ADVISOR BIO

Judith Dornacher is a registered representative with Morgan Stanley. Judith has been in the securities industry since April 1998 and has been with Morgan Stanley since September 2019. She has a Series 7, 9, 10, 24, 52, 53, and 63 licenses, and has passed the SIE exam. Judith has a strong track record of success in the financial services industry. She is committed to providing her clients with personalized financial advice and investment strategies. She is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Judith D. Martinez is a financial advisor with UBS Financial Services Inc. in Madison, Wisconsin. Judith has been in the financial industry for over 20 years. Judith has been registered with UBS Financial Services Inc. since February 2004. Previously, Judith was with Mercer Allied Company, L.P. in Cohoes, New York from November 2000 to September 2002. Judith holds the Series 7, Series 66, and SIE licenses and has a strong track record of providing financial advice to clients. Judith is dedicated to helping individuals and families achieve their financial goals.

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ADVISOR BIO

Judson Luding Platz is a financial advisor at Robert W. Baird & Co. Inc. Judson has been working in the financial industry since 2005 and has experience working with clients in Wisconsin and Minnesota. Judson has a variety of licenses and registrations, including Series 7, 6, 9, 10, 24, 31, 63, 79TO, and the SIE. Judson has been registered with Robert W. Baird & Co. Inc. since 2006.

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ADVISOR BIO

Judy Ann Villegas is a registered representative associated with Robert W. Baird & Co. Inc., where she has been employed since February 1998. Judy Ann Villegas has been in the industry since September 29, 2002, holding active licenses in both Broker-Dealer and Investment Advisor roles.

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ADVISOR BIO

Judy Manske is an investment advisor representative with Thrivent Investment Management Inc. Judy has been in the industry since March 2005. Judy holds both Series 6 and Series 7 registrations. Judy's office is located in Appleton, Wisconsin. Judy has been registered with Thrivent Investment Management Inc. since April 2008. Prior to that, Judy worked at Northwestern Mutual Investment Services, LLC in Green Bay, Wisconsin.

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ADVISOR BIO

Jule Brandon Butler is a financial advisor with over 30 years of experience in the industry. Jule is registered with Cambridge Investment Research Advisors, Inc. and has also been previously registered with Mutual Service Corporation, Titan/Value Equities Group, Inc., and PFS Investments Inc. Jule's primary office is located in Appleton, WI. Jule is a licensed securities agent and has passed several industry exams, including the Series 6, Series 7, and Series 63 exams. Jule holds registrations in numerous states and currently holds an active registration with the state of Wisconsin. Jule has a diverse background in the financial services industry, with experience in insurance, real estate, and tax preparation. Jule specializes in working with high net worth individuals, individuals other than high net worth individuals, and pension and profit-sharing plans.

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ADVISOR BIO

Juli Yvonne McNeely is a financial advisor with over 27 years of experience in the industry. Juli is currently registered with Osaic Wealth, Inc. in Wisconsin and Minnesota. Juli has previously been registered with Woodbury Financial Services, Inc., SII Investments, Inc., and Capital Financial Services, Inc. Juli holds the Series 63, SIE and Series 7 licenses. Juli has obtained the Certified Financial Planner designation and is active in the National Association of Insurance and Financial Advisors.

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ADVISOR BIO

Julia Rose Devita is a registered representative with Robert W. Baird & Co. Inc. in Milwaukee, WI. Julia has worked in the financial services industry since 2022. Before joining Baird, she worked with Citizens JMP Securities, LLC and Citizens Capital Markets in Cleveland, Ohio. Julia holds a Series 63, Series 79TO, and SIE licenses. Julia's focus is on providing investment advice to individuals and institutions.

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ADVISOR BIO

Julia Anderson is a financial professional with over 30 years of experience in the financial services industry. Julia is a registered representative with Haese Financial Group Inc. and holds Series 6, 7, 63, and 65 licenses. Julia also holds a Chartered Financial Consultant designation and has experience in financial planning, investment management, and retirement planning. Previously, Julia was a registered representative with PRUCO SECURITIES, LLC. Julia is committed to providing clients with personalized financial advice and services.

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ADVISOR BIO

Julia A. Lewis is a Registered Representative with Robert W. Baird & Co. Inc. in the Milwaukee, WI branch office. Julia has been in the securities industry since December 22, 2015 and is registered with FINRA and the state of Wisconsin. Julia has passed the Series 66, Series 24, SIE and Series 7 exams. Julia has a total of 4 approved SRO registrations. Julia has a history of working in the financial services industry.

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