Brian Lewis is a financial advisor with Edward Jones in Greenfield, WI, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

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.

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.

Charlene Wehring is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and 29 years of industry experience. She has a long career history including nearly three decades at Avantax Advisory Services and various roles running her own CPA and insurance businesses. Wehring is also involved in managing multiple business entities related to tax, wealth management, and disability insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Abigail Lindsay is a financial advisor with LPL Financial and holds a Series 66 designation. She has one year of industry experience and previously worked for the Milwaukee Bucks for twelve years and managed Bistro on The Glen for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and brokerage services, supported by research and technology-driven investment solutions.

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.

Joshua Beaugrand is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, and he is also the owner and president of Beaugrand Tax & Accounting LLC, a tax preparation service in South Milwaukee. Additionally, he serves as treasurer for Hope Village International Inc., overseeing financial reporting and compliance. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified investment programs and financial services through a multi-manager platform supported by over 10,000 advisors nationwide.

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.

Jonathan Fiorito is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at CUNA Brokerage Services, Inc., CUNA Mutual Group, and AXA Advisors, LLC. 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 along with model portfolios and research from various sources.

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.

Jeffery Lister is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Woodbury Financial Services, Inc. for 22 years. He has engaged in the occasional sale of fixed life insurance through a sole proprietorship. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Camille Malueg is a financial advisor at Raymond James & Associates with 22 years of industry experience. She held a position at Robert W. Baird & Co. for 20 years prior to joining Raymond James in 2023. She holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Pamela Justus is a financial advisor with Cetera in Milwaukee, WI, holding a Series 66 license and eight years of industry experience. She has worked with Avantax Insurance Agency LLC and Avantax Investment Services, Inc., and also provides tax preparation services through Acc-u-rite Tax Service and Acc-u-rite Tax & Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

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.

Joseph Roubik is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc and Sii Investments. Outside of his advisory role, he owns a tax preparation and planning business and serves on the board of the Wehr Nature Center, a community nature facility. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a variety of investment types.

Gregory Britsch is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at OSAIC since 2024. Prior to this, he was with Securities America Advisors and Securities America Inc, and he has been associated with Tri City Investments since 2009. Outside of his advisory role, he has experience in insurance sales through Northern States Brokerage. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers. The firm employs asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Karl Weizenicker is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services and LPL Financial. Outside of his primary advisory role, he is involved with Savaglia Financial Advisors, providing financial planning and investment services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using a variety of asset-allocation tools and third-party solutions to construct portfolios tailored to client risk tolerance and investment objectives.

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.

Joseph Schilz is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Grove Point Advisors. Outside of his advisory work, he is involved in tax preparation and accounting through his separate CPA practice. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing assets totaling more than $256 billion.