Lynne Blodgett is a financial advisor with Robert W. Baird & Co. in Racine, Wisconsin, holding a Series 63 designation and 33 years of industry experience. She has been with Robert W. Baird since 2009. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The firm offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kevin Lenci is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management functions.

Dustin Rakowiecki is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at North Shore Bank and Walgreens. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, with access to multiple program structures and third-party money managers.

Nicholas Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at LPL Financial, Grove Point Investments, Elmbrook Associates, and several other firms. He also serves as a notary and is involved with a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Craig Lotz is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Suzanne Yde is a financial advisor with Raymond James & Associates in Racine, WI, holding Series 63 and Series 66 credentials and possessing 35 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as Treasurer and Trustee for Saint John Nepomuk Parish and is a Finance Committee member for St. Monica's Senior Living, both nonprofit organizations in Racine. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and public entities. The firm offers financial planning and investment consulting with a non-discretionary approach, utilizing a variety of portfolio management styles and affiliated research resources.

Parry Singh is a financial advisor with LPL Financial in Muskego, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Wells Fargo and BMO Bank NA. Outside of advisory work, he serves as a notary public. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by technology tools.

Rachel Lutze is a financial advisor with Thrivent Investment Management in Oak Creek, WI, holding the Series 63 and Series 65 designations and having 20 years of industry experience. She has been with Thrivent Investment Management since 2006 and has worked with Thrivent Financial for Lutherans since 2005. Outside of her advisory work, she is a wellness advocate with doTERRA essential oils, conducting classes and managing an online sales site. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on a wide range of financial planning topics. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing approach while maintaining separate planning and portfolio management services.

Christopher Lowe is a financial advisor with LPL Financial in Racine, WI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He previously worked at VOYA Financial Advisors for five years before joining LPL Financial in 2020. Outside his advisory role, Lowe serves as president of an insurance agency and acts as a fiduciary trustee managing finances for his disabled son. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and a broad range of investment strategies.

Kevin Hoeft is a financial advisor with LPL Financial, holding a Series 66 license and 10 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved with investment services and wealth management at UW Credit Union and also donates plasma through BioLife. 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, utilizing model portfolios and third-party subadvisors, along with institutional platforms and operational tools.

Emily Lanham is a financial advisor with LPL Financial based in Racine, Wisconsin, holding a Series 66 designation and one year of industry experience. She has worked with Johnson Financial Group Financial Advisors and TD Auto Finance, and has been involved with Washtenaw Community College’s PowerWellness program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and extensive asset management capabilities.

Charles Winn is a CFP® certificant with 22 years of industry experience, currently serving as a financial advisor at Cetera. He has a background that includes roles at Avantax and Mass Mutual Investors Services, and he is a managing member of DB Wehring Wealth LLC, where he focuses on practice management, financial planning, and investment advisory services. Winn is also involved in project management through LegUp Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

Joel Leibengood is a CFP® with three years of industry experience currently advising clients at Cetera in Milwaukee, WI. His prior experience includes roles in education at Purdue University as well as work in banking and small business. He has also been involved with community organizations such as Harris Junior Baseball and Softball Association. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and provides advisors with access to multiple investment platforms and third-party managers.

Amanda Goelz is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and three years of industry experience. She has worked at Baird since 2022 and has prior experience at Tuckaway Country Club, Umb, and other firms. Outside of her advisory role, she owns Elventures LLC, a business that creates and sells handmade goods related to the Elf on the Shelf Christmas tradition. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, and internal research tools to support client advice.

Brian Carter is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and five years of experience at the firm. He has also worked at BMO Bank NA since 2017 and was previously with BMO Harris Bank from 2011 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by a large network of investment adviser representatives.

Joseph Pirozzolo is a CFP® with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities LLC since 2014. J.P. Morgan Securities LLC 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Justin Klawitter is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

Burt Reinhold is a Series 66-licensed financial advisor with Edward Jones, based in Muskego, WI, with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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.

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.