Jennifer Pestikas is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2022. Pestikas has experience with Abbott Laboratories Employees Credit Union and Cuna Brokerage Services, Inc. Outside of advisory work, she is co-author and podcast host for "Brave Women at Work," a series focusing on stories of resilience, and owns Jennifer Pestikas Coaching LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from multiple sources to provide both discretionary and non-discretionary management.

Eric Thomson is a CFP®-credentialed financial advisor with Edward Jones in Burlington, WI, and has 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors and more than 15,000 branches.

Alma Zelaya is a Series 66 licensed advisor at Merrill with one year of industry experience. She has worked at Bank of America, N.A. and Merrill since 2025, and previously held roles at Frost Bank/Frost Insurance Agency and in various other positions across education and corporate sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ann Morocco is a financial advisor with Osaic Wealth, Inc. She holds the Series 63 and Series 65 designations and has 16 years of industry experience. Her prior work includes roles at Securities America Advisors and Raymond James Financial Services. Outside of her advisory role, she is involved in insurance sales through a sole proprietorship. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various investment tools and supports both discretionary and non-discretionary account management across multiple asset types.

Daniel Sigman is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2026. His prior experience includes roles at Sigman Wealth Planning, Prudential Insurance Company of America, and NRECA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a nationwide network of financial advisors and branch offices.

Kelly Banner is a financial advisor with Thrivent Investment Management in Kenosha, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent since 2007. Outside of her advisory role, she is a member of JTB Real Estate LLC, where she occasionally handles paperwork and record keeping. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without discretionary portfolio management. The firm’s approach includes combining planning with managed-account programs under a consolidated billing option while maintaining separate services.

Michael Kaniok is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2008. Outside of his advisory role, he partners with clients in real estate investments focused on purchasing properties to flip or rent. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Bryan Reed is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Allstate Financial Services and Allstate Insurance. Outside of advising, he is employed by Festival Foods. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Michael Mc Kinney is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Mount Pleasant, WI. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Nathaniel Brandt is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Brandt is based in Burlington, Wisconsin. 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, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matthew Perley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017, following a year at Distinguished Programs Group. He also serves in the United States Army Reserves, focusing on exercise design for deployment readiness. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Anthony Mescher is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Wayne Hummer Investments L.L.C. for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Mauricio Currea is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Wayne Hummer Investments for 12 years and has operated Primaso Management LLC since 2008. 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 brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Barry Proctor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked for Wayne Hummer Investments for 20 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources to support various investment strategies.

Laci Cesar is a financial advisor with Thrivent Investment Management in Burlington, WI. She holds a Series 66 credential and has been with Thrivent since 2025. Prior to joining the firm, she held roles at the University of Wisconsin-Whitewater and Kwik Trip Inc. Cesar serves as a board member of Experience Burlington Young Professionals, where she assists with event planning and business development workshops. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning analyses and allows clients to combine planning with managed-account programs while keeping services separate.

Leland Werner is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2018. Prior to his financial advisory career, Werner spent five years at Wickstrom Auto Group. Outside of finance, he owns and operates Werner Motorsports, where he manages operations and serves as a racing driver and head driving instructor. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Adam Solano Jr. is a financial advisor with Mass Mutual Investors Services in Grayslake, IL, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 1999 and has worked with MassMutual Life Insurance Company since 1993. Outside of his advisory role, he is an author of nonfiction works, engages in public speaking, and is a candidate for Avon Township Trustee. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools to deliver tailored recommendations.

Deborah Besenhofer is a CFP®-designated financial advisor with Edward Jones, based in Kenosha, WI, and has 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she manages a rental property in Florida. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Travis Brown is a financial advisor with Edward Jones in Grayslake, IL, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2013. 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 nationwide network of more than 23,700 financial advisors.

Casey Torrey is a financial advisor at Edward Jones in Round Lake, IL, holding the ChFC® and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Torrey is the owner and singer of a local band called Acousticats. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with a nationwide network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.