ADVISOR BIO

Scott Burnoski is an investment advisor representative who has been in the industry since 2014. Scott is currently registered with LPL Financial LLC. Previously, Scott was registered with BMO Harris Financial Advisors, Inc. and J.P. Morgan Securities LLC. Scott has passed the Series 6, Series 7, Series 63, and Series 65 exams. Scott is registered in multiple states including Arizona, Colorado, Florida, Illinois, Iowa, Michigan, Minnesota, Missouri, New Mexico, and Wisconsin. Scott provides investment advisory services to individuals, businesses, investment clubs, charitable organizations, and pension and profit-sharing plans. Scott is also a varsity football coach.

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ADVISOR BIO

Scott Thomas Harrison is a registered representative with RBC Capital Markets, LLC. Scott is licensed in several states including Illinois, Texas, and Wisconsin. Scott is also licensed as an investment advisor representative in Illinois, Texas, and Wisconsin. Scott has been active in the industry since January 2023. Scott holds FINRA Series 7TO, SIE, and Series 3 licenses. Scott is licensed to provide services to a wide range of client types including corporations, individuals, insurance companies, charitable organizations, state and municipal government entities, and pooled investment vehicles. Scott works out of the Green Bay, Wisconsin branch of the firm.

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ADVISOR BIO

Scott Preece is a financial advisor with Packerland Brokerage Services, Inc. Scott has been in the financial services industry since 1998. Scott is licensed in California and Utah, and holds the Series 6, 7, 24, 63 and 65 licenses. Scott is able to provide financial planning, pension consulting, and portfolio management services.

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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 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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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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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

Shawn T. Ropson is a financial advisor at J.P. Morgan Securities LLC. Shawn has been in the financial services industry since 2012. Shawn is registered with FINRA as a General Securities Representative, an Investment Company Products/Variable Contracts Representative, and a Uniform Combined State Law Examination. Shawn is registered in 25 states.

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ADVISOR BIO

Shawn Thomas Smith is a financial advisor registered with Thrivent Investment Management Inc. located in Green Bay, WI. Shawn has been in the financial services industry since March 2015 and has passed exams for the Series 6, Series 63, Series 65, and the SIE exam. Shawn is registered to provide investment advisory services to individuals, corporations, and other businesses, as well as churches and non-profit sharing retirement accounts.

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ADVISOR BIO

Shawn Gehm is a financial advisor in Green Bay, WI, associated with Morgan Stanley. Shawn's experience in the industry began on January 6, 2011, and Shawn has been associated with Morgan Stanley since November 2010. Shawn is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and is licensed in 31 states and the District of Columbia.

SPECIALIZATIONS