Charles Koules is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. He has worked at Merrill and Equitable Advisors LLC prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. In addition to his advisory role, he is a licensed USCG Master Captain and works as an instructor and commercial boat captain. 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 customized, non-discretionary advice through its Institutional Consulting Services program.

Skipper Riley is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, following five years at VOYA Financial Advisors. Riley has also operated Riley & Lowe Financial Solutions LLC since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research, with discretionary and non-discretionary management options.

Chad Brown is a financial advisor with J.P. Morgan Securities in Pleasant Prairie, WI, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2014. Outside of his advisory role, he coaches youth soccer for local clubs AFC Union and Rush Union. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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.

Livvy Osgood is a financial advisor at Robert Baird & Co. in Racine, WI, holding a Series 66 designation. Livvy has been with Baird since 2025 and has prior experience with World Golf Events, the Chicago Blackhawks, Alliant Energy, Maggie Wood Fire Pizza, and Girls on the Run - Eastern Iowa. The DDK Group at Robert W. Baird & Co., where Livvy works, serves individuals, corporate clients, pensions, and charitable organizations with a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage solutions. The firm combines manager-traded and model-traded strategies with proprietary research and ongoing monitoring to deliver advisory services.

Brooke Kreuser is a Series 66-licensed financial advisor with Edward Jones, based in Kenosha, WI, and has two years of industry experience. She has been with Edward Jones since 2023 and has held various roles prior to her financial advisory career. Brooke serves on the board of the Kenosha Women's Network, participating in decision-making for events and membership growth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Maggie Watson is an investment advisor affiliated with LPL Financial and Heritage Wealth Partners, holding a Series 66 designation. She has been in the financial industry since 2025 and has prior experience in healthcare and nutrition, including operating Maggie Watson Nutrition LLC as a registered dietitian health coach. Watson also works with Three Point Healthcare as a registered dietitian. 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 and financial planning services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Jan Genovez is a financial advisor with Primerica Advisors in Gurnee, IL, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Primerica Advisors since 2021 and also has a background with the Veterans Affairs since 2014. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, catering to individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Jerry Doran is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he serves as a Ministry Leader for HIS Ministry, a men's group at St Mark Lutheran Church focused on Bible study and charitable fundraising. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a broad range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning and separates its planning services from managed-account programs.

Joseph O Brien is a financial advisor at Robert Baird & Co. in Racine, WI, holding a Series 66 designation with eight years of industry experience. Prior to joining Baird in 2018, he worked for Vantiv (now Worldpay) from 2014 to 2018. Outside of his advisory role, he is involved with the SCHS Foundation in Racine. Robert Baird & Co. delivers private wealth management services through the DDK Group, serving individuals, corporate clients, pensions, and charitable organizations. The firm employs a variety of portfolio management strategies and emphasizes ongoing manager selection and internal research, with approximately $394 billion in assets under management as of December 31, 2025.

Gregory Jaeck is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. He has been with Edward Jones since 2017 in Mount Pleasant, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Ulysses Smith Jr. is a financial advisor with Primerica Advisors in Winthrop Harbor, IL, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, Smith owns multiple small businesses, including a sales company and a labor services firm, and is involved in various gig economy roles such as rideshare driving and online retail selling. Primerica Advisors serves primarily individual investors and manages a wrap-fee asset management program with approximately $15.5 billion in assets under management. The firm provides advisory services through a large network of advisors using model-delivery strategies created by unaffiliated asset managers.

Peter Brush is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 17 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Anne Poisl is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has been with R.W. Baird since 2018 and previously worked at Johnson Financial Group/Johnson Investment Services for 29 years. She holds a Series 66 designation and is based in Racine, WI. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, providing a range of strategies from traditional allocations to more complex investments.

Kelly Banner is a financial advisor with Thrivent Investment Management in Kenosha, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent since 2007. Outside of her advisory role, she is a member of JTB Real Estate LLC, where she occasionally handles paperwork and record keeping. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without discretionary portfolio management. The firm’s approach includes combining planning with managed-account programs under a consolidated billing option while maintaining separate services.

Michael Kaniok is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2008. Outside of his advisory role, he partners with clients in real estate investments focused on purchasing properties to flip or rent. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Bryan Reed is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Allstate Financial Services and Allstate Insurance. Outside of advising, he is employed by Festival Foods. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Michael Mc Kinney is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Mount Pleasant, WI. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michael Lambert is a financial advisor with Primerica Advisors in Winthrop Harbor, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, Lambert operates a sole proprietorship, Lambert & Associates, unrelated to investments, and is involved in the sale of home security and automation product referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of model offerings.

Deborah Besenhofer is a CFP®-designated financial advisor with Edward Jones, based in Kenosha, WI, and has 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she manages a rental property in Florida. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Elizabeth Lambert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has worked with PFS Investments Inc. since 2000 and has been affiliated with Primerica Financial Services since 1992. Outside of her advisory role, she is involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.