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Samuel S

CFP®, Series 63

Greenville, WI

LPL Financial

Samuel Sigler II is a CFP®-designated financial advisor with 31 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 15 years at Ameriprise Financial Services. Outside of his advisory role, he is involved with CMSS, LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies with technological tools to support advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brent M

CFP®, Series 66

Greenville, WI

LPL Financial

Brent Mares is a CFP® with 18 years of experience in the financial industry. He has worked at LPL Financial since 2020 and previously spent 12 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he operates an online sales business as a sole proprietor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and offering a broad range of financial services beyond advisory solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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