ADVISOR BIO

Allison Oconnor is an investment advisor representative affiliated with Ameriprise Financial Services, LLC. Allison has been in the industry since July 2016. Allison has Series 66, SIE, and Series 7 licenses. Allison is registered with FINRA and in 16 states, including Arizona, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Minnesota, Nevada, New Jersey, North Carolina, Pennsylvania, Texas, and Wisconsin. Allison is also a Registered Investment Advisor in Texas and Wisconsin. Allison currently works in the Madison branch office of Ameriprise Financial Services, LLC, which has additional branch office locations in Waunakee.

SPECIALIZATIONS

ADVISOR BIO

Allison Clarice Sperindeo is a financial advisor at Ameriprise Financial Services, LLC. Allison has been in the industry since February 2016 and has a strong focus on providing financial planning, asset allocation services, and portfolio management for individuals and businesses. Allison holds Series 7 and Series 66 licenses and has been registered with FINRA and the state of Wisconsin since 2017. She is also registered as an investment advisor representative in Illinois and Texas.

SPECIALIZATIONS

ADVISOR BIO

Allison Berg is a registered representative with Thrivent Investment Management Inc. in APPLETON, WI. Allison has been in the industry since June 2022 and has passed the Series 6TO, Series 26, and SIE exams. Allison's firm specializes in providing financial planning and portfolio management services to individuals, churches, and non-profit sharing retirement accounts.

SPECIALIZATIONS

ADVISOR BIO

Allison Butler is a financial advisor at Edward Jones. Allison has been in the financial industry since 2016. Allison holds the Series 7 and Series 66 licenses and has been registered with the state of Wisconsin. Allison is also a Certified Financial Planner. Allison provides a range of financial services, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Allison Walker is a financial advisor with Mutual of Omaha Investor Services, Inc. Allison has been in the financial services industry since 2023. Allison is licensed to sell securities in Indiana and provides financial planning and portfolio management services to individuals. Allison is also a registered insurance agent and provides life, health, and annuity products. In addition, Allison has provided financial advice for businesses and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Allison Parra is a financial advisor at Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. Allison has been in the industry since November 2017 and is licensed in Wisconsin. Allison specializes in various investment strategies, including portfolio management, financial planning, and pension consulting. Allison is dedicated to helping clients achieve their financial goals through personalized advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Allison Kane is a financial advisor registered with Cetera Investment Advisers LLC. Allison has over 10 years of experience in the financial services industry. Allison holds Series 66, 7TO and SIE licenses. Allison works with a variety of clients including high-net-worth individuals, corporations, pension plans and charitable organizations. Allison is committed to providing personalized financial advice that helps her clients reach their goals. Before working for Cetera Investment Advisers LLC, Allison worked for JPMorgan Securities LLC and William Blair. Allison also serves as a Private Trust Officer at Woodtrust.

SPECIALIZATIONS

ADVISOR BIO

Allison Margaret Buchholtz is an investment advisor representative at Hightower Advisors, LLC. Allison is registered with the state of Wisconsin and is a Certified Financial Planner. Allison has experience in financial planning and portfolio management for individuals and businesses. Allison has worked in the financial industry since 2021 and is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Allison Moeschberger is a financial advisor affiliated with Annex Wealth Management, LLC. Allison holds a Series 65 license and is a Certified Financial Planner. Allison has worked in the financial services industry since 2017 and has experience at various firms, including Hewins Financial Advisors, LLC and WIPfli Financial Advisors, LLC. Allison's specialties include retirement planning, investment planning, and education planning. Allison provides financial advice to a wide range of clients, including individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Allison McDonald is a financial professional registered with Robert W. Baird & Co. Inc., located in GREEN BAY, WI. Allison is a licensed advisor and has been in the industry for over 10 years, having passed both the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO) in September 2023. Allison offers a range of financial services and can help with financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS