ADVISOR BIO

Megan Roder is a financial advisor with Steward Partners Investment Advisory, LLC, a firm that has been in business for over 20 years. Megan has over 8 years of experience in the financial services industry. She is a Registered Representative and Investment Advisor Representative. Megan holds a Series 6, 7, 63, and 66 license.

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ADVISOR BIO

Megan Weigand is a financial professional with over 5 years of experience in the industry. She is currently registered with Thrivent Investment Management Inc. as a Registered Representative (RR) and is actively involved in providing financial advisory services to individuals and businesses. Megan holds Series 7TO and SIE licenses. She has a proven track record of helping clients achieve their financial goals. Megan Weigand is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Megan Dorn is a financial advisor with Harbour Investments, Inc. based in Middleton, WI. Megan Dorn is a CERTIFIED FINANCIAL PLANNER™ professional. Megan Dorn has been in the industry since 2011, previously working for Woodbury Financial Services, Inc. Megan Dorn holds the Series 6, 7, and 66 licenses. Megan Dorn works with individual clients and specializes in financial planning and portfolio management.

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ADVISOR BIO

Meghan Marciniak is a financial advisor associated with LPL Financial LLC, a registered broker-dealer and investment advisor. Meghan has been in the securities industry since February 17, 2014 and has a Series 6, Series 63, and SIE license. Meghan is registered with the state of Wisconsin and has previously been employed by U.S. BANCORP INVESTMENTS, INC. and PRUCO SECURITIES, LLC.

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ADVISOR BIO

Meghan Dean Hegarty is a financial advisor with over 20 years of experience in the industry. Meghan works at Robert W. Baird & Co. Inc. and is registered to provide investment advice in Wisconsin. Meghan has a strong background in securities and financial planning, having earned a Series 7, Series 66 and SIE license. She is a Chartered Financial Analyst. Meghan's other business activities include serving as Director and Treasurer of the Sarah M. Hegarty Foundation and a member of the Investment Committee for Divine Savior Holy Angels HS and Nativity Jesuit Academy. Meghan is a dedicated professional who is committed to providing her clients with the highest level of service.

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ADVISOR BIO

Meghan McFarland anderson is a financial advisor registered with Ameriprise Financial Services, LLC and has been in the industry since February 28, 2005. Meghan has been registered with Ameriprise Financial Services, LLC since July 13, 2005, and has previously worked at IDS LIFE INSURANCE COMPANY. Meghan is licensed in several states, including California, Colorado, Florida, Illinois, Michigan, Minnesota, and Wisconsin, and offers services such as financial planning, asset allocation, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Mei-lyn Nelson is a financial professional with over 30 years of experience in the financial services industry. Mei-lyn is a Registered Representative and Investment Advisor Representative. Mei-lyn is currently registered with Next Financial Group, Inc., based in Brookfield, WI. Mei-lyn has previously held positions with SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., WFG SECURITIES CORPORATION, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Mei-lyn is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Mei-lyn specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Mei-lyn has a strong commitment to providing her clients with personalized service and sound financial advice.

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ADVISOR BIO

Melanie Jean Moore is a financial advisor with Thrivent Investment Management Inc. Melanie has been in the industry since 1992 and is registered in Wisconsin. Melanie is a Series 6 and Series 63 licensed financial advisor. She is experienced in financial planning and portfolio management for individuals. Melanie has experience with clients ranging from individuals to churches and non-profit sharing retirement accounts.

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ADVISOR BIO

Melanie Kunze is a financial advisor at Osaic Wealth, Inc. Melanie has been in the industry since August 2022 and has a Series 66, Series 7TO and SIE. Melanie specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Melanie is a licensed advisor in Wisconsin and has a strong commitment to helping her clients achieve their financial goals.

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ADVISOR BIO

Melanie Reish is a financial advisor associated with LPL Financial LLC. Melanie is licensed to provide financial services in Wisconsin. Melanie joined LPL Financial LLC on October 24, 2022. Melanie has her Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS