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Nathan B

Series 66

Medford, WI

Cetera

Nathan Bilodeau is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 designation and has worked at Cetera and several affiliated firms since 2020, as well as at Forward Bank and Associated Bank earlier in his career. He serves as a board member for the Fulcrum Foundation. Cetera Investment Advisers LLC is an SEC-registered firm distributing services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers within multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Madelyn W

Series 66

Medford, WI

Cetera

Madelyn Wanke is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has previously worked at Forward Bank and OSAIC Wealth Inc. Outside of her advisory role, she serves as a military intelligence officer for the Wisconsin Army National Guard and participates in coaching gymnastics. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporations, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform and provides both discretionary and non-discretionary portfolio management services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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