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.

Jacob Michalski is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2021. Prior to that, he was employed by JPMorgan Chase Bank, N.A., and has experience with companies including Routine Baseball and Complex Solutions. 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 services on a non-discretionary basis, with clients retaining final decision-making authority.

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.

Kevin Lenci is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank, N.A. since 2013. 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 through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management functions.

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.

Nicholas Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at LPL Financial, Grove Point Investments, Elmbrook Associates, and several other firms. He also serves as a notary and is involved with a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

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.

Rachel Lutze is a financial advisor with Thrivent Investment Management in Oak Creek, WI, holding the Series 63 and Series 65 designations and having 20 years of industry experience. She has been with Thrivent Investment Management since 2006 and has worked with Thrivent Financial for Lutherans since 2005. Outside of her advisory work, she is a wellness advocate with doTERRA essential oils, conducting classes and managing an online sales site. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on a wide range of financial planning topics. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing approach while maintaining separate planning and portfolio management services.

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.

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.

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.

Charles Winn is a CFP® certificant with 22 years of industry experience, currently serving as a financial advisor at Cetera. He has a background that includes roles at Avantax and Mass Mutual Investors Services, and he is a managing member of DB Wehring Wealth LLC, where he focuses on practice management, financial planning, and investment advisory services. Winn is also involved in project management through LegUp Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

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.

Joseph Pirozzolo is a CFP® with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities LLC since 2014. 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 through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

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.

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.

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.

Jennifer Norvik is a financial advisor with Edward Jones in Oak Creek, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Molded Rubber and Plastic Corp and C&C Administration. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Janet Ertl is a financial advisor with Raymond James & Associates in Racine, WI, holding a Series 63 designation and 31 years of industry experience. She has worked at Raymond James since 2018, preceded by roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.