Dawn Makurat is a financial advisor at LPL Financial in Oshkosh, WI, holding the Series 66 designation with six years of experience at LPL and a prior role supporting long-term care for the State of Wisconsin. She is also a commissioned notary public. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors and a range of investment and retirement solutions.

John Welsch is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of finance, he has involvement in an online furniture sales business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, utilizing both in-house and third-party managers along with a range of portfolio management and financial planning services.