ADVISOR BIO

Abdolghafor Kamal is a registered representative with J.p. Morgan Securities LLC. Abdolghafor is licensed to conduct business in Wisconsin. Abdolghafor has passed the Series 6TO and SIE exams. Abdolghafor specializes in investment management services.

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ADVISOR BIO

Alexandra Ebert is a registered representative with LPL Financial LLC. Alexandra has been in the industry since 2017 and is licensed in 21 states. Alexandra has a Series 66 and a Series 7 license. Alexandra's specializations include: investment clubs, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Alexandra provides consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Andrew Seymour Docksey is a financial advisor who has been in the industry since August 26, 2014. Andrew is currently registered with LPL Financial LLC. Andrew has also previously worked at First Command Financial Planning, Inc., BANC ONE SECURITIES CORPORATION and Edward Jones. Andrew holds licenses for Series 7, Series 63, Series 66, and the SIE exam. Andrew has an office located at 801 CARDINAL LANE in HARTLAND, WI. Andrew's specializations are: 1, 2, 3, 4, 5, and 6.

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ADVISOR BIO

Arielle Alisa- beth Jorns is a financial advisor with J.p. Morgan Securities LLC, based in Hartland, WI. Arielle has been in the industry since November 12, 2023.

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ADVISOR BIO

Ben Banasik is an investment professional with over 25 years of experience in the financial services industry. Ben is currently registered with MWA Financial Services Inc. located in Hartland, Wisconsin. Ben has also previously held positions at AXA Advisors, LLC in Waukesha, Wisconsin, and Thrivent Investment Management Inc. in Pewaukee, Wisconsin. Ben is a Series 6 and Series 63 licensed representative. Ben specializes in helping clients with financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Bradley Richter is a financial advisor with over 20 years of experience in the industry. Bradley is currently registered with J.p. Morgan Securities LLC and holds Series 6, 7TO, 63 and 66 licenses. Bradley is also registered in several states including California, Florida, South Dakota, Virginia, and Wisconsin. Bradley has previously worked at Northwestern Mutual Investment Services, LLC.

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ADVISOR BIO

Bradley High is a financial advisor with over 10 years of experience in the industry. Bradley currently works at Fisher Investments. Previously, Bradley worked at BMO Harris, BMO Investment Distributors, OneAmerica Retirement Services, OneAmerica Securities, The Retirement Advantage, and Wells Fargo Funds Distributor. Bradley holds the Series 63, Series 65, and Series 7 licenses. Bradley specializes in providing financial advice to individuals, corporations, businesses, charitable organizations, high-net-worth individuals, investment companies, and pooled investment vehicles. Bradley also provides portfolio assessment services.

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ADVISOR BIO

Brandi Lynn Hahn is a financial advisor with Osaic Wealth, Inc. Brandi Lynn Hahn is registered with the state of Wisconsin and holds Series 7TO, Series 66 and SIE licenses. Brandi Lynn Hahn has over 5 years of experience in the financial industry and has worked previously at Woodbury Financial Services, Inc. and D&L Financial Advisors LLC. Brandi Lynn Hahn is also licensed as an agent for life insurance and a funeral trust company.

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ADVISOR BIO

Brian Menzel is a financial advisor with Osaic Wealth, Inc., based in Hartland, WI. Brian has been in the industry since June 1996 and holds multiple licenses and certifications. Brian has extensive experience working with individuals, families, businesses, and institutions. Brian is also a board member for Journeys Lutheran School and a girls golf coach for Lake Country Lutheran High School. Brian is dedicated to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Creighton Dracca is a financial advisor who has been in the industry since 2012. Creighton currently works at Wintrust Investments LLC, and has experience with J.P. Morgan Securities LLC and Chase Investment Services Corp. Creighton is registered in 19 states and holds the Series 6, 7, 63, 66, and SIE licenses. Creighton's specializations include working with high-net-worth individuals, corporations, and pension plans. Creighton's firm offers financial planning, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS