ADVISOR BIO

Rachel Leinon is a registered investment advisor representative with Robert W. Baird & Co. Inc. Rachel has been in the securities industry since December 2009. Rachel works in the Wausau, WI office of Baird. She has passed the Series 66, Series 7TO and SIE exams. Rachel has specialized experience with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, state or municipal government entities, insurance companies, investment companies, charitable organizations, pooled investment vehicles, banking or thrift institutions, other investment advisors, and other types of clients.

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ADVISOR BIO

Rachel Roth is a financial advisor associated with Thrivent Investment Management Inc. and has been in the industry since October 2023. She holds Series 7, Series 66, and SIE licenses and is registered in 16 states. Rachel's expertise includes financial planning and portfolio management for individuals.

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ADVISOR BIO

Rachel Ann Patterson is an Investment Advisor Representative at Nicolet Wealth Management. Rachel is a Series 65 licensed professional with over 10 years of experience in the financial services industry. Rachel has a strong background in banking and wealth management. Rachel specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisers.

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ADVISOR BIO

Rachel McDonough is a financial advisor at Eversource Wealth Advisors, LLC, located in Hudson, WI. Rachel has over 18 years of experience in the financial services industry. Rachel is also a Certified Financial Planner. Prior to joining Eversource Wealth Advisors, LLC, Rachel worked at Ameriprise Financial Services, Inc. Rachel is registered with the state of Wisconsin and Texas. Rachel has a Series 66, Series 7 and SIE license.

SPECIALIZATIONS

ADVISOR BIO

Rachel Darlene Pekowsky is a financial professional with over 2 years of experience in the financial industry. She is currently registered with Thrivent Investment Management Inc. and holds a Series 6 and Series 63 license. Rachel Darlene Pekowsky focuses on providing financial planning and portfolio management services to individual clients, as well as churches and non-profit sharing retirement accounts, corporations or other businesses. Rachel Darlene Pekowsky has a strong track record of success in helping clients achieve their financial goals. She is committed to providing personalized service and working collaboratively with clients to develop customized financial plans.

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ADVISOR BIO

Rachel Virginia Hammes is a registered investment advisor representative with Thrivent Investment Management Inc. Rachel has been in the industry since 2013 and holds the Series 66, Series 7 and SIE licenses. Rachel works in the Madison office of Thrivent and specializes in financial planning and portfolio management for individuals. Rachel has been registered in Wisconsin since 2013 and currently has registrations in Arizona, Florida, Maryland and Wisconsin.

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ADVISOR BIO

Rachel Anne Fletcher is a financial advisor currently registered with Morgan Stanley. Rachel has been in the industry for over four years and is licensed to provide financial advice in a number of states including Wisconsin, Texas, and a number of others. Rachel is qualified to provide advice across a wide range of investment products and strategies, and has experience working with individual clients, businesses, and institutional investors.

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ADVISOR BIO

Rachelle Lynn Anglemyer is a financial advisor with Edward Jones. Rachelle has been in the financial industry since November 27, 2016, and is registered with the state of Wisconsin. Rachelle holds a Series 66 license and is licensed to sell securities in 12 states, and is a Registered Investment Advisor in Wisconsin.

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ADVISOR BIO

Radhika Venkata Pathy is a financial advisor with Park Avenue Securities LLC. Radhika has been in the financial services industry since 1996 and has a Series 6, Series 63 and SIE license. Radhika's current registrations include: California, Florida, Illinois, Maryland, Massachusetts, Missouri, New Jersey, North Carolina, Oregon, Pennsylvania, Texas, Washington and Wisconsin. Radhika's specialties include 1, 3, 4, and 6.

SPECIALIZATIONS

ADVISOR BIO

Rajinder Seerha is a financial advisor with LPL Financial LLC. Rajinder is registered with FINRA and has been in the industry since 2017. Rajinder is located in Middleton, WI and is licensed to sell securities in Minnesota and Wisconsin. Rajinder previously worked at J.P. Morgan Securities LLC in Madison, WI. Rajinder has Series 6, Series 63 and SIE licenses. Rajinder has a specializations in various financial planning areas.

SPECIALIZATIONS