ADVISOR BIO

Marco Cruz is a licensed and registered financial advisor with J.P. Morgan Securities LLC. Marco specializes in a variety of investment areas. Marco is located in Green Bay, Wisconsin and joined J.P. Morgan Securities LLC on October 31, 2023.

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ADVISOR BIO

Marcus Paul Melnarik is a financial advisor with Mariner Wealth. Marcus is registered to provide investment advice in Wisconsin. Marcus has been in the financial services industry since 2020 and has worked for Mariner Wealth Advisors since 2020.

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Marcus John Mrugala is a financial advisor with Richmond Investment Services LLC. Marcus has been in the industry since November 2005. He has a Series 7, Series 63, and SIE license. Marcus is registered in 18 states, including Arizona, Arkansas, California, Colorado, Florida, Idaho, Illinois, Minnesota, New Hampshire, New York, Oregon, South Carolina, Texas, Virginia, Washington and Wisconsin. Marcus specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

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Marcus Fair is a registered representative and investment advisor representative with Robert W. Baird & Co. Inc.. Marcus has been in the industry since August 2018. Marcus is licensed to conduct securities business in Arizona, California, Florida, Illinois, Kentucky, Louisiana, Michigan, Mississippi, New Mexico, North Carolina, Rhode Island, Tennessee, Texas, Washington and Wisconsin.

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Marcus Velasco is a financial advisor with JMG Financial Group Ltd. in Milwaukee, Wisconsin. Marcus has been in the financial industry since 1991. Marcus is a Certified Financial Planner and Chartered Financial Analyst. Marcus is registered with the state of Illinois and Wisconsin. Marcus has experience working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Marcus offers financial planning, pension consulting, and portfolio management services.

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Marcus Joel White is a financial advisor registered with Terra Wealth. Marcus holds multiple licenses and certifications, including Series 63, 65, and SIE. Marcus's primary area of focus is investment advisory services and financial planning.

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Marcus Ott is an investment advisor representative who is registered with Osaic Wealth, Inc. in Wisconsin. Marcus has been in the industry since August 2023. Marcus has passed the Series 66, Series 7TO and SIE exams. Prior to Osaic Wealth, Inc. Marcus was employed by Woodbury Financial Services, Inc. Marcus specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and high-net-worth individuals.

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Margaret Mary Bentzler has been a registered investment advisor since April 27, 2010. Margaret Mary is currently affiliated with RBC Capital Markets, LLC and has been with the firm since October 2020. Prior to that, Margaret Mary worked for WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO FUNDS DISTRIBUTOR, LLC. Margaret Mary has passed the Series 66, Series 7, and SIE exams and is currently licensed in 23 states.

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Margaret Prestigiacomo is an active Investment Advisor Representative, registered with Robert W. Baird & Co. Inc. in Florida, Texas, and Wisconsin. Margaret's experience in the financial services industry dates back to 1998. Prior to joining Robert W. Baird, Margaret worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Margaret has a variety of licenses and certifications, including Series 7, Series 31, Series 63, and Series 65, as well as the Securities Industry Essentials (SIE) exam. Margaret specializes in providing investment advice for individuals, businesses, investment companies, and pooled investment vehicles. Margaret is also a board trustee and Investment Committee Chair for the United Way of Dane County Foundation.

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ADVISOR BIO

Margaret Lee Kordash is a registered representative with Robert W. Baird & Co. Inc. and is based out of the firm's Milwaukee, Wisconsin office. Margaret has been in the securities industry since 2014 and is licensed to sell securities in the state of Wisconsin.

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