Michael Lacey is a financial advisor with LPL Financial based in Mount Pleasant, WI, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior experience includes roles at Prudential Investment Management Services, Global Portfolio Strategies Inc., and MidwestOne Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Heller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Woodbury Financial Services Inc. for nine years and OSAIC for one year. He also operates T. Heller Financial, a business entity related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Janet Franz is a financial advisor with Equitable Advisors in Kenosha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Dean Labelle is a financial advisor with Cetera who holds the Series 66 designation and has 26 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2004 and also owns and operates Dean Labelle Accounting, providing accounting, bookkeeping, payroll, and tax services since 1992. Additionally, he serves as a music director and worship service planner for a religious organization. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a variety of portfolio management and financial planning services through a large network of independent advisors.

Keith Dreger is a financial advisor with Thrivent Investment Management in Kenosha, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Dreger is an agent with Frey-Rude Associates, an independent property and casualty insurance agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with an option to combine planning with managed-account services under a consolidated billing structure.

Shyanne Lamb is a financial advisor at Edward Jones in Kenosha, WI, holding a Series 66 designation. She has one year of experience in the industry, with prior roles at Frontida Management Group, Creating Clarity, Intuit, and other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Robert Blameuser is a financial advisor at Blameuser Asset Management with 23 years of industry experience. He holds the ChFC® designation and Series 63 license and has been associated with First Midwest Securities, Inc. since 1993. Outside of his advisory work, he plays the trumpet in various bands and may also teach music. Blameuser Asset Management provides portfolio management and financial planning services to both institutional clients and individual investors. The firm employs individualized portfolio management strategies and also offers insurance brokerage services, operating on a small scale with about $4.5 million in assets under management across roughly 25 clients.