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.

Kristine Rossiter Slamka is a CFP® professional with 25 years of industry experience. She has worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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.

Jacob Michalski is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2021. Prior to that, he was employed by JPMorgan Chase Bank, N.A., and has experience with companies including Routine Baseball and Complex Solutions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

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.

Gregory Dietz is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and is concurrently associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Since 1984, he has also operated as an independent insurance agent selling fixed annuities and Medicare-related life, accident, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analysis tools, with optional implementation through brokerage or insurance arrangements.

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.

Kevin Lenci is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank, N.A. since 2013. 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 through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management functions.

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.

Nicholas Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at LPL Financial, Grove Point Investments, Elmbrook Associates, and several other firms. He also serves as a notary and is involved with a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Matthew Giese is a financial advisor with LPL Financial in Waterford, WI, holding a Series 66 credential and eight years of industry experience. He previously worked at Next Financial Group, Inc., Great Lakes Senior Living, and US Bank. Giese serves on the finance committee of a nonprofit board in the Village of Waterford. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Suzanne Yde is a financial advisor with Raymond James & Associates in Racine, WI, holding Series 63 and Series 66 credentials and possessing 35 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as Treasurer and Trustee for Saint John Nepomuk Parish and is a Finance Committee member for St. Monica's Senior Living, both nonprofit organizations in Racine. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and public entities. The firm offers financial planning and investment consulting with a non-discretionary approach, utilizing a variety of portfolio management styles and affiliated research resources.

Parry Singh is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing and BMO Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

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.

Wesley Merk is a Series 66-registered financial advisor with LPL Financial based in Big Bend, WI, and has 10 years of industry experience. He has worked concurrently with LPL Financial and Citizens Bank of Mukwonago since 2016, serving as an investment consultant at Citizens Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Hoeft is a Series 66-licensed financial advisor with LPL Financial in New Berlin, WI, having 10 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is employed as a plasma donor at BioLife. 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 a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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.

Taylor Busse is a financial advisor with LPL Financial, holding the Series 66 designation. Based in Big Bend, WI, Busse has experience working at Citizens Bank and LPL Financial since 2023. Prior roles include positions at Waukesha County Technical College, Linden Grove, and Mukwonago High School. 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 brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.