ADVISOR BIO

Bonita Graff has been a registered representative for over 30 years. Bonita is currently registered with LPL Financial LLC and has a strong background in the financial services industry. Bonita has a Series 7, Series 24, Series 63, and Series 65 license. Bonita has experience with a variety of investment products, including mutual funds, stocks, bonds, and annuities. Bonita also provides financial planning services.

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ADVISOR BIO

Bonnie Marie Swoboda is a financial advisor associated with Ameriprise Financial Services, LLC, a firm that has over $1 billion to $10 billion in assets under management. Bonnie joined Ameriprise Financial Services, LLC on 05/01/2018 and is registered in Wisconsin. Previously, Bonnie Marie Swoboda worked for U.S. BANCORP INVESTMENTS, INC. in Eau Claire, Wisconsin and FIRSTAR INVESTMENT SERVICES,INC. in Morris Plains, New Jersey. Bonnie has held a Series 6 and Series 63 license since 1997. Bonnie also holds a Series SIE license.

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ADVISOR BIO

Bonnie Krukowski is a registered representative with Robert W. Baird & Co. Inc. with over 23 years of experience in the financial services industry. Bonnie specializes in providing a wide range of financial services to individuals, businesses, and institutions. Bonnie is licensed in multiple states and holds Series 7, Series 63, and SIE licenses.

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ADVISOR BIO

Boyd Jeffrey Scott is an Investment Advisor Representative with Edward Jones. Boyd Scott has been in the industry since 2018. Boyd Scott is licensed in Arizona, California, Colorado, Florida, Georgia, Illinois, Minnesota, Texas, Washington, and Wisconsin. Boyd Scott is also registered with FINRA and the state of Wisconsin.

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ADVISOR BIO

Boyd Armund Janto is a financial advisor who has been in the financial services industry since 2000. Janto is currently registered with Wells Fargo Clearing Services, LLC, a brokerage firm that is part of Wells Fargo & Company. Janto is also registered with the Texas and Wisconsin securities regulators. Janto's previous experience includes positions with Wells Fargo Funds Distributor, LLC and Strong Investments, Inc. Janto holds the Series 7, Series 66, and SIE licenses. Janto is a Certified Financial Planner.

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ADVISOR BIO

Boyd Seidler is a financial advisor with over 23 years of experience in the industry. Boyd is currently registered with LPL Financial LLC and holds Series 6 and Series 66 licenses. Boyd has also been registered as an investment advisor representative (IAR) in various states throughout his career. Boyd provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Boyd is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Brad Lukic is a registered representative with J.p. Morgan Securities LLC. Brad has been in the industry since February 2023. Brad has passed the Series 63, Series 6TO and SIE exams. Brad is registered in Wisconsin as a Broker-Dealer.

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ADVISOR BIO

Brad Leissring is a financial advisor with Osaic Wealth, Inc., a registered investment advisor with the Securities and Exchange Commission. Brad has been in the financial services industry since February 2016. Brad is registered with the state of Wisconsin and Florida and offers financial planning, pension consulting, portfolio management, and educational seminars. Brad is also registered with Securities America, Inc. Brad is a graduate of the University of Wisconsin-Madison.

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ADVISOR BIO

Brad Katzer is a financial advisor associated with Equitable Advisors, LLC, providing services in Port Washington, Wisconsin. Brad has been active in the industry since December 29, 2016. Brad holds multiple licenses and registrations including Series 66, Series 7, and SIE exams. Equitable Advisors, LLC is a well-established firm with a focus on providing financial planning, portfolio management, and pension consulting services to a diverse clientele, including individuals, corporations, and charitable organizations. Brad Katzer offers a variety of financial services through Equitable Advisors, LLC, catering to individual needs.

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ADVISOR BIO

Brad Roethlisberger is an experienced financial advisor with over 30 years of experience in the industry. Brad has a proven track record of success in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Brad is currently registered with Packerland Brokerage Services, Inc. and holds Series 6, 7, 63, and 66 licenses, along with the SIE exam. Brad is committed to providing his clients with personalized financial advice and guidance.

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