Todd Obrien is a financial advisor with Transcend Advisor Group, LLC in Milwaukee, WI, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Concierge Financial Partners and Principal Securities Inc. Outside of advising, he works as a bookkeeper and tax preparer for Expert Tax Solutions and serves as an independent insurance agent for Transcend Insurance Group. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth, and institutional clients. The firm combines fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management.

Charles Eichner is a financial advisor with Transcend Advisor Group, LLC in Milwaukee, WI, holding a Series 66 designation and possessing 20 years of industry experience. His prior roles include positions at Principal Life Insurance Company and Princor Financial Services Corporation, among others. Outside of advising, he manages a tax preparation service as Managing Member of No Worries, Tax. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary account management.

Maximilian Rusch is a CFP® with five years of industry experience, currently serving as an advisor at Transcend Advisor Group, LLC. He previously worked at Wealthspire Advisors and UBS Financial Services. His background also includes four years at the University of Wisconsin–Madison. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth, and institutional clients. The firm employs a blend of fundamental, technical, and cyclical analysis, using both strategic and tactical asset allocation, and may engage in short-term trading and other advanced strategies aligned with client objectives.

Blair Jamieson is a CFP® with 14 years of experience in the financial services industry. He is affiliated with Transcend Advisor Group, LLC and has held positions at firms including Lion Street Financial and Principal Securities Inc. Outside of his advisory role, Mr. Jamieson is an independent insurance agent through Transcend Insurance Group and a part-owner of a commercial rental property in Milwaukee. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation, and commonly exercises discretionary trading authority in alignment with client investment policies.

Sam Kuklinski is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Transcend Advisor Group, LLC. His prior experience includes roles at Ameriprise and Northwestern Mutual. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting services to individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis with both strategic and tactical asset allocation, offering discretionary and non-discretionary account management.