ADVISOR BIO

Sorin Iancu is an active advisor associated with RBC Capital Markets, LLC. Sorin has been in the industry since November 23, 1980. Sorin has passed several exams including the Series 65, Series 63, Series 9, Series 10, Series 8, SIE, Series 3, Series 5, and Series 7. Sorin is registered in multiple states, including Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Maryland, Minnesota, New Mexico, New York, Pennsylvania, South Carolina, Texas, and Wisconsin. Sorin has experience with a variety of clients including insurance companies, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities. Previously, Sorin was associated with DAIN RAUSCHER INCORPORATED, PAINEWEBBER INCORPORATED, MITCHELL HUTCHINS ASSET MANAGEMENT INC., and A. G. EDWARDS & SONS, INC.

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ADVISOR BIO

Soumya Venkataraman is a registered representative with Robert W. Baird & Co. Inc. Soumya has been in the industry since 2018 and has passed the SIE, Series 7 and Series 66 exams. Soumya is registered in Wisconsin. The firm has offices in Milwaukee, Wisconsin.

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ADVISOR BIO

Spencer Butterbrodt is a financial advisor with LPL Financial LLC. Spencer is a Certified Financial Planner™ professional. Spencer has been in the industry since December 31, 2019. Spencer has a combined 9 years of experience in the financial services industry. Spencer is registered in 11 states to offer both securities and investment advisory services. Spencer is also registered in 2 states to offer investment advisory services only. Spencer has been a financial advisor at LPL Financial LLC since January 2024. Previously, Spencer was a financial advisor at J.P. Morgan Securities LLC for four years.

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ADVISOR BIO

Spencer John Von rueden is a financial advisor with UBS Financial Services Inc. Spencer is registered with the state of Wisconsin and holds the Series 66, SIE, and Series 7TO licenses. Spencer has been in the financial services industry since 2020. Spencer's previous employment includes roles with Triumph Wealth Management, Empowered Financial Management, Trinity Financial Planning, Northwestern Mutual, and Full-Time Education (University of Wisconsin - Madison).

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ADVISOR BIO

Spencer Douglas Feivor is a financial advisor working with Edward Jones. Spencer has been in the financial services industry for 5 years. Spencer holds Series 7TO, Series 66 and SIE licenses. Spencer is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative and is also registered with the state of Texas as an Investment Adviser Representative. Spencer's office is located in Sturgeon Bay, WI and can assist clients in multiple states.

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ADVISOR BIO

Spencer Jon Simonen is a financial advisor with LPL Financial LLC. Spencer has been in the financial services industry since 1995. Spencer holds FINRA Series 7, 63, and 65 licenses as well as the SIE exam. Spencer provides financial planning and consulting services, as well as manages investment portfolios for individuals and businesses. Spencer is also registered with the state of Wisconsin to provide investment advisory services. Spencer has previous experience with M&I Brokerage Services, Inc., B. C. Ziegler and Company, and Everen Clearing Corp. In addition to his work as a financial advisor, Spencer owns a franchise business and a rental property.

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ADVISOR BIO

Stacey Wiedenmeier is a financial advisor with Wells Fargo Clearing Services, LLC, a company that manages over $500 billion in assets. Stacey is registered with the state of Wisconsin as an investment advisor representative and has been in the financial services industry since 2015. Stacey has expertise in a range of financial services, including investment consulting, financial planning, and pension consulting. She holds multiple securities licenses, including Series 6, 7, 9, 10, 63 and 66. Prior to working with Wells Fargo Clearing Services, Stacey worked for BMO Harris Financial Advisors, Inc.

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ADVISOR BIO

Stacey Frances Washa is a financial advisor registered with Cetera Investment Advisers LLC. Stacey has been in the industry since May 2017 and is currently registered in 19 states. Stacey has passed a number of exams, including the Series 7TO, Series 6, and Series 66. Stacey is also registered as an investment advisor representative in Wisconsin and Texas. Stacey has prior experience with Securian Financial Services, Inc. and CRI Securities, LLC. Stacey has a variety of specializations, including financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Staci Eileen Allen is a financial advisor with over 17 years of experience in the financial services industry. Staci Eileen Allen is currently registered with Robert W. Baird & Co. Inc. and has held previous roles with LPL FINANCIAL LLC and UVEST FINANCIAL SERVICES GROUP, INC. Staci Eileen Allen is registered to provide investment advice in 27 states and holds several industry certifications including Series 66, Series 10, Series 9, SIE and Series 7. Staci Eileen Allen specializes in working with high-net-worth individuals, corporations, and institutional clients. Staci Eileen Allen provides a range of financial services including financial planning, investment management, and retirement planning.

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ADVISOR BIO

Staci Minerath is a financial advisor at Edward Jones. Staci has been in the industry since 2015 and has experience with Thrivent Financial and J.P. Morgan Securities LLC. Staci holds Series 63, Series 7, and SIE licenses. Staci specializes in providing financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS