Matthew Giese is a financial advisor with LPL Financial in Waterford, WI, holding a Series 66 credential and eight years of industry experience. He previously worked at Next Financial Group, Inc., Great Lakes Senior Living, and US Bank. Giese serves on the finance committee of a nonprofit board in the Village of Waterford. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Nicole Nickel is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Next Financial Group, Kohler Co, Interactive Resources, BMO Harris Bank NA, Associated Bank Corp, and 2020 Companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management approaches.