ADVISOR BIO

Danielle Gates is an investment advisor representative at Cambridge Investment Research Advisors, Inc. located in Dodgeville, WI. Danielle has been in the securities industry for over one year. She is registered with FINRA and the state of Wisconsin. Danielle has passed the Series 7TO, SIE, and Series 66 exams. She has experience working as a financial advisor, independent ambassador-sales, and a IAR. Danielle offers various investment advisory services to her clients.

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ADVISOR BIO

Danielle Cull is a registered representative with Edward Jones in DOUSMAN, WI. Danielle has been working in the financial services industry since 2023. She has a Series 66, Series 7TO, and SIE license and is registered in Alabama, Arizona, California, Florida, Illinois, Michigan, Minnesota, Missouri, Ohio, Pennsylvania, and Wisconsin. Danielle offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Danielle Jean Pfeifer is a registered representative and investment advisor representative with Equitable Advisors, LLC. Danielle has been in the financial services industry since 2012. Danielle holds the Series 7, Series 63 and Series 65 licenses. Danielle is registered with the following states: Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Michigan, Minnesota, Missouri, New York, North Carolina, South Carolina, Texas, Virginia, Washington, Wisconsin and Wyoming. In addition to being a registered representative, Danielle also works with Realty Benefit Services as a Sales Associate.

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ADVISOR BIO

Danielle Cole is a licensed securities professional registered with J.P. Morgan Securities LLC. Danielle is licensed to provide financial advice and services in Illinois and Wisconsin. Danielle is a Series 63, 6TO and SIE licensed representative, having passed the relevant examinations.

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ADVISOR BIO

Danila Danesi is a registered investment advisor with J.p. Morgan Securities LLC. Danila has been active in the industry since December 2018 and holds licenses in Texas and Wisconsin. Danila provides financial planning services, pension consulting, and portfolio management services to individuals and businesses. They also have experience in selecting other advisors. Danila has been a board member of the Women's Fund of Greater Milwaukee since January 2023. Danila also has experience in the financial industry with previous positions at JPMorgan Chase Bank NA and Racon Capital Partners.

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ADVISOR BIO

Danny J Viola is a financial advisor with over 30 years of experience in the financial services industry. Danny is currently registered with RBC Capital Markets, LLC in Brookfield, WI. Danny has previously been registered with UBS Financial Services Inc., Piper Jaffray & Co., PaineWebber Incorporated, Shearson Lehman Hutton Inc. and E. F. Hutton & Company Inc. Danny is a Series 7, Series 31 and Series 63 licensed professional. Danny holds a Series 65 license as well. Danny is a licensed financial advisor in Arizona, California, Colorado, Florida, Illinois, Massachusetts, Michigan, Oregon, South Carolina, Tennessee, Texas, Washington, and Wisconsin. Danny has a specialization in various investment products, including fixed income, equities, mutual funds, ETFs, options, and alternative investments. Danny focuses on providing financial planning and portfolio management services to high-net-worth individuals, families, and businesses. Danny is also an experienced provider of financial planning and advisory services to public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital and operating funds.

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ADVISOR BIO

Danny Lee Hanson is a financial advisor with over 9 years of experience in the industry. Danny is currently registered with RBC Capital Markets, LLC and is licensed in Arizona, California, Florida, Illinois, Iowa, New York, and Wisconsin. Danny is also a Certified Financial Planner and holds Series 66, 7, and SIE licenses. Prior to joining RBC Capital Markets, Danny has worked with other firms, such as Private Client Services, LLC, SII INVESTMENTS, INC. and LPL FINANCIAL LLC. Danny has experience working with individual clients as well as businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.

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ADVISOR BIO

Dante Jonathan Laporte is a financial advisor with Wells Fargo Clearing Services, LLC. Dante has been in the financial services industry since 1993. Dante holds Series 7, 31, 63, and 65 licenses as well as the SIE exam. Dante specializes in Portfolio Management for Individuals and Businesses, Financial Planning, Pension Consulting, and Selection of Other Advisers. Dante has prior experience with Wells Fargo Advisors LLC, Wells Fargo Brokerage Services, LLC, Norwest Investment Services, Inc. and Dean Witter Reynolds Inc.

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ADVISOR BIO

Dante Jack Vogel is a financial professional with over five years of experience in the financial services industry. Dante is currently registered as a Registered Representative with Thrivent Investment Management Inc. and holds Series 63, 66, 7 and SIE licenses. Dante is a highly skilled and experienced financial professional who is passionate about helping clients achieve their financial goals. Dante has a deep understanding of the financial markets and a commitment to providing clients with personalized financial advice. Dante is dedicated to providing clients with the highest level of service and support.

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ADVISOR BIO

Darci Kay Kruchten is a financial advisor who has been in the industry since 1998. Darci Kay Kruchten works at Morgan Stanley and is registered with the Financial Industry Regulatory Authority (FINRA). Darci Kay Kruchten is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.

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