ADVISOR BIO

Carter Buchman is a financial advisor at Edward Jones. Carter is registered to provide investment advice in Wisconsin. Carter has been in the financial industry for 2 years. Carter has passed the Series 7TO, SIE, and Series 66 exams. Carter's current firm, Edward Jones, has offices in Windsor, WI.

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ADVISOR BIO

Cynthia O'Connell is an investment advisor representative with over 30 years of experience in the financial services industry. Cynthia is currently registered with Osaic Wealth, Inc. and has previously worked with Woodbury Financial Services, Inc., SII Investments, Inc., LPL Financial LLC, M&I Brokerage Services, Inc., and CUNA Brokerage Services, Inc. Cynthia offers a range of financial services including financial planning, portfolio management, and pension consulting. Cynthia is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Derek Leighton is a financial advisor with Osaic Wealth, Inc. Derek has been in the industry since 2009 and has a wide range of experience in providing financial advice and guidance to individuals and businesses. Derek has a Series 7, Series 24 and Series 66 licenses and is registered in 18 states. Derek works with clients on a variety of financial planning needs, including retirement planning, college savings, investment management, and estate planning.

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ADVISOR BIO

Jacob Vehring is a financial advisor registered with Edward Jones in Windsor, WI. Jacob is also registered with the state of Wisconsin as an investment advisor representative. Jacob has been in the financial services industry since 2011. Jacob's previous employment was with LORD ABBETT DISTRIBUTOR LLC in JERSEY CITY, NJ. Jacob specializes in the following areas: financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.

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ADVISOR BIO

Michael Esser is a financial advisor with Edward Jones, a firm with approximately $10 billion - $50 billion in regulatory assets under management. Michael Esser has been in the industry since March 2008, and has a Series 7, Series 66, and SIE exam license. The firm offers a wide range of services, including portfolio management, financial planning, pension consulting, and the selection of other advisors.

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ADVISOR BIO

Ryan Michael Fountain is a registered representative with Osaic Wealth, Inc. based in Windsor, WI. Ryan has been in the industry since 2024, providing financial advice and services to individuals, businesses, and institutions. Ryan holds the Series 7TO, SIE, and Series 66 licenses. Ryan specializes in providing financial planning, pension consulting, and portfolio management services. Ryan also works with preferred wealth advisors clients on their tax needs through Full Spectrum Solutions, LLC. Ryan is also an insurance representative for 3 Mark Financial and The Insurance Group.

SPECIALIZATIONS