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Branden J

Series 66

Beloit, WI

Edward Jones

Branden Johnson is a Series 66 licensed financial advisor with Edward Jones in Beloit, WI, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at World Cup Packing for six years. 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 strategies supported by a nationwide network of more than 23,000 financial advisors.

Business ownership considerations Business succession planning Founder/Business Owner
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Stacey W

Series 63, Series 66

Janesville, WI

Wells Fargo Advisors

Stacey Wiedenmeier is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has worked at Wells Fargo Clearing Services since 2018 and previously at BMO Harris from 2010 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include cash-flow, retirement, education, and specialized planning areas, using proprietary research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joel O

Series 66

Beloit, WI

Thrivent Investment Management

Joel Otto is a financial advisor with Thrivent Investment Management in Beloit, WI, holding a Series 66 credential and seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019. Outside of his advisory role, he serves on multiple nonprofit boards in the Beloit area, including Beloit Cares, Willow Women’s Center, and Outdoor Outreach, and occasionally sells sports cards through online platforms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management or institutional client services.

Business ownership considerations
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Michael R

Series 66

Janesville, WI

LPL Financial

Michael Rowley is a financial advisor with LPL Financial in Janesville, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Johnson Financial Group and Retirement Income Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with various investment strategies and operational support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dawson D

Series 66

Janesville, WI

Robert Baird & Co.

Dawson Dahlberg is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2020, following prior work at North Shore Country Club and a period focused on full-time education. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Derek H

Series 66

Janesville, WI

Wells Fargo Clearing

Derek Hahn is a financial advisor with Wells Fargo Clearing in Janesville, WI, holding a Series 66 designation and having 19 years of industry experience. His career includes roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Financial entities. He serves as treasurer for Mt. Calvary Lutheran Church, overseeing finances and participating in governance. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics grounded in diversification and modern portfolio theory.

Retired Founder/Business Owner
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Alec S

Series 66

Milton, WI

Thrivent Investment Management

Alec Schutz is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and four years of industry experience. He has worked in various roles at Thrivent and related firms since 2021. Outside of his advisory work, Alec participates as a bugler in the Veterans of Foreign Wars Honor Guard and leads the evangelism committee at Hope Lutheran Church in Milton, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across a wide range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Business ownership considerations
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Derek G

Series 63, Series 65

Janesville, WI

Robert Baird & Co.

Derek Greene is a financial advisor with Robert W. Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Robert W. Baird since 2006. Outside of his advisory role, Greene is involved in dog breeding and training and serves as a director for the Boy Scouts of America in Madison, WI. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning, portfolio management, and a variety of investment strategies that incorporate both traditional and non-traditional asset classes.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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