ADVISOR BIO

Samuel Greco is a financial advisor with over 45 years of experience in the industry. Samuel is currently registered with Osaic Wealth, Inc. and has experience with a variety of financial products and services. Samuel is a registered representative in 41 states and a registered investment advisor in 8 states. Samuel has held previous positions with SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Samuel also has experience as a landlord and as a member of a condo association board.

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ADVISOR BIO

Samuel David Bravo is an Investment Advisor Representative with Gallatin Financial Advisors, LLC. Samuel David Bravo is registered in California and has been in the industry since 2016. Samuel David Bravo also owns Compass Tax Advisors, Inc., a tax preparation business. The advisor provides services to individuals, high net worth individuals, and other investment advisors. Gallatin Financial Advisors, LLC is a fee-only firm offering financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Samuel Dewey Sigler is a financial advisor with LPL Financial LLC in GREENVILLE, WI. Samuel has over 25 years of experience in the financial services industry. Samuel is registered to provide investment advice in multiple states.

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ADVISOR BIO

Samuel Benjamin Moore is a wealth advisor with Endowment Wealth Management, Inc. and an advisor with ETF Model Solutions, LLC. Samuel is a Certified Financial Planner with experience in financial planning and investment advisory services. Samuel has been with both firms since December 2016. Samuel is registered with the state of Wisconsin and Texas.

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ADVISOR BIO

Samuel K. Mullins is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC. Samuel holds the Series 65 license and SIE exam. Samuel has been a financial advisor since 2019 and has experience working with individuals, businesses, and charitable organizations. Samuel is a Certified Financial Planner and a Chartered Financial Consultant. Samuel is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Samuel Brinkman is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. Samuel has been in the financial services industry for over 10 years. Samuel holds the Series 66, 24, 7TO and SIE securities licenses. Samuel specializes in providing financial advice to individuals, corporations, and institutions. Samuel is committed to providing personalized financial advice to help clients achieve their financial goals. Samuel is a graduate of Marquette University.

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ADVISOR BIO

Samuel Zabkowicz is a financial advisor with LPL Enterprise, LLC. Samuel has been in the financial services industry since 2018. He is licensed in Illinois, Iowa and Wisconsin. Samuel has held previous roles with U.S. BANCORP INVESTMENTS, INC. and EDWARD JONES. Samuel is committed to providing personalized financial advice to help individuals and families achieve their financial goals.

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ADVISOR BIO

Samuel Michael Burkart is a financial professional with a focus on individual and business portfolio management. He is a registered investment advisor representative with Osaic Wealth, Inc. and has a Series 63 and Series 65 license. Samuel has a wide range of experience working with a variety of clients and is dedicated to providing personalized financial advice. He has worked with individuals, families, and small businesses, helping them to achieve their financial goals. Samuel holds a Series 6TO and SIE license and is committed to staying current on the latest market trends and financial regulations.

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ADVISOR BIO

Samuel Stephen Pawlak is a registered representative with RBC Capital Markets, LLC and is licensed in 49 states plus the District of Columbia. Samuel Stephen Pawlak has been in the industry since 2014 and has experience in providing financial planning, portfolio management for individuals and businesses, as well as pension consulting. Samuel Stephen Pawlak has specialized in working with individuals, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

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ADVISOR BIO

Samuel Ronald Winch is a financial advisor with over 20 years of experience in the industry. Samuel is currently registered with Winch Financial in Appleton, WI as an Investment Advisor Representative. Previously, Samuel was registered with Woodbury Financial Services, Inc. and Securities America, Inc. Samuel holds Series 7, Series 24 and Series 63 licenses as well as the Uniform Investment Adviser Law Examination. Samuel specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Samuel is also the owner of The Lullabadeer, a music business in Appleton.

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