Robert Bailey is a Senior Financial Advisor at Merrill Lynch Wealth Management with nine years of experience in financial markets, specializing in global macro perspectives and individual security selection. His expertise encompasses mutual funds, stocks, bonds, ETFs, annuities, and cash options. He focuses on retirement plan creation and administration, delivering personalized wealth management strategies tailored to clients' life priorities and goals. Raised in Burlington and now based in Genoa City, Wisconsin, Robert earned a Bachelor of Arts in Economics from the University of Wisconsin System in 2010. He has worked at various financial institutions including Vanguard in Scottsdale, Arizona, and Northwestern Mutual, where he concentrated on inheritance and required minimum distributions before becoming a solo advisor with Edward Jones. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robert serves as Vice President of the Genoa City Lions Club and actively participates in community service projects. Outside of his professional commitments, he enjoys golfing, snowboarding, gardening, woodworking, 3D printing, and spending time with his family and their dog, Murica.

James Jakscht is a financial advisor with Edward Jones in East Troy, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a caregiver for a disabled child. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branches.

Brian Carter is a financial advisor with LPL Financial in New Berlin, WI, holding Series 65 and Series 63 licenses. He has nine years of experience in the industry, including roles at BMO Bank NA and BMO Harris Bank before joining LPL Financial in 2021. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Justin Klawitter is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

Burt Reinhold is a Series 66-licensed financial advisor with Edward Jones, based in Muskego, WI, with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Gustavo Sanchez is a financial advisor with LPL Financial in Burlington, WI, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at PNC Investments, PNC Bank, Fifth Third Securities, and Fifth Third Bank. Outside of his advisory work, he is employed as a shipping specialist at UPS. 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 services including financial planning, managed portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology across its large network of advisors.

Dean Anderson is a financial advisor at Edward Jones with 40 years of industry experience. He has held his current role since 2000 and holds Series 63 and Series 65 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Clay Brandt is a CFP®-designated financial advisor with 35 years of industry experience, currently with Raymond James & Associates since 2018. He previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, Brandt serves as a committee member for the Burlington City Park Board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Melissa Fry is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and its affiliates since 2022 and previously spent over two decades as an occupational therapist at Advocate Aurora Healthcare. In addition to her advisory role, she continues to provide outpatient occupational therapy services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Christopher Yingling is a financial advisor at Osaic with Series 63 and Series 66 licenses and three years of industry experience. He also serves as an insurance broker at Kutschenreuter Financial Services Inc, where he sells personal and commercial lines of property and casualty insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process, including discretionary managed accounts and third-party money manager programs.

Andreas Mears is affiliated with LPL Enterprise and holds a Series 66 designation. He has experience working at Kurz Industrial Solutions and Zenture Solution, and has been associated with Wisconsin Lutheran College. Andreas has also held a role at Pullmans Restaurant and has been with LPL Enterprise LLC since 2016. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and various institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tara Rotfeld is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is the owner of TL and JL Holdings, LLC, her Edward Jones branch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive retail advisor and branch network, affiliated investment capabilities, and operation under a fiduciary standard.

Brian Lewis is a financial advisor with Edward Jones in Greenfield, WI, holding a Series 66 designation and 10 years of industry experience. He has been 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 manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Nicole Nickel is an advisor at LPL Financial with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Next Financial Group, Kohler Co, Interactive Resources, BMO Harris Bank NA, and Associated Bank Corp. 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, and institutional platforms, supported by a network of over 22,900 advisors.

Abigail Lindsay is a financial advisor with LPL Financial and holds a Series 66 designation. She has less than one year of industry experience and has previously worked with Johnson Financial Group while also spending several years in roles outside finance, including four years at Bistro on The Glen and over a decade with the Milwaukee Bucks. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio strategies and technology tools to support client solutions.

Scott Howard is a financial advisor with Edward Jones in Mukwonago, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and manages a family rental property business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory and investment strategies supported by a large national network of advisors and branch offices.

Jonathan Fiorito is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with LPL Financial and has previous experience at firms including CUNA Mutual Group, AXA Advisors, and Chase Investment Services. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of more than 22,800 advisors.

Jeffery Lister is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 22 years at Woodbury Financial Services, Inc. In addition to his advisory role, he has engaged in the occasional sale of fixed life insurance through his sole proprietorship. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization supported by multiple tools and customized strategies.

Camille Malueg is a financial advisor at Raymond James & Associates with 22 years of industry experience. She held a position at Robert W. Baird & Co. for 20 years prior to joining Raymond James in 2023. She holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Pamela Justus is a financial advisor with Cetera in Milwaukee, WI, holding a Series 66 license and eight years of industry experience. She has worked with Avantax Insurance Agency LLC and Avantax Investment Services, Inc., and also provides tax preparation services through Acc-u-rite Tax Service and Acc-u-rite Tax & Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.