ADVISOR BIO

Lisa Marie Jensen is a financial advisor at D.a. Davidson & Co. Lisa has been in the industry for over 22 years and is registered in 27 states. She specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Lisa is a Certified Financial Planner and holds a Series 66, Series 7, Series 24, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Lisa Greer Foutch is a registered representative with Robert W. Baird & Co. Inc. Lisa has been in the financial services industry since January 20, 1997 and is licensed in Kentucky and Tennessee. Lisa is a Series 7 and Series 63 licensed representative. Lisa has previously worked with Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, LLC. Lisa specializes in a wide range of financial services, including portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Lisa Swatkoski is an investment advisor representative with Vanguard Advisers, Inc., a firm headquartered in Malvern, PA. Lisa has been in the industry since 2009 and holds Series 6, 63, and 65 licenses as well as the SIE. Lisa has specialized in working with individuals, businesses, pooled investment vehicles, investment companies, and charitable organizations. Lisa is registered with the state of Pennsylvania and Texas. Lisa's firm manages over $333 billion in assets.

SPECIALIZATIONS

ADVISOR BIO

Lisa Marie Pekny is a registered Investment Advisor Representative associated with Orion Portfolio Solutions, LLC in Omaha, Nebraska. Lisa has been active in the financial services industry since 2005. Lisa has a strong background in financial services, having worked at Northwestern Mutual Investment Services, LLC and CLS INVESTMENTS, LLC. Lisa is currently registered with the state of Nebraska and holds the Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS

ADVISOR BIO

Lisa Mursu is a registered investment advisor representative with Calamos Advisors LLC. Lisa is licensed in Illinois, and has been in the industry since 1997. Lisa has experience in investment management for individuals, businesses, investment companies and pooled investment vehicles. Lisa has been with Calamos Financial Services LLC since 2011 and with Calamos Wealth Management LLC since 2011. Prior to that, Lisa worked at MTL Equity Products, Inc. and Oberweis Securities, Inc. Lisa holds the Series 7, Series 24, Series 53 and Series 66 licenses.

SPECIALIZATIONS

ADVISOR BIO

Lisa Abramowitz is a financial professional with over 20 years of experience in the industry. Lisa has a strong background in providing investment advisory services to individuals, families, and institutions. Currently, Lisa is a registered representative at Northern Trust Securities, Inc. Prior to joining Northern Trust Securities, Inc., Lisa held positions at various firms including Franklin Templeton Financial Services Corp., Barclays Capital Inc., Lehman Brothers Inc., and UST Securities Corp. Lisa holds Series 6, 7, 63, and 66 licenses and is registered to provide investment advice in a number of states.

SPECIALIZATIONS

ADVISOR BIO

Lisa Zitzmann is a financial advisor with over 23 years of experience in the financial services industry. Lisa is currently registered with Stifel, Nicolaus & Company, Inc. in Missouri and Texas. Lisa is a General Securities Principal, General Securities Representative, and has a Series 66 license. Lisa has worked with a variety of clients, including individuals, businesses, and institutions. Lisa is committed to providing her clients with personalized financial advice and strategies that help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Lisa Whinnery is a registered investment advisor representative with Robert W. Baird & Co. Inc.. Lisa has been in the financial services industry since July 2000. Previously, Lisa worked for WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC.. Lisa is licensed to provide investment advice in 25 states and has a Series 7, Series 63, and SIE licenses. Lisa has experience providing financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Lisa can work with a variety of clients, including individuals, high-net-worth individuals, corporations or other businesses, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Lisa Calabrisotto is a financial advisor at Oppenheimer & Co. Inc. with over 22 years of experience in the financial industry. Lisa has a wide range of experience in financial planning, portfolio management, and investment advisory services. Lisa has been registered as a broker-dealer representative since January 2002. Lisa is registered to provide financial advice in 20 states.

SPECIALIZATIONS

ADVISOR BIO

Lisa Lynn Hayes is an investment advisor representative with Stancorp Investment Advisers, Inc. and has been in the industry since 1993. Lisa has experience working with retirement plans and providing investment advice to plan sponsors and participants. Lisa is registered to provide investment advisory services in Oregon, Washington, Alaska, California, and Montana. Lisa also holds Series 63 and Series 65 licenses, along with her Series 7 and SIE licenses. She is also the unpaid volunteer Treasurer for her homeowners association.

SPECIALIZATIONS