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.

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.

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.

Janet Ertl is a financial advisor with Raymond James & Associates in Racine, WI, holding a Series 63 designation and 31 years of industry experience. She has worked at Raymond James since 2018, preceded by roles at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Nicole Nickel is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Next Financial Group, Kohler Co, Interactive Resources, BMO Harris Bank NA, Associated Bank Corp, and 2020 Companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management approaches.

Daniel Larson is a financial advisor with LPL Financial based in Racine, WI. He holds a Series 66 designation and has experience working at Educators Credit Union since 2019, alongside his current role at LPL Financial. He previously worked in consulting and at the University of Wisconsin Whitewater. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Matthew Egner is a financial advisor with LPL Financial in Racine, WI, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has worked at Landmark Credit Union and LPL Financial since 2015. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Nathan Niewinski is a financial advisor with LPL Financial in Kenosha, WI, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at Johnson Financial Group, Harbour Investments, Inc., 818 Capital Group, LLC, and The Tranel Financial Group. 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 provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Roberta Lewis is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Securities America Advisors, Inc. and Wells Fargo Advisors. Outside of her advisory role, she is Vice President at Tri City National Bank. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs advanced portfolio construction tools and supports various account management options, including access to third-party money managers and wrap programs.

Jaclyn Smith is a financial advisor at Edward Jones in Kenosha, WI, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2022. 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 programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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.

Nicole Martin is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. She previously worked at Billing Management, Inc. for eight years before joining Edward Jones in 2019. 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 programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephanie Johnson is a Series 66-credentialed financial advisor with J.P. Morgan Securities, based in Racine, WI. She has two years of industry experience, including roles at JPMorgan Chase Bank and BMO Bank. Outside of finance, she has experience working with Belle City Learning and Reefpoint Brewhouse. 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 an ESG eligibility framework in its investment approach.

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.