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.

Jennifer Norvik is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Molded Rubber and Plastic Corp and C&C Administration. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

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.

Andreas Mears is affiliated with LPL Enterprise and holds a Series 66 designation. He has experience working at Kurz Industrial Solutions and Zenture Solution, and has been associated with Wisconsin Lutheran College. Andreas has also held a role at Pullmans Restaurant and has been with LPL Enterprise LLC since 2016. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and various institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 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.

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.

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 less than one year of industry experience and has previously worked with Johnson Financial Group while also spending several years in roles outside finance, including four years at Bistro on The Glen and over a decade with the Milwaukee Bucks. 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 through a large network of investment adviser representatives, utilizing various portfolio strategies and technology tools to support client solutions.

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.

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 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.

Jonathan Fiorito is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with LPL Financial and has previous experience at firms including CUNA Mutual Group, AXA Advisors, and Chase Investment Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of more than 22,800 advisors.

Stephanie Johnson is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked previously at BMO Bank, Thrivent Financial, and JPMorgan Chase Bank in Wisconsin. Outside of financial services, she has experience in the hospitality sector, including roles at Reefpoint Brewhouse and Olive Garden. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

Jeffery Lister is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 22 years at Woodbury Financial Services, Inc. In addition to his advisory role, he has engaged in the occasional sale of fixed life insurance through his sole proprietorship. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization supported by multiple tools and customized strategies.

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.

Jason Dummert is a financial advisor with Equitable Advisors, holding a Series 66 credential and 24 years of industry experience. He has been affiliated with Equitable Advisors since 2002 and prior to that was with Axa Advisors. Outside of his advisory role, he operates Frozen River Coaching, LLC, providing independent coaching and consulting services. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on personalized risk assessment and matching clients to appropriate investment models.

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.