ADVISOR BIO

Allison Butler is a financial advisor at Edward Jones. Allison has been in the financial industry since 2016. Allison holds the Series 7 and Series 66 licenses and has been registered with the state of Wisconsin. Allison is also a Certified Financial Planner. Allison provides a range of financial services, including financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Amanda Wikstrom is a financial advisor with Thrivent Investment Management Inc. and is registered in multiple states. Amanda is based in Hudson, WI, and has worked in the financial industry since 2024. Amanda has her Series 66 license and her Series 7TO. Amanda works with individuals, high-net-worth individuals, businesses, and churches.

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ADVISOR BIO

Amberlea Johnson is a registered representative with Thrivent Investment Management Inc., serving clients in Hudson, WI. Amberlea holds a Series 7TO, Series 66, and a SIE license. Amberlea is a financial advisor with a focus on helping individuals and families plan for their financial future. She has been with Thrivent for over three years and has a strong understanding of the financial services industry. In addition to her work with Thrivent, Amberlea also works as a surveyor for Tasteocracy and a personal assistant for Noble Luxury Brands. Amberlea is committed to providing her clients with personalized financial advice and guidance to help them achieve their goals.

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ADVISOR BIO

Benjamin Lundeen is a financial advisor at Edward Jones, based in Hudson, WI. Benjamin has been in the financial services industry since 2022 and has experience working with Thrivent Financial. Benjamin holds a Series 7TO, Series 66 and a SIE license, and is registered with the states of Florida, Minnesota, South Carolina, Texas and Wisconsin. Benjamin specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.

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ADVISOR BIO

Carter E. Christensen is a financial advisor with LPL Financial LLC. Carter is registered in Minnesota and Wisconsin and holds Series 66, Series 7TO, and SIE licenses. Carter has been in the financial industry since 2023 and provides a range of financial services including financial planning, investment management, and retirement planning. Carter has previously worked for WESTconsin Credit Union and has also been a notary public.

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ADVISOR BIO

Chantel Luke is a financial advisor with Ameriprise Financial Services, LLC. Chantel has been in the financial services industry since 2010. Chantel holds Series 7, 24, 63 and 65 licenses. Chantel previously worked at LPL FINANCIAL LLC and Independence Realty Securities, LLC. Chantel is a licensed advisor in Minnesota and Wisconsin. Chantel specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Chantel's current office is in Hudson, WI.

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ADVISOR BIO

Charles Drayer is an investment advisor representative with Near North Financial. Charles has been in the financial services industry since 2019, and is licensed to practice in Illinois and Wisconsin. Charles previously worked for Northwestern Mutual Investment Services and Guillaume and Freckman. Charles provides financial planning services, and has a series 65, Series 6TO, and SIE. Charles is committed to providing sound financial advice to his clients.

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ADVISOR BIO

Christopher Yaritz is a financial advisor with Northland Securities, Inc. located in Hudson, Wisconsin. Christopher has been in the industry since September 23, 1987. Christopher is licensed to provide investment advice and securities trading in 12 states including Wisconsin, Minnesota, Illinois, Arizona, Florida, Colorado, Idaho, New York, Washington, West Virginia, Kansas and South Dakota. Christopher has been registered with Northland Securities, Inc. since December 21, 2005. Prior to joining Northland Securities, Inc., Christopher worked for Piper Jaffray & Co., Miller, Johnson & Kuehn, Incorporated, Juran & Moody, Inc. and Allison-Williams Company. Christopher specializes in providing financial planning, portfolio management for individuals, selection of other advisors, and research services.

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ADVISOR BIO

Christopher Alan Swanson is a financial advisor with over 23 years of experience in the financial services industry. Christopher is a registered representative of LPL Financial LLC and an Investment Advisor Representative of Summit Investment Advisory Services. Christopher holds FINRA Series 6, 7, and 66 licenses and has earned the Certified Financial Planner designation. Christopher's office is located at 1200 HOSFORD STREET, STE 202 in Hudson, WI.

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ADVISOR BIO

Christopher Nelson is a financial advisor with Ameriprise Financial Services, LLC located in Hudson, WI. Christopher has been in the financial services industry since July 17, 1985 and is registered with both FINRA and the state of Wisconsin. Christopher is licensed to provide a wide range of financial services, including portfolio management, financial planning, and asset allocation. He is also registered to provide services to trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Christopher's previous experience includes roles at Riversource Distributors, Inc., Ameriprise Financial Services, Inc., NFP Securities, Inc., New England Securities, Ascend Financial Services, Inc., and Consolidated Resources, Inc.

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