John Bianchi is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2023. Prior to that, he was with LPL Financial for 10 years and has owned Oakwood Wealth Management since 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and custodial relationships.

Matthew Pedersen is a financial advisor with Thrivent Investment Management in Sturtevant, WI. He holds Series 63 and Series 66 designations and has four years of industry experience. Prior to joining Thrivent in 2026, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He also has experience in public service, including roles at the Department of Correction and the Office of Governor Scott Walker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various topics, with options to combine planning with managed-account programs under a consolidated billing system.

Jennifer Norvik is a financial advisor with Edward Jones in Oak Creek, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Molded Rubber and Plastic Corp and C&C Administration. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Yingling is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Osaic, he has been associated with Kutschenreuter Financial Services Inc since 2016. He is also a property and casualty insurance broker engaged in the sale of personal and commercial lines insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and provides integrated brokerage and advisory services. The firm employs various asset allocation tools and offers portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments managed on discretionary or non-discretionary bases.

Domingo Bastardo is a financial advisor with Primerica Advisors in Milwaukee, WI, holding Series 63 and Series 65 credentials and four years of industry experience. He has been with Primerica Advisors since 2021 and Primerica Financial Services since 2012. Outside of advising, he owns an independent tax business, Ismael's Services, LLC, and is a registered notary public in Wisconsin. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and uses a tiered percentage-based fee model distinct from fixed-fee billing options.

Janet Ertl is a financial advisor with Raymond James & Associates in Racine, WI, holding a Series 63 designation and 31 years of industry experience. She has worked at Raymond James since 2018, preceded by roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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 designations and has previously worked at Securities America Advisors, Inc. and Wells Fargo Advisors. Outside of her advisory role, she is Vice President at Tri City National Bank. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs advanced portfolio construction tools and supports various account management options, including access to third-party money managers and wrap programs.

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 financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. She previously worked at Billing Management, Inc. for eight years before joining Edward Jones in 2019. 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 and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenda Merschdorf is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds Series 63, Series 65, and Series 66 licenses. 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 and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Jonathan Fiorito is a financial advisor with LPL Financial in Milwaukee, WI, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, AXA Advisors, Chase Investment Services, MSI Financial Services, and Money Concepts Capital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Stephanie Johnson is a Series 66-credentialed financial advisor with J.P. Morgan Securities, based in Racine, WI. She has two years of industry experience, including roles at JPMorgan Chase Bank and BMO Bank. Outside of finance, she has experience working with Belle City Learning and Reefpoint Brewhouse. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Jeffery Lister is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Woodbury Financial Services, Inc. for 22 years. He has engaged in the occasional sale of fixed life insurance through a sole proprietorship. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.