ADVISOR BIO

Susan Ewers is a financial advisor currently registered with Morgan Stanley. Susan has been in the financial services industry since 2001. She has a broad range of experience in the industry, including experience at Citigroup Global Markets Inc. Her areas of expertise include a wide range of investment options and financial planning needs.

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ADVISOR BIO

Susan Lynne Goffiney-walton is a financial advisor with over 10 years of experience in the financial services industry. Susan currently works for RBC Capital Markets, LLC and is registered to provide advisory services in 26 states. Susan's prior experience includes time at Charles Schwab & Co., Inc. and Edward Jones. Susan holds the Series 7 and Series 66 licenses and is a Registered Representative. RBC Capital Markets, LLC specializes in providing services to high-net-worth individuals, corporations, and institutions. They offer a comprehensive range of financial services, including portfolio management, financial planning, and investment banking.

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ADVISOR BIO

Susan Clare Thompson is a registered representative with Wells Fargo Clearing Services, LLC. Susan has been in the securities industry since November 8, 2000. Susan has a Series 7, Series 66, and SIE license and specializes in investments. In addition to Wells Fargo Clearing Services, LLC, Susan has also previously worked at A. G. Edwards & Sons, Inc.

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ADVISOR BIO

Susan Marie Olson is a financial advisor with over 13 years of experience in the financial industry. She is currently registered with U.S. Bancorp Investments, Inc., where she has been employed since 2017. Previously, Susan worked for BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc. She is licensed to offer investment advice in multiple states, including Wisconsin, Arizona, California, Florida, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Nevada, North Carolina, Pennsylvania, and Texas. Susan holds Series 7, 63, and 66 securities licenses. She has a passion for helping clients reach their financial goals, and she is dedicated to providing personalized service.

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ADVISOR BIO

Susan Fouts is a financial advisor affiliated with Osaic Wealth, Inc. with over 2 years of experience in the financial services industry. Susan holds a Series 66 license along with Series 7TO and SIE exams, demonstrating her commitment to providing comprehensive financial guidance. With experience in both advisory and insurance services, Susan provides financial planning, pension consulting, educational seminars and selection of other advisers.

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ADVISOR BIO

Susan Heitman is a financial advisor currently working at UBS Financial Services Inc. Susan is a registered investment advisor and has been in the financial industry since 2003. She is a licensed agent in several states and is registered in Arizona, Florida, Illinois, Maryland, Michigan, Montana, Nebraska, Texas, and Wisconsin. Susan has experience with BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc., and holds the Series 7, Series 6, Series 63, and Series 65 licenses. Her practice focuses on providing financial planning, investment management, and pension consulting services to high-net-worth individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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Susanne Catherine Lopez is an Investment Advisor Representative at Annex Wealth Management, LLC. Susanne has been in the industry since October 2013. Susanne has passed the Series 6, SIE, and Series 63 exams, as well as the Uniform Investment Adviser Law Examination (Series 65). Susanne is also a Certified Financial Planner. Susanne has experience working with various client types, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

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ADVISOR BIO

Susy Suarez lemcke is a financial advisor at Edward Jones. Susy has been in the industry for 8 years. She has a Series 66 license and Series 7 registration. Susy has a total of 11 active registrations, including in Alabama, Arizona, Minnesota, Oklahoma, Texas, Virginia, Washington, Wisconsin, and Wyoming. Susy is currently registered with Edward Jones and has been with the firm since August 2014.

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ADVISOR BIO

Suzanna Sotelo is a financial professional with experience in the industry. Suzanna is currently registered with MWA Financial Services Inc. in Wisconsin, Pennsylvania, and Arizona. Suzanna has passed the Securities Industry Essentials Examination (SIE), the Series 6, and the Series 63 exams. She is a registered representative and holds a FINRA registration and has a BC registration. Suzanna has been in the industry since May 24, 2017.

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ADVISOR BIO

Suzanne Evelyn Rinelli is an active broker and investment advisor representative with over 20 years of experience in the financial industry. Suzanne is currently registered with RBC Capital Markets, LLC in Wisconsin and Texas. Suzanne is a highly experienced financial professional who is dedicated to providing her clients with personalized financial advice and investment management services. Suzanne's extensive experience in the industry, combined with her commitment to client service, makes her a valuable resource for individuals and families seeking to achieve their financial goals.

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