John Chiappetta is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Cetera and also owns Kaizen Financial Partners. Outside of advisory work, he manages employees in a restaurant group in Kenosha, WI. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets.

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.

Gustavo Sanchez is a financial advisor with LPL Financial in Burlington, WI, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at PNC Investments, PNC Bank, Fifth Third Securities, and Fifth Third Bank. Outside of his advisory work, he is employed as a shipping specialist at UPS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, managed portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology across its large network of advisors.

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.

Brian Gregg is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, following prior roles at BMO Harris Financial Advisors, Amcore Investment Services, and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research in its due diligence process and offers investment recommendations that may include ESG considerations.

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®-designated financial advisor with 35 years of industry experience, currently with Raymond James & Associates since 2018. He previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, Brandt serves as a committee member for the Burlington City Park Board. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

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.

Nicole Nickel is an advisor at LPL Financial with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Next Financial Group, Kohler Co, Interactive Resources, BMO Harris Bank NA, and Associated Bank Corp. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,900 advisors.

Daniel Larson is a Series 66-licensed financial advisor with LPL Financial, based in Racine, WI. He has experience working at Educators Credit Union and the University of Wisconsin Whitewater. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and advisor tools.

Matthew Egner is a financial advisor at LPL Financial with 24 years of industry experience. He has worked at Landmark Credit Union since 2015 and was previously employed at PNC Wealth Management. He holds Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Nathan Niewinski is a financial advisor with LPL Financial holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Johnson Financial Group, Harbour Investments, 818 Capital Group, The Tranel Financial Group, Money Concepts Capital Corp, McAdam LLC, Live Nation Entertainment, Morgan Stanley, and UBS Financial Services. He also operates as an Independent Insurance Agent. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced technology and a wide scope of non-advisory financial services.

Roberta Lewis is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Securities America Advisors, Inc., Wells Fargo Clearing, and Chase Investment Services Corp. Outside of her advisory role, she serves as Vice President of Tri City National Bank. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, enabling advisors to implement discretionary strategies and select third-party managers.

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 six years of industry experience. He previously worked at Merrill and Equitable Advisors LLC and currently serves as a commercial boating instructor and master captain with Wendella Sightseeing Company. J.P. Morgan Securities provides institutional consulting services for plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Skipper Riley is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2020. His prior roles include five years at VOYA Financial Advisors and eight years at Advanced Planning Capital Corporation. He also co-owns Riley & Lowe Financial Solutions LLC, an investment-related business. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Nicole Martin is a Series 66 licensed financial advisor with Edward Jones in Racine, WI. She has seven years of experience at Edward Jones and eight years of prior experience with Billing Management, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.