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 Series 66 licensed financial advisor with Edward Jones in Racine, WI. She has seven years of experience at Edward Jones and eight years of prior experience with Billing Management, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jonathan Fiorito is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with LPL Financial and has previous experience at firms including CUNA Mutual Group, AXA Advisors, and Chase Investment Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of more than 22,800 advisors.

Stephanie Johnson is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked previously at BMO Bank, Thrivent Financial, and JPMorgan Chase Bank in Wisconsin. Outside of financial services, she has experience in the hospitality sector, including roles at Reefpoint Brewhouse and Olive Garden. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

Jeffery Lister is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 22 years at Woodbury Financial Services, Inc. In addition to his advisory role, he has engaged in the occasional sale of fixed life insurance through his sole proprietorship. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization supported by multiple tools and customized strategies.

Camille Malueg is a financial advisor at Raymond James & Associates with 22 years of industry experience. She held a position at Robert W. Baird & Co. for 20 years prior to joining Raymond James in 2023. She holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jason Dummert is a financial advisor with Equitable Advisors, holding a Series 66 credential and 24 years of industry experience. He has been affiliated with Equitable Advisors since 2002 and prior to that was with Axa Advisors. Outside of his advisory role, he operates Frozen River Coaching, LLC, providing independent coaching and consulting services. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on personalized risk assessment and matching clients to appropriate investment models.

Livvy Osgood is a financial advisor at Robert Baird & Co. in Racine, WI, holding a Series 66 designation. Livvy has been with Baird since 2025 and has prior experience with World Golf Events, the Chicago Blackhawks, Alliant Energy, Maggie Wood Fire Pizza, and Girls on the Run - Eastern Iowa. The DDK Group at Robert W. Baird & Co., where Livvy works, serves individuals, corporate clients, pensions, and charitable organizations with a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage solutions. The firm combines manager-traded and model-traded strategies with proprietary research and ongoing monitoring to deliver advisory services.

Joseph Roubik is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Money Wise Planning Group, Sii Investments, and Capital Financial Services. He serves on the board of the Wehr Nature Center and owns a tax preparation and planning business. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting various strategies and third-party manager programs.

Gregory Britsch is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Securities America Advisors and Tri City Investments. Outside of his advisory role, he is involved in insurance sales through Northern States Brokerage. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation efforts.

Karl Weizenicker is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodbury Financial Services, LPL Financial, J.P. Morgan Securities, and Chase Investment Services Corp. In addition to his role at OSAIC, Weizenicker is involved with Savaglia Financial Advisors and Dream Plan Enjoy LLC, where he provides financial advice and markets non-securities insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. Its investment approach emphasizes model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Joseph O Brien is a financial advisor at Robert Baird & Co. in Racine, WI, holding a Series 66 designation with eight years of industry experience. Prior to joining Baird in 2018, he worked for Vantiv (now Worldpay) from 2014 to 2018. Outside of his advisory role, he is involved with the SCHS Foundation in Racine. Robert Baird & Co. delivers private wealth management services through the DDK Group, serving individuals, corporate clients, pensions, and charitable organizations. The firm employs a variety of portfolio management strategies and emphasizes ongoing manager selection and internal research, with approximately $394 billion in assets under management as of December 31, 2025.

Joseph Schilz is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Grove Point Advisors. In addition to his advisory work, he is involved in tax preparation and accounting through his business, Joseph A Schilz SC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various advisory and portfolio management options, supported by a large network of over 10,000 advisors and significant assets under management.

Lawrence Dreher is a Series 66-licensed financial advisor at OSAIC with four years of industry experience. His prior roles include positions at Woodbury Financial Services and Savaglia Financial Advisors, along with over three decades at Mortgage Guarantee Insurance Corp. Outside of finance, he works as a display pyrotechnician for multiple fireworks companies and operates a sole proprietorship focused on buying and selling collectibles. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as comprehensive financial planning, managed portfolios, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Gregory Jaeck is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. He has been with Edward Jones since 2017 in Mount Pleasant, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Alexandria Pelzek is a financial advisor with LPL Financial, holding a Series 66 designation. She has one year of industry experience and has worked previously at Summit Credit Union and in various roles including at the University of Wisconsin - Milwaukee and Milwaukee Area Technical College. Outside of financial services, she has long-term employment with Kwik Trip. 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 a variety of investment strategies and supports its large network of advisors with advanced operational and research tools.

Joshua Ringelberg is a financial advisor at Osaic with five years of industry experience. He holds the Series 66 designation and has worked previously at RBC Capital Markets for four years. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and supports a wide range of managed account and third-party manager programs.

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.