ADVISOR BIO

Abby Leigh Weber is a registered representative and investment advisor representative, currently working at LPL Financial LLC. Abby holds a Series 7, Series 66, and SIE licenses, and has been working in the financial industry since November 2018. Abby works out of the LPL Financial Eau Claire, WI branch. Abby's firm provides a variety of financial services, including investment advisory services, financial planning, and consulting. They work with a range of clients, including individuals, businesses, and charitable organizations.

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ADVISOR BIO

Adam Gewiss is a financial advisor at Stifel, Nicolaus & Company, Inc. Adam Gewiss is a Certified Financial Planner® professional. Adam Gewiss has been in the financial services industry since 2014. Adam Gewiss is licensed to provide investment advice in 41 states, and holds registrations with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Adam Gewiss has been registered with Stifel, Nicolaus & Company, Inc. since December 2014. The firm provides financial planning, portfolio management, and other services to individuals, families, businesses, and institutions.

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ADVISOR BIO

Adam Turgeon is a financial professional with over 15 years of experience in the financial services industry. Adam is registered with PFS Investments Inc. and holds a Series 6, Series 26, and Series 63 license. Adam is located in Eau Claire, Wisconsin. Adam's specializations include variable annuities and mutual funds.

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ADVISOR BIO

Allen Campbell is an investment advisor representative associated with Robert W. Baird & Co. Inc. Allen is a securities professional with over 26 years of experience. Allen holds several professional designations and licenses, including Series 7, Series 63, Series 65, and Series 31. Allen is registered with the state of Wisconsin as a registered investment advisor representative. Allen is registered in 31 states as a broker-dealer. Allen has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Allen provides financial planning services and educational seminars. Allen has a diverse client base, including individuals, high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Amy Anderl is a financial advisor at Robert W. Baird & Co. Inc. based in Eau Claire, WI. Amy has been working in the financial industry since 2014. Amy is a Registered Representative and an Investment Advisor Representative, with licenses in Wisconsin. Amy is a Series 66, SIE, and Series 7 licensed professional. Amy specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Amy also offers financial planning and other advisory services.

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ADVISOR BIO

Amy Lofgren is a financial advisor with Robert W. Baird & Co. Inc. in Eau Claire, WI. Amy has been in the financial industry since 2012. Amy is a registered representative of Baird and has a Series 7, Series 66 and SIE licenses. She has been registered with Baird since 2018. Amy was previously employed by RBC CAPITAL MARKETS, LLC. Amy has a wide range of specializations, including investments in stocks, bonds, mutual funds, and ETFs. She is committed to providing her clients with personalized financial advice and investment management. Amy is licensed to provide financial services in a number of states, including Wisconsin, Alabama, Arizona, California, Colorado, Florida, Georgia, Kentucky, Michigan, Minnesota, Mississippi, Missouri, Nevada, North Carolina, Ohio, South Dakota, Tennessee, Texas, Washington, and Wisconsin.

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ADVISOR BIO

Amy Calkins is a registered representative with RBC Capital Markets, LLC. Amy has been in the industry since June 22, 2017. Amy holds the Series 63, Series 7 and SIE licenses. Amy is registered in 35 states and is an active member of the firm's branch office in Eau Claire, WI.

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ADVISOR BIO

Amy Motelet is a financial advisor at LPL Financial LLC. Amy has been in the financial industry since 2009. Amy holds Series 7 and Series 63 licenses and is registered to provide financial advice in Wisconsin. Amy is committed to providing her clients with personalized financial advice to help them reach their financial goals.

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ADVISOR BIO

Andreea Dumitru is a registered representative of Wells Fargo Clearing Services, LLC. Andreea has 1 year of experience in the financial services industry. Andreea is licensed to offer securities products and advisory services in Wisconsin. Andreea's professional background includes experience at Wells Fargo Bank, NA, US Bank, Ho Chunk Casino, and American Me Tshirt Factory.

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ADVISOR BIO

Andrew Schlafer is a financial advisor at Robert W. Baird & Co. Inc. Andrew has been in the industry for over 23 years and is registered to provide investment advice in 30 states and territories. Andrew is a Certified Financial Planner and holds Series 7, Series 63, and SIE licenses. Andrew has experience working with a variety of clients including individuals, families, businesses, and institutions. Andrew's focus is on providing personalized financial planning and investment management services to help clients achieve their financial goals.

SPECIALIZATIONS