Catherine Krauter is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked with Thrivent Financial and its affiliates since 2023. Outside of her advisory role, she is involved as an advocate with Perfectly Posh, a direct selling skincare company, primarily for personal and family use. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning relationships and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Christopher Lowe is a financial advisor with LPL Financial in Racine, WI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He previously worked at VOYA Financial Advisors for five years before joining LPL Financial in 2020. Outside his advisory role, Lowe serves as president of an insurance agency and acts as a fiduciary trustee managing finances for his disabled son. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and a broad range of investment strategies.

William Sparks II is a Certified Financial Planner (CFP®) with 30 years of industry experience, currently advising at Raymond James & Associates since 2016. He holds Series 63 and Series 66 licenses and is based in Kenosha, WI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Emily Lanham is a financial advisor with LPL Financial based in Racine, Wisconsin, holding a Series 66 designation and one year of industry experience. She has worked with Johnson Financial Group Financial Advisors and TD Auto Finance, and has been involved with Washtenaw Community College’s PowerWellness program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and extensive asset management capabilities.

Peter Cole Jr. is a financial advisor with J.P. Morgan Securities in Kenosha, WI, holding Series 63 and Series 66 designations and 21 years of industry experience. His career includes roles at Edward Jones from 2007 to 2009 and JPMorgan Chase Bank, N.A. since 2009. He has been with J.P. Morgan Securities since 2012. 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 searches, and customized performance reporting within a non-discretionary advisory framework.

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® and holds a Series 66 license, with 17 years of experience in the financial industry. He has worked at J.P. Morgan Securities and related entities since 2011, including roles at JPMorgan Chase Bank, N.A., and Morgan Stanley. 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 searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

John Chiappetta is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Cetera and also owns Kaizen Financial Partners. Outside of advisory work, he manages employees in a restaurant group in Kenosha, WI. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets.

Justin Mager is a Series 66-credentialed financial advisor at LPL Financial with eight years of industry experience. His prior roles include positions at Fifth Third Securities, Edward Jones, and Johnson Financial Group. Outside of his advisory work, he is a business owner of My Pro Pulse and has worked as a delivery driver for DoorDash. 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, including financial planning, model portfolio programs, and institutional platforms, with investment strategies that include strategic and tactical allocations, direct indexing, and alternative exposures.

Michael Thomey is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Eighth Avenue Advisors and Prudential Equity Group, LLC, as well as longstanding ownership of Thomey Financial Services. He also operates a CPA practice focused on tax preparation and advice. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of customizable investment strategies.

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.

Brian Gregg is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, following prior roles at BMO Harris Financial Advisors, Amcore Investment Services, and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research in its due diligence process and offers investment recommendations that may include ESG considerations.

Matthew Pedersen is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other positions in both public and private sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on a variety of planning topics. The firm’s approach separates planning from managed-account services and emphasizes periodic reviews without discretionary trading authority.

Janet Ertl is a financial advisor with Raymond James & Associates in Racine, WI, holding a Series 63 designation and bringing 31 years of industry experience. She has worked at Raymond James & Associates since 2018 and was previously employed by Wells Fargo Clearing from 2016 to 2018. Raymond James & Associates, Inc. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Larson is a Series 66-licensed financial advisor with LPL Financial, based in Racine, WI. He has experience working at Educators Credit Union and the University of Wisconsin Whitewater. 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 various investment strategies and advisor tools.

Matthew Egner is a financial advisor at LPL Financial with 24 years of industry experience. He has worked at Landmark Credit Union since 2015 and was previously employed at PNC Wealth Management. He holds Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Nathan Niewinski is a financial advisor with LPL Financial holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Johnson Financial Group, Harbour Investments, 818 Capital Group, The Tranel Financial Group, Money Concepts Capital Corp, McAdam LLC, Live Nation Entertainment, Morgan Stanley, and UBS Financial Services. He also operates as an Independent Insurance Agent. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced technology and a wide scope of non-advisory financial services.

Roberta Lewis is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Securities America Advisors, Inc., Wells Fargo Clearing, and Chase Investment Services Corp. Outside of her advisory role, she serves as Vice President of Tri City National Bank. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, enabling advisors to implement discretionary strategies and select third-party managers.

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.