ADVISOR BIO

Paul Nash is an investment advisor representative with PFS Investments Inc. Paul has been in the industry since June 2020 and is registered with the state of Wisconsin and Minnesota. Paul's experience in financial services includes helping individuals and families create financial plans, manage investments, and achieve their financial goals. Paul has earned the Series 63, 6TO, and SIE licenses. Paul has a focus on working with individuals and families.

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ADVISOR BIO

Rachelle Lynn Anglemyer is a financial advisor with Edward Jones. Rachelle has been in the financial industry since November 27, 2016, and is registered with the state of Wisconsin. Rachelle holds a Series 66 license and is licensed to sell securities in 12 states, and is a Registered Investment Advisor in Wisconsin.

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ADVISOR BIO

Randolph Jerry Sinz is a financial advisor with over 40 years of experience in the industry. Randolph Jerry Sinz is currently registered with Stifel, Nicolaus & Company, Inc. in Eau Claire, Wisconsin. Prior to joining Stifel, Nicolaus & Company, Inc., Randolph Jerry Sinz was affiliated with UBS Financial Services Inc. and Piper Jaffray & Co., both in Eau Claire, Wisconsin. Randolph Jerry Sinz is also a licensed musician and performs with a band in Eau Claire.

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ADVISOR BIO

Randy Risler is an investment advisor representative with Commonwealth Financial Network. Randy has been in the industry since May 15, 2000 and has a wide range of experience. Randy is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses and certifications. These include Series 6, 7, 26, 53, 63, and 65 licenses. Randy has been with Commonwealth Financial Network since February 2005. Previously, Randy worked for CAP PRO BROKERAGE SERVICES, INC. and H.D. VEST INVESTMENT SERVICES. Randy also owns and operates a business called Nine Pillars, LLC. Randy is a highly experienced and qualified investment advisor representative.

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ADVISOR BIO

Robert Johnson is a registered investment advisor representative with State Farm Investment Management Corp. Robert has been in the industry since 1998 and has a Series 6, Series 63, and SIE license. Robert's registrations include Minnesota and Wisconsin. In addition to being a registered representative, Robert is also a Chartered Financial Consultant. Robert is associated with State Farm Investment Management Corp. and has been with the firm since 2018. Robert also owns and operates Robert Johnson's Insurance Agency.

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ADVISOR BIO

Robert Christopher Barthen is an investment advisor representative with Osaic Wealth, Inc., located in Eau Claire, WI. Robert has been in the financial services industry since August 27, 1993. Robert has a Series 6, Series 63, and Series 65 license. Robert is registered with the state of Minnesota and Wisconsin. Osaic Wealth, Inc. is a registered investment advisor, and offers financial planning, pension consulting, and educational seminars. The firm has over 437,201 accounts, and manages approximately $94,557,613,744 in assets for its clients.

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ADVISOR BIO

Robert Dillon is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with LPL Financial LLC and has previously worked with CUNA Brokerage Services, Inc., INVEST FINANCIAL CORPORATION, FINANCIAL NETWORK INVESTMENT CORPORATION, NATIONWIDE SECURITIES, INC., OHIO SAVINGS SECURITIES, INC., RYAN, BECK & CO., LIBERTY SECURITIES CORPORATION, CITICORP INVESTMENT SERVICES, FINANCIAL HORIZONS SECURITIES CORPORATION, and PRUCO SECURITIES CORPORATION. Robert holds the Series 6, 7, 24, 63 and 66 licenses. Robert's firm LPL Financial LLC has more than $50 billion in assets under management and over 168,000 clients. LPL Financial provides advisory services such as portfolio management, financial planning, educational seminars, and consulting.

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ADVISOR BIO

Robert D. Weisenberger is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been registered with ASCEND FINANCIAL SERVICES, INC. and C.R.I. SECURITIES, INC. Robert holds the Series 7, 9, 10, 63 and 66 licenses and has a wide range of experience and expertise in the financial industry. Robert is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Ronald Gloe is a financial advisor with over 40 years of experience in the industry. Ronald is currently registered with Osaic Wealth, Inc. in Arizona and Wisconsin. Ronald has also worked for Securities America, Inc. and Brecek & Young Advisors, Inc.. Ronald provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Ronald's experience and expertise make him a valuable resource for clients seeking to achieve their financial goals.

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ADVISOR BIO

Ross Douglas Olson is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Eau Claire, WI. Ross has been in the financial services industry since June 17, 2013. He has a broad range of experience in helping individuals, families and businesses achieve their financial goals. Ross specializes in providing financial planning, investment management, and retirement planning services. Ross is registered with the following states: Alabama, Arizona, Florida, Iowa, Minnesota, Pennsylvania, Tennessee, Texas, Utah, West Virginia, and Wisconsin.

SPECIALIZATIONS