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.

Suzanne Yde is a financial advisor with Raymond James & Associates in Racine, WI, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She previously worked at Wells Fargo Clearing before joining Raymond James in 2018. Outside of her advisory role, she serves as treasurer and trustee on the finance council for Saint John Nepomuk Parish and is a committee member on the finance committee for St. Monica's Senior Living. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and non-profits, offering financial planning and consulting services primarily on a non-discretionary basis, supported by diverse investment strategies and affiliate resources.

Parry Singh is a financial advisor with LPL Financial in Muskego, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Wells Fargo and BMO Bank NA. Outside of advisory work, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by technology tools.

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.

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.

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.

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® 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.

Justin Klawitter is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

Burt Reinhold is a Series 66-licensed financial advisor with Edward Jones, based in Muskego, WI, with 10 years of industry experience. He has been with Edward Jones since 2016. 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 solutions supported by a large nationwide network of advisors and branch offices.

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.

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.

Jennifer Norvik is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Molded Rubber and Plastic Corp and C&C Administration. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

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.