ADVISOR BIO

Peggy Velicer is a financial advisor who has been in the industry since 1994. Peggy is currently registered with Geneos Wealth Management, Inc., and is based in Hobart, Wisconsin. Peggy has a broad range of experience, including working for SII INVESTMENTS, INC., and specializing in a variety of financial areas. Peggy also has multiple professional licenses, including Series 6, Series 26, and Series 63.

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Penelope Kailing is an investment advisor representative with RBC Capital Markets, LLC. Penelope has been in the industry since 1981. Penelope Kailing has her Series 7, 31, 63 and 66 licenses, and has experience in various areas including: pension consulting, financial planning, educational seminars and portfolio management for businesses. Penelope also worked at DAIN RAUSCHER INCORPORATED and ROBERT W. BAIRD & CO. INCORPORATED prior to joining RBC Capital Markets, LLC. Penelope also works as an officer for the Kettle Moraine Kennel Club.

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Penny Seeley-dean is an investment advisor representative associated with LPL Financial LLC. Penny has been in the industry since December 2016. Penny is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Penny is also registered as an Investment Advisor Representative in Wisconsin.

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Penny Beth Shelander is a financial advisor associated with Edward Jones, a large financial services company. She has been in the financial services industry since 2007 and is licensed to provide investment advisory services in multiple states. Penny is also a Registered Representative of Edward Jones. She is passionate about helping individuals and families achieve their financial goals. Penny's dedication and expertise can help you on your journey to financial security.

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Perri Jene Desautel is a financial advisor with Morgan Stanley. Perri has been in the financial services industry since 2005. Perri has a wide range of experience in the financial industry, including working for Citigroup Global Markets Inc. and Edward Jones. Perri is a Series 7, Series 6, Series 63 and Series 66 licensed advisor, and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2005. Perri is registered to offer securities and investment advisory services in 27 states. Perri specializes in providing financial planning, asset allocation advice, portfolio management, and educational seminars. Perri is committed to providing her clients with the highest level of service and expertise.

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Perry Worzella is a financial advisor who has been in the industry for over 20 years. Perry is a registered representative of U.S. Bancorp Investments, Inc. and has been with the firm since 2010. Perry holds several professional designations, including Series 7, Series 6, Series 63, and Series 65. Perry specializes in providing financial advice to individuals and businesses. Perry's focus is on providing a high level of personalized service and helping clients reach their financial goals.

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Peter Lawrence Anderson is an Investment Advisor Representative with Richmond Investment Services LLC and has been in the industry since 1995. Peter Anderson is currently registered with the state of Wisconsin. Peter Anderson has a Series 7 and a Series 63 securities license and a Series 65 investment advisor license. Peter Anderson previously worked at Packerland Brokerage Services, Inc. and Abacus Investments, Inc.. Peter Anderson specializes in providing investment advice to individuals, families, and businesses, with a focus on retirement planning, college savings, and estate planning. Peter Anderson is committed to providing personalized and comprehensive financial planning services that meet the unique needs of each client.

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Peter Vanderhagen is a financial advisor with Edward Jones. Peter has been in the financial services industry since May 2007. Peter has a Series 66, 7 and SIE license. Peter is registered to provide investment advice in 21 states and the District of Columbia. Peter specializes in providing financial planning, portfolio management, and pension consulting. Peter is also a registered investment advisor representative for Edward Jones.

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Peter Jerome Mersberger is a financial advisor with Merit Financial Advisors. Peter has been in the industry since 1994 and has a wide range of experience. Peter specializes in financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. Peter's firm, Merit Financial Advisors, has $1 billion - $10 billion in assets under management. Merit Financial Advisors is a registered investment advisor and has been in business since 2022.

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ADVISOR BIO

Peter Birmingham is a financial advisor with Morgan Stanley and has been in the industry since June 8, 2009. Birmingham is registered to provide investment advice in 49 states and the District of Columbia, as well as Texas and Wisconsin. Birmingham has a wide range of experience in the financial industry, having worked for several firms, including Wells Fargo Funds Distributor, LLC and Robert W. Baird & Co. Incorporated. In addition to offering portfolio management, Birmingham also provides financial planning services, asset allocation advice, and educational seminars.

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