David Hatton is a CFP®-designated financial advisor with 27 years of industry experience. He is currently associated with LPL Financial and has worked in the financial services sector including tenures at Old National Bank and First Midwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Michael Morrone is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Ameriprise in Kenosha, WI since 2020. He previously worked for Ameriprise Financial Services, Inc. for 15 years. Morrone serves on the Board of Directors for the Kenosha History Center. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Teresa Chadha is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having one year of industry experience. She has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2007. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sandra Myles is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved with Critical Data Recovery, a computer data recovery and bookkeeping business. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services on a non-discretionary basis.

Andrew Fitzpatrick is a financial advisor with Wells Fargo Advisors in Kenosha, WI, holding the CFA® designation and Series 65 and 66 licenses. He has 16 years of industry experience, including prior roles within Wells Fargo Clearing and Wells Fargo Advisors, LLC. Fitzpatrick is also a 50% owner of The Fitzpatrick Group, LLC, an investment advisory firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

Christine Kusher is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with LPL Financial since 2022 and has concurrent roles at Cuna Brokerage Services, Inc. and Cuna Mutual Insurance Society since 2010. Outside of her advisory work, she is also a self-employed musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from various sources to support discretionary and non-discretionary management.

Sara Putz is a financial advisor with LPL Financial in Salem, WI, holding Series 63 and Series 66 designations and 14 years of industry experience. Her previous roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Community State Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options, supported by research and model portfolios.

Jonathan Jansky is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 13 years of industry experience. His career includes positions at J.P. Morgan Chase Bank and Charles Schwab. Outside of his advisory work, he performs as a musician in a cover band. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Nicholas Donofrio is a financial advisor at Edward Jones in Kenosha, WI, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Allstate Insurance Co, J.P. Morgan Securities LLC, and Securities America, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Ranieri is a financial advisor with Thrivent Investment Management in Gurnee, Illinois, holding a Series 66 designation and having 23 years of industry experience. He has worked with Thrivent Financial for Lutherans since 2005 and with Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering various topics and offers the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Colleen Kehoe is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. She has eight years of industry experience, including roles at MassMutual Life Insurance Company, Ameriprise, and Thrivent Financial. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning engagements are collaborative and use firm-approved tools to analyze client goals, providing recommendations without discretionary authority.

Mark Kohnke is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has a long-standing tenure with Primerica, beginning in 2000 across several affiliated entities, and previously worked at Travel Centers of America. Outside of his advisory role, Kohnke owns a delivery service business and has worked as an Uber driver. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established third parties.

Carolyn Rowland is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. She has been with Cambridge Investment Research Advisors since 2015 and has additional roles within affiliated firms dating back to 2014. Outside of her advisory work, she is involved with CJ&K Training Services in an administrative capacity within the environmental services industry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing multiple custody platforms and proprietary as well as third-party investment strategies.

Kira Cole is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank, JP Morgan Securities LLC, and Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

Robert Siers is a CFP® with 17 years of industry experience, currently serving as an advisor at J.P. Morgan Securities since 2012. Prior to this, he worked at JPMorgan Chase Bank, N.A. beginning in 2008. Outside of his advisory role, he is an owner and partner in Hatch and Fletch, LLC, a business involved in land acquisition. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

William Smith is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Thrivent, he worked at Allstate for seven years. Smith serves as a board member for the Arc of Racine County, a nonprofit advocating for students with developmental and intellectual disabilities. 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 covering topics such as retirement and estate planning, with ongoing reviews but does not manage portfolios for institutional clients.

Jamie Young is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. Prior to joining Osaic in 2024, Jamie worked for Woodbury Financial Services for nine years and has operated a sole proprietorship for fixed life insurance and annuity sales since 1986. Jamie is also a board member of the Kenosha Community Foundation. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to third-party money managers and various managed account solutions. The firm employs asset-allocation tools and risk assessment methods to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary management.

Philipp Tippow is a financial advisor with Ameriprise in Libertyville, IL, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016. Outside of advisory work, he is a co-owner of PaxCo, a business involved in practice management. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement. The firm’s investment approach integrates proprietary research and third-party data to provide customized retirement income planning within a defined investment universe.

Chavonta Parker is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Parker worked at Jeniko Machine Works and 3d Industries, with earlier experience at Marking Specialist Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Michael Schachner is a financial advisor at Edward Jones in Libertyville, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at DePaul University for three years and was a professional golfer and self-employed from 2008 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets under management through a large national network of financial advisors and branch offices.