ADVISOR BIO

Joseph C. Voight is a financial advisor at Robert W. Baird & Co. Inc. Joseph has been in the financial industry for more than 2 years. Joseph has Series 7, 63, and 65 securities licenses and is registered to provide investment advice in both Ohio and Wisconsin. Joseph has experience working with individuals, families, businesses, and institutions. Joseph can help you with a variety of financial needs, including retirement planning, college savings, investment management, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Joseph Granger is a financial advisor at The Colony Group, LLC. Joseph has over 5 years of experience in the financial services industry. Joseph holds Series 66, Series 7TO, and SIE licenses. Joseph is also a Certified Financial Planner. Joseph's areas of specialization include Retirement Planning, College Savings Planning, Estate Planning, and Insurance Planning. Prior to joining The Colony Group, LLC, Joseph was employed by UBS Financial Services Inc. and Carolina Capital Consulting, Inc. Joseph is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Joseph Wenzel is a registered representative with Goldman Sachs & Co. LLC. Joseph has been in the securities industry since June 3, 2005, and holds the Series 7, Series 57TO, and SIE licenses. Joseph's specializations include: securities, commodities, options, fixed income, investment banking, mutual funds, and variable annuities.

SPECIALIZATIONS

ADVISOR BIO

Joseph Anthony Pellegrini is a financial professional with over 30 years of experience in the industry. Joseph is currently registered with Robert W. Baird & Co. Inc. Prior to joining Robert W. Baird & Co. Inc., Joseph has held positions at Wachovia Capital Markets, LLC, Wachovia Securities, LLC, Lehman Brothers Inc., FleetBoston Robertson Stephens Inc., BancAmerica Robertson Stephens, and Robertson, Stephens & Company LLC. Joseph is a Series 7, Series 63 and SIE licensed professional. Joseph specializes in providing financial services to individuals, high-net-worth individuals, corporations or other businesses, investment companies, charitable organizations, pension and profit sharing plans, and insurance companies.

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ADVISOR BIO

Joseph A Rochte is a registered investment advisor representative at Eaton Vance Management. Joseph A Rochte has been active in the industry since February 12, 2023. Joseph A Rochte has passed the Series 66, Series 7TO, and SIE exams. Joseph A Rochte is registered in California, Hawaii, Massachusetts, and Michigan. Joseph A Rochte has worked at EATON VANCE DISTRIBUTORS, INC., Fidelity Investments, Poppy Pizza, Stelios Pizza, Legit Lacrosse, Roche Brothers, Hingham High School, and Denison University.

SPECIALIZATIONS

ADVISOR BIO

Joseph Geofrey Travis is a financial advisor with Stifel, Nicolaus & Company, Inc.. Joseph has been in the industry since June 28, 2001 and is registered in multiple states. Joseph also holds the Series 66, Series 7 and SIE licenses. Joseph is associated with the firm's Lewiston, ID office.

SPECIALIZATIONS

ADVISOR BIO

Joseph Crowley is an investment advisor representative with Allspring Funds Management, LLC. Joseph has been in the financial services industry since 2005. Joseph holds the Series 66, Series 7, and SIE securities licenses. Joseph is registered in 20 states and specializes in investments for businesses, individuals, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Joseph Ijong Chu is a financial advisor with over 16 years of experience in the industry. Joseph has a Series 7, Series 31, and Series 66 licenses. Joseph is currently registered with RBC Capital Markets, LLC, which has its main office in New York, New York. Previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Joseph is also on the Board of Directors of the charitable organization, Kids In Crisis. Joseph is registered to provide investment advisory services in 27 states, including Connecticut, Texas, New York and California.

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ADVISOR BIO

Joseph Anastasio is a financial professional with over 14 years of experience in the securities industry. Joseph is currently registered with Goldman Sachs & Co. LLC, a leading global investment banking, securities and investment management firm. Joseph has a broad range of experience and licenses including Series 7, 24, 55, 63, and SIE, and is registered in all 50 states and U.S. territories.

SPECIALIZATIONS

ADVISOR BIO

Joseph Barton is a registered Investment Advisor Representative in Texas and is an active member of the Investment Advisor community. Joseph Barton is affiliated with White Rock Capital. White Rock Capital primarily serves High Net Worth Individuals and Pooled Investment Vehicles, and has offices located in Dallas, Texas. The firm's assets under management are over $145 million.

SPECIALIZATIONS