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.”

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.

Joseph Golebiowski is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2022, he worked at Principal Life Insurance and Principal Securities Inc for a combined total of 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with diversified investment strategies and technology-driven tools.

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.

Michael Pascucci is a financial advisor with Edward Jones in Burlington, WI, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, he worked at PharMEDium, Catalyst Exhibits, Iguana Wana, the University of Wisconsin-Parkside, and Fis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and tax-efficient services, with approximately $1.01 trillion in assets under management.

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.

James Griggs is a financial advisor with Equitable Advisors in Twin Lakes, WI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Equitable Advisors since 2013 and previously at Axa Advisors, LLC. Outside of his advisory role, he is involved in life settlements through a separate business activity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management access via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Carly Dreger is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. The firm serves more than four million individual and institutional clients, offering a range of wealth management and advisory services supported by a large nationwide network of advisors and branch offices. Edward Jones provides various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Macklin Larsen is a financial advisor at Edward Jones in Fox Lake, IL, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at i3 Group from 2015 to 2018. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Leah Koehnke is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2021 and BMO Harris Financial Advisors since 2014. Additionally, she serves as a consultant for LifeVantage. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

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.

Jeffrey Szulczewski is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, previously working at Grove Point Advisors and Grove Point Investments, and has operated Szulczewski Financial Group since 1994. Outside of his advisory work, he is a business owner of Creative Energy Solutions, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and research-supported model portfolios.

Joseph Thompson is a financial advisor at Edward Jones with 37 years of experience in the industry. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at Ameriprise Financial Services for three years and Stifel Nicolaus for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Carlos Mendez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at The Roofers. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Daniel Pascucci is a financial advisor at Edward Jones in Kenosha, WI, holding a Series 63 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.