ADVISOR BIO

Selese Leann Anderson is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Selese has been in the industry since 2016 and holds Series 66, SIE and Series 7 licenses. Selese has worked with Ameriprise Financial Services, Inc., Thrivent Investment Management Inc., and KForce, Inc. in the past. Selese provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Seth Deuman is a financial advisor at Edward Jones, a firm with over $1 trillion in assets under management. Seth has been a registered representative for over 2 years and has experience in securities and investment advisory services. Seth is licensed in Texas and Wisconsin and has obtained the Series 66, 7, and SIE exams. Seth focuses on individual and business clients providing financial planning, investment management, and retirement planning services.

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Seth Blum is an Investment Advisor Representative at Leverty Financial Group, LLC. Seth is registered with the state of Wisconsin and has been in the industry for 2 years. Seth specializes in financial planning, portfolio management for individuals, and selection of other advisors. Seth is also associated with LFG Tax, LLC, where Seth provides tax services such as tax preparation and filings.

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ADVISOR BIO

Seth Jones is a financial advisor with Edward Jones. Seth has been in the industry since November 20, 2018 and is registered in multiple states including Wisconsin, Arizona, Texas, and California. Seth holds the Series 7, 66, and SIE licenses and has been a Registered Representative since January 3, 2019. Seth is committed to providing personalized financial advice and guidance to individuals and families.

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ADVISOR BIO

Seth Tayler Wolske is a financial professional associated with MWA Financial Services Inc.. Seth has been in the industry since July 9, 2024, working at MWA Financial Services Inc.. Seth is registered in Wisconsin and holds Series 63, SIE, and Series 6TO licenses. Seth's specializations include Financial Planning, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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ADVISOR BIO

Seth Howard Schwartz is a financial professional with over 25 years of experience in the industry. Seth has been a registered representative and investment advisor representative in several states, including California, Wyoming, and Wisconsin. Seth is currently affiliated with KCD Financial, Inc., a registered investment advisor with offices in Green Bay, Wisconsin. Seth's primary focus is working with individuals and providing them with financial planning and investment advice. He also has experience working with high-net-worth individuals and providing investment advice to insurance companies. Previously, Seth has worked with a number of other firms, including Warner Beck Incorporated, Madison Avenue Securities, Inc., Independent Financial Group, LLC, and Spelman & Co., Inc., among others. Seth has obtained several professional licenses and certifications, including the Series 7, Series 63, Series 65, and Series 24 licenses. He is also a registered principal in both California and Wyoming.

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Shad Horton is a financial advisor at Edward Jones. Shad has been in the financial services industry for 7 years. He has a Series 7, Series 66, and SIE license and is registered in 17 states. He specializes in providing financial planning services, including portfolio management for individuals and businesses. He has extensive experience working with individual investors, corporations, partnerships, investment clubs, charitable organizations, and pension plans. Shad's goal is to help clients achieve their financial goals. He is committed to providing personalized service and building long-term relationships with his clients.

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Shaefer William Oshefsky is a financial advisor at Harbour Investments, Inc. in LUXEMBURG, WI. Shaefer has been in the industry since 2002 and has passed several exams including the Series 6, Series 7, and Series 65. Shaefer has been registered with Harbour Investments, Inc. since 2009. Prior to joining Harbour Investments, Inc., Shaefer was registered with MetLife Securities Inc. and Metropolitan Life Insurance Company. Shaefer's primary focus is on providing investment advice to individuals, corporations, and charitable organizations. Shaefer also holds the position of Town Clerk for the Town of Montpelier.

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ADVISOR BIO

Shalen Stanley is a financial advisor registered with Packerland Brokerage Services, Inc. in Green Bay, WI. Shalen Stanley has been in the financial industry since 2011 and has been with Packerland Brokerage Services, Inc. since February 25, 2022. Shalen Stanley has worked with LPL FINANCIAL LLC, Waddell & Reed, William L Knoke, Inc. and iServe Residential Lending, LLC in the past. Shalen Stanley is licensed in California. The firm offers portfolio management services for individuals, financial planning, and educational seminars.

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ADVISOR BIO

Shana Keil has been in the financial services industry for over 20 years. She currently works at Private Client Services, LLC in Appleton, Wisconsin. Shana is a registered representative and investment advisor. Shana has a broad range of experience in the financial services industry and specializes in providing financial planning, portfolio management, and educational seminars. Shana is dedicated to providing personalized financial advice and helping clients reach their financial goals.

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