jaffray & Co., and M&I Bank. He serves as a board member of the Burlington Catholic School. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Laci Cesar is a financial advisor with Thrivent Investment Management in Burlington, WI. She holds a Series 66 credential and has been with Thrivent since 2025. Prior to joining the firm, she held roles at the University of Wisconsin-Whitewater and Kwik Trip Inc. Cesar serves as a board member of Experience Burlington Young Professionals, where she assists with event planning and business development workshops. 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 analyses and allows clients to combine planning with managed-account programs while keeping services separate.

Deborah Besenhofer is a CFP®-designated financial advisor with Edward Jones, based in Kenosha, WI, and has 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she manages a rental property in Florida. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kim Nash Walker is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Lanex LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option that combines planning with managed-account services while maintaining these services separately.

Kristen Lafranzo is a Series 66-licensed financial advisor with Thrivent Investment Management in Burlington, WI, with 11 years of industry experience. She has been with Thrivent and its related entities since 2015. Outside of her advisory role, she serves as Co-President of Music Matters, Inc., a nonprofit supporting youth music education and cultural programs in the Burlington community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Andrew Heller is a financial advisor with LPL Financial in Kenosha, WI, holding Series 63 and 66 licenses and seven years of industry experience. He previously worked at Woodbury Financial Services and OSAIC, and has experience outside finance including a role at Lumen Christi Catholic School. He is also the owner of a business called Just A Little Kick. 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 advisory and brokerage services, including financial planning and access to model portfolios, with advice delivered primarily through a large network of investment adviser representatives.

John Griggs is a financial advisor with Equitable Advisors in Twin Lakes, WI, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC from 2015 to 2020. Outside of his advisory work, he serves as a consultant in medical insurance and benefit premium sales and works as a broker for life settlements. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs, including third-party managers and proprietary tools, focusing on matching clients with models based on their personal and plan information and risk tolerance.

Tyler Johnson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, JPMorgan Securities LLC, and Raymond James Financial. He has a power of attorney role in an unrelated personal capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Levonowich is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, he worked at Woodbury Financial Services and Spectrum Wealth Advisors. Outside of financial advising, he is the owner and president of SJL Tax & Accounting, a tax preparation and accounting services firm. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Robert Wickenkamp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes two years at Edward Jones and ongoing roles at RJW Investment Consultants since 2009. Outside of advisory services, he owns and operates independent insurance and college funding counseling businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Robert Viau is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc for 20 years. He holds Series 63 and Series 65 designations and operates out of Burlington, Wisconsin. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a range of investment strategies and comprehensive support tools.

Quinn Landl is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to his current role, he had positions at The Prudential Insurance Company of America and Pruco Securities LLC. He also spent time working at the Krannert Art Museum and in the retail sector before entering finance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

David Besenhofer is a financial advisor with Edward Jones in Union Grove, WI, holding a Series 66 designation and seven years of industry experience. He joined Edward Jones in 2018 after working at Family Heritage and Washington National Insurance. Outside of his advisory role, he manages a seasonal rental property in Florida. 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 nationwide network of approximately 23,701 financial advisors.

Kevin Polheber is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Calton & Associates, Inc., LaSalle Financial Services, Inc., and Securities America. Outside of his advisory role, he serves as president of the Loaves & Fishes Genoa City Food Pantry and is a board member of Berean Grace Church. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization strategies and supports various program types including Unified Managed Accounts and third-party money manager programs.

Sean Welsh is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Spectrum Wealth Advisors. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by sophisticated tools and multiple manager options.

Chad Durfey is a financial advisor with Ameriprise in Mount Pleasant, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory work, he serves as a member of the Finance Ministry Team for Grace Church, where he reviews and votes on the budget, liabilities, and project spending. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Gregory is a financial advisor with LPL Financial in Racine, WI, holding a Series 66 credential and bringing 19 years of industry experience. His prior roles include positions at Johnson Bank, Invest Financial Corporation, Wells Fargo Clearing, and Cetera Investment Services. Outside of his advisory work, he is a part-owner of a full-service beauty salon, where he assists with maintenance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

John Busey II is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Woodbury Financial Services Inc. and Robert W. Baird & Co. Inc., as well as self-employment. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing a variety of discretionary and third-party management strategies.