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.

Darren Woodmore is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior work includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank, as well as a brief entrepreneurial venture with Crosskicks Fitness LLC. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Hamza Bendjabeur is a Series 66-credentialed advisor at Thrivent Investment Management with one year of industry experience. His prior roles include positions at Merrill and College for Financial Planning, as well as nine years at General Agro eurl. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic reviews and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Christopher Lowe is a financial advisor with LPL Financial in Racine, WI, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at VOYA Financial Advisors for five years before joining LPL Financial in 2020. Outside of his advisory role, he serves as president of an insurance agency and acts as a fiduciary trustee managing finances for his disabled son. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, along with access to model portfolios, research, and various specialized services.

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.

Casey Sackman is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Evergreen Medical Services, Excel Ltd Inc, and Franconi Development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Emily Lanham is a financial advisor with LPL Financial based in Racine, WI. She holds the Series 66 designation and has been in the financial industry since 2024. Prior to joining LPL Financial and Johnson Financial Group Financial Advisors in 2025, she worked at TD Auto Finance and was involved with Washtenaw Golf Club and PowerWellness at Washtenaw Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Peter Cole Jr. is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2009. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Bailey is a Senior Financial Advisor at Merrill Lynch Wealth Management with nine years of experience in financial markets, specializing in global macro perspectives and individual security selection. His expertise encompasses mutual funds, stocks, bonds, ETFs, annuities, and cash options. He focuses on retirement plan creation and administration, delivering personalized wealth management strategies tailored to clients' life priorities and goals. Raised in Burlington and now based in Genoa City, Wisconsin, Robert earned a Bachelor of Arts in Economics from the University of Wisconsin System in 2010. He has worked at various financial institutions including Vanguard in Scottsdale, Arizona, and Northwestern Mutual, where he concentrated on inheritance and required minimum distributions before becoming a solo advisor with Edward Jones. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robert serves as Vice President of the Genoa City Lions Club and actively participates in community service projects. Outside of his professional commitments, he enjoys golfing, snowboarding, gardening, woodworking, 3D printing, and spending time with his family and their dog, Murica.

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.

John Chiappetta is a CFP®-designated financial advisor with 23 years of industry experience. He currently works with Cetera and has held roles with Kaizen Financial Partners and Cambridge Investment Research. Outside of his advisory work, he owns and manages a restaurant group. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gustavo Sanchez is a financial advisor with LPL Financial in Burlington, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at PNC Investments, PNC Bank, and Fifth Third Securities. Outside of his advisory work, he is employed part-time as a shipping specialist with UPS. 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 advisory programs, retirement plan consulting, and brokerage services, delivering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Thomey is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2023. His prior experience includes positions at Eighth Avenue Advisors and Cadaret, Grant & Co., Inc., as well as ownership of Thomey Financial Services, where he provides financial advice and account management. In addition to advising, he owns and operates a CPA firm offering tax preparation and advice. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

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.

Brian Gregg is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Dean Anderson is a financial advisor at Edward Jones with 40 years of industry experience. He has held his current role since 2000 and holds Series 63 and Series 65 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Clay Brandt is a CFP®-certified financial advisor with 35 years of industry experience, currently working at Raymond James & Associates since 2018. He previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Brandt serves as a committee member on the Burlington City Park Board. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse clientele that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional services, employing a variety of portfolio management styles supported by in-house research and affiliate resources.

Matthew Pedersen is a financial advisor with Thrivent Investment Management in Sturtevant, WI. He holds Series 63 and Series 66 designations and has four years of industry experience. Prior to joining Thrivent in 2026, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He also has experience in public service, including roles at the Department of Correction and the Office of Governor Scott Walker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various topics, with options to combine planning with managed-account programs under a consolidated billing system.

Marfina Peralta Alfonso is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at Soul Care Services, Advocate at Home, and several home health care organizations. She is also involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-based investment strategies supported by third-party managers and custodians.