Peter Brush is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 17 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Anne Poisl is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has been with R.W. Baird since 2018 and previously worked at Johnson Financial Group/Johnson Investment Services for 29 years. She holds a Series 66 designation and is based in Racine, WI. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, providing a range of strategies from traditional allocations to more complex investments.

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 the Series 63 and Series 65 designations and has previously worked with Allstate Financial Services and Allstate Insurance Co. In addition to his advisory role, he is employed at Festival Foods. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

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.

Michael Lambert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside his advisory role, he operates a sole proprietorship, Lambert & Associates, and receives non-investment compensation from affiliated companies for mortgage loan sales and home security product referrals. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by third-party asset managers and supports account custody and trade execution through established partners.

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.

Elizabeth Lambert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1992. Outside of her advisory role, she receives compensation for referrals related to loan products, home security, and automation services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with thousands of advisors and offices and employs third-party asset managers alongside custodial support from Pershing.

Kim Nash Walker is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Lanex LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option that combines planning with managed-account services while maintaining these services separately.

Brittany Lee is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Racine, WI, bringing three years of industry experience. Her prior roles include positions at Professional Wealth Advisors and Planners Financial Group. She is also a co-owner of Fluid Jiu Jitsu Mount Pleasant. Baird’s Private Wealth Management department serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Andrew Heller is a financial advisor with LPL Financial in Kenosha, WI, holding Series 63 and 66 licenses and seven years of industry experience. He previously worked at Woodbury Financial Services and OSAIC, and has experience outside finance including a role at Lumen Christi Catholic School. He is also the owner of a business called Just A Little Kick. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with advice delivered primarily through a large network of investment adviser representatives.

Paul Gwidt is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has worked for three years. His prior experience includes roles at Wells Fargo Clearing Services, The VanderBloemen Group, and the University of St Thomas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit entities. The firm provides non-discretionary financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

Stephen Levonowich is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services INC, Spectrum Wealth Advisors, City of Kenosha, and PPG Partners LLC. Outside of advising, he is the owner and president of SJL Tax & Accounting, a tax preparation and accounting firm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various tools and third-party resources to construct diversified portfolios for individual and institutional investors.

Robert Wickenkamp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012 and also operates RJW Investment Consultants and RJW Insurance Consultants, providing insurance and investment consulting services. Additionally, he offers college funding counseling through RJW College Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies and platforms, combining proprietary models with third-party strategies, and supports both discretionary and non-discretionary account management.

Hollie Nelson is a financial advisor at Robert Baird & Co. with 31 years of industry experience. She has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 designations. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a range of investment strategies and manager options.

Anthony Stella is a financial advisor with Stifel in Racine, WI, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2001. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Morrisey is a CFP® with 28 years of industry experience, currently serving at Robert Baird & Co. since 1997. He is based in Racine, WI, and holds a Series 63 license. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and complex strategies.

Quinn Landl is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working with the Krannert Art Museum. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

David Besenhofer is a financial advisor with Edward Jones in Union Grove, WI, holding a Series 66 designation and seven years of industry experience. He joined Edward Jones in 2018 after working at Family Heritage and Washington National Insurance. Outside of his advisory role, he manages a seasonal rental property in Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.