ADVISOR BIO

Carl L. Schemm is a financial advisor who has been in the industry since 2019. Carl is registered as a broker with Robert W. Baird & Co. Inc. in Wisconsin and Ohio. Carl also holds the Series 63, 7, 87 and SIE licenses. Carl has a background in finance and has worked for a number of different firms, including KeyBanc Capital Markets Inc. and Longbow Securities, LLC. Carl is a Chartered Financial Analyst (CFA).

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ADVISOR BIO

Carla Zevnik-seufzer is an investment advisor representative with over 20 years of experience in the financial services industry. Carla is registered with Harbour Investments, Inc. in Wisconsin, and she is also registered with the Securities and Exchange Commission (SEC). Carla is licensed to offer securities and investment advice in multiple states across the country. Carla's professional background spans several firms, including The Strategic Financial Alliance, Inc., World Group Securities, Inc., and WMA Securities, Inc. Carla specializes in financial planning, portfolio management for individuals, and selection of other advisers. Carla's firm, Harbour Investments, Inc., is a Registered Investment Advisor firm headquartered in Madison, Wisconsin. Harbour Investments, Inc. offers financial planning services, investment management services, and a variety of other financial services to a diverse clientele. The firm manages over $6 billion in assets for its clients, and it employs over 200 licensed professionals.

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ADVISOR BIO

Carla Soczka is a financial advisor with over 30 years of experience in the industry. Carla is currently registered with MWA Financial Services Inc. and has previously held positions at CATHOLIC FINANCIAL SERVICES CORPORATION and PRUCO SECURITIES, LLC. Carla has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. Carla specializes in financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Carla Michele Liban is a financial advisor with Edward Jones. Carla has been in the financial services industry since June 1994. Carla holds a Series 63 license and has passed the SIE and Series 7 exams. Carla is registered with the state of Wisconsin and Texas as well as FINRA. Carla is currently located in Manitowoc, Wisconsin and specializes in providing financial planning and investment management services to individuals, families, and businesses. Carla is also a member of the Felician Village in Manitowoc.

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ADVISOR BIO

Carl Axel Balder Ragnar Sjoeberg is a financial advisor at J.P. Morgan Securities LLC. Carl Axel Balder Ragnar Sjoeberg has been in the financial industry for over 2 years. Carl Axel Balder Ragnar Sjoeberg has Series 7TO, SIE, and Series 66 licenses, and holds registrations in several states. Carl Axel Balder Ragnar Sjoeberg specializes in portfolio management for individuals and businesses. Carl Axel Balder Ragnar Sjoeberg is also a financial advisor for JPMorgan Chase Bank, NA.

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Carli Elizabeth Navin is a financial advisor registered with Osaic Wealth, Inc. based in Waupaca, WI. Carli has been in the financial industry since February 2022 and is licensed to offer securities in the state of Wisconsin. Carli has experience with various investment products and services, including portfolio management, financial planning, and pension consulting. Carli is also a board member of the Waupaca Scholarship Foundation.

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ADVISOR BIO

Carlos Sava is a financial advisor with Clarendon Capital Management LLC. Carlos is a Registered Investment Advisor in Wisconsin. Previously, Carlos has held registrations with BLUESTONE CAPITAL PARTNERS, LLC, SIGNAL HILL CAPITAL GROUP LLC, UPDATA SECURITIES, INC., and FRIEDMAN, BILLINGS, RAMSEY & CO., INC. Carlos specializes in providing portfolio management for individuals and financial planning services. Carlos is a principal/CFO with ProCFO Partners and devotes 75% of his time to this role.

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ADVISOR BIO

Carlton Dewey is a licensed investment advisor representative (IAR) with Resonant Capital Advisors, LLC. Carlton is registered with the state of Wisconsin. Carlton has been in the securities industry since March 2014. Carlton is a graduate of the University of Wisconsin MBA program. Carlton provides investment, institutional and business consulting services to a variety of clients, including corporations, individuals, and charitable organizations. Carlton holds the Series 65 license. Carlton is based in Madison, Wisconsin.

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ADVISOR BIO

Carly McCormick is a financial advisor at Thrivent Investment Management Inc. Carly has been in the financial services industry since 2018 and is licensed to provide investment advice in Wisconsin. Carly holds Series 63, 65, and 7 licenses as well as the SIE exam credential. Carly also has experience with general photography and has a background in working with churches and non-profit organizations.

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ADVISOR BIO

Carly Dreger is a financial advisor with Edward Jones in Mt Pleasant, Wisconsin. Carly has been in the industry since 2009 and has a Series 7, Series 66 and SIE license. Carly specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. Carly provides advisory services to a wide range of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans.

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