ADVISOR BIO

Xun Liu is a registered representative with J.P. Morgan Securities LLC. Xun has been in the industry since January 31, 2022. Xun holds the Series 63, Series 6TO and SIE licenses. Xun is registered in Wisconsin.

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ADVISOR BIO

Yannshyr Puu is a financial advisor with Packerland Brokerage Services, Inc. based in Green Bay, WI. Yannshyr has over 30 years of experience in the financial services industry. Yannshyr's areas of expertise include financial planning, pension consulting, and portfolio management for individuals. Yannshyr is also a registered independent insurance agent. Yannshyr holds the Series 6, 7, 24, 63, 65, and 66 licenses.

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ADVISOR BIO

Yesica V Rojo torres is a financial advisor at Morgan Stanley. Yesica has been in the industry since 2021 and is registered in multiple states to provide investment advice. Yesica holds Series 63, Series 65, Series 7, and SIE licenses. Yesica has previously worked at Spectrum Investment Advisors, Inc. and Enterprise Rent-A-Car.

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ADVISOR BIO

Yogesh Khatri is a financial advisor with over 30 years of experience in the industry. Yogesh is registered with Eagle Strategies LLC and offers a variety of services, including financial planning, portfolio management, and educational seminars. Yogesh is also a registered investment advisor in Wisconsin. Yogesh has a wide range of experience in serving individuals, high-net-worth clients, and businesses.

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ADVISOR BIO

Youa Yeng Lee is a financial advisor with Ameriprise Financial Services, LLC. Youa has been working in the financial industry since 2021 and has experience at Thrivent Investment Management Inc. and Triad Advisors LLC. Youa is registered with the state of Wisconsin and Texas to offer investment advice. Youa holds the Series 6, Series 7 and Series 66 licenses, and has the Series SIE designation. Youa specializes in Retirement Planning, College Savings, Estate Planning, Insurance and Financial Planning, and serves individuals, high-net-worth individuals, trusts and estates, charitable organizations, corporations, and businesses. Youa is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Yvette Marilyn Stewart is an investment advisor representative associated with Ameriprise Financial Services, LLC. Yvette has been working in the financial services industry since 2006. Yvette is registered with the state of Texas. Yvette's specializations include: investment advisory services, financial planning services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals and other services. Yvette holds licenses for Series 66, SIE and Series 7 examinations. Yvette is also associated with Ameriprise Financial Services, Inc.

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ADVISOR BIO

Zach Lindsley is a financial advisor registered with Robert W. Baird & Co. Inc. in Oconomowoc, Wisconsin. Zach joined Baird in October 2023 and has experience in the financial services industry since June 2017. Zach holds the Series 66, Series 7TO, and SIE licenses.

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ADVISOR BIO

Zach Meulemans is a financial advisor at Savant Wealth Management. Zach has been in the financial industry since 2013 and holds a Series 6, Series 63, and Series 65 license. Zach is also a Certified Financial Planner and a Chartered Financial Consultant. Zach specializes in financial planning, portfolio management, and pension consulting. Zach has experience working with high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Zach Strube is a financial advisor with over 8 years of experience in the industry. Zach currently works with Osaic Wealth, Inc. He is a registered investment advisor in Minnesota and Wisconsin. He has passed both the Series 7 and the Series 66 exams. Zach has experience with a range of clients including corporations, individuals, and pension and profit-sharing plans. He is able to offer both financial planning and portfolio management services.

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ADVISOR BIO

Zachary Kelly is an investment advisor representative at Packerland Brokerage Services, Inc. based in GREEN BAY, WI. Zachary has been in the industry since September 2008. Zachary holds the following licenses: Series 66, Series 24, Series 28, Series 99TO, SIE, and Series 7. Zachary is registered with the state of Wisconsin. Packerland Brokerage Services, Inc. provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals.

SPECIALIZATIONS