ADVISOR BIO

Mary Klug is an Investment Advisor Representative at Gradient Advisors, LLC, a firm based in Arden Hills, Minnesota. Mary is registered with the state of Wisconsin and has been in the industry since 2013. Mary offers investment advisory services to both individuals and businesses. She has experience in financial planning, pension consulting and selection of other advisors.

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ADVISOR BIO

Mary Alice Wallisch is a financial advisor at LPL Financial LLC in Janesville, Wisconsin. Mary has over 10 years of experience in the financial services industry. Her expertise lies in a variety of areas, including financial planning, investment management, and retirement planning. Mary is committed to providing her clients with personalized advice and helping them achieve their financial goals.

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ADVISOR BIO

Maryann Thielke is a financial advisor who has been in the industry since 1988. Maryann is currently registered with Principal Securities, Inc. and has held previous registrations with Packerland Brokerage Services, Inc., Park Avenue Securities LLC, M&I Brokerage Services, Inc. and Firstar Investment Services, Inc.. Maryann holds Series 63, Series 7, and SIE licenses and is licensed to provide financial advice in Wisconsin, Texas, Iowa, and Florida. Maryann specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Maryann's firm also provides advisory services such as financial planning, educational seminars, selection of other advisors and portfolio management.

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ADVISOR BIO

Mary ellen Krueger is an investment advisor representative associated with Aspiriant, LLC. Mary ellen has been in the industry since 2000. Aspiriant, LLC is an independent registered investment advisor providing financial planning and investment management services to individuals, families, trusts, businesses and institutions.

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ADVISOR BIO

Mary Ellen Stanek is a registered representative with Robert W. Baird & Co. Inc. in Milwaukee, WI. Mary Ellen has been in the industry since 1999 and has held previous roles at ELAN INVESTMENT SERVICES, INC.. She has also been involved in the Wisconsin Energy Corporation as a board member and member of the Finance Committee. The advisor holds multiple licenses, including Series 6, 7, 9, 10, 24, 63, 66, 99TO, and SIE. Mary Ellen Stanek is a licensed professional in the state of Wisconsin.

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ADVISOR BIO

Maryjo Shepler is a registered representative with Commonwealth Financial Network. She has been in the securities industry since March 22, 1987. Maryjo is licensed to provide securities-related services in Arizona, California, Indiana, Minnesota, Ohio, South Carolina, and Wisconsin. Maryjo has her Series 6, 7, and 63 licenses. She is also licensed to provide investment advisory services in Wisconsin. In addition to her work at Commonwealth Financial Network, Maryjo is also an insurance agent.

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ADVISOR BIO

Mary jo Staniszewski is an investment advisor representative at Walkner Condon Financial Advisors LLC. Mary jo has been in the industry since 2000 and has a broad range of experience in financial planning, investment management, and retirement planning. Mary jo is registered with the state of Wisconsin and holds the Series 6, 7, 63 and 66 licenses, as well as the SIE. Prior to joining Walkner Condon Financial Advisors LLC, Mary jo was employed by Northwestern Mutual Investment Services, LLC, Ameriprise Financial Services, Inc., MFD Distributor, LLC and CUNA Brokerage Services, Inc. Mary jo specializes in working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.

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ADVISOR BIO

Marylee Hope, Nicholas is an investment advisor representative at Robert W. Baird & Co. Inc. Based in Milwaukee, WI, Marylee Hope, Nicholas has been working in the financial services industry for more than 10 years. Marylee Hope, Nicholas is registered with the state of Wisconsin and holds the Series 66, Series 7TO and SIE licenses. Marylee Hope, Nicholas specializes in providing financial planning, investment management and other advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Mary Sharon Deguzman is a registered representative of Robert W. Baird & Co. Inc. Mary Sharon has been in the industry since April 2001 and is currently registered with the state of Wisconsin. The advisor has a Series 7, Series 66 and a SIE license. Mary Sharon holds a variety of board positions and investment committee roles at a number of organizations. The advisor has extensive experience in portfolio management, including experience with individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Masen Michael Miller is a registered investment advisor representative with Osaic Wealth, Inc. located in Onalaska, Wisconsin. Masen has been in the industry since July 2022 and holds the Series 66, Series 7TO and SIE licenses. Masen has experience working with individuals, corporations, and pension and profit sharing plans. Osaic Wealth, Inc. offers a variety of financial planning and investment management services.

SPECIALIZATIONS