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Peter L

Series 63, Series 65

Milwaukee, WI

Voya financial Advisors, Inc.

Peter Lanigan Jr. is a financial advisor with Voya Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He also owns Lanigan Financial Group Incorporated and engages in several consulting roles, including financial modeling and reporting support for various businesses outside the investment industry. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors and participants, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, focusing largely on non-discretionary advisory relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Stephen K

Series 63, Series 65

Milwaukee, WI

Voya financial Advisors, Inc.

Stephen Karakis is a financial advisor with Voya Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial planning and portfolio management services through multiple program structures, primarily providing non-discretionary recommendations that clients approve before execution.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Mitchell M

Series 66

Milwaukee, WI

Voya financial Advisors, Inc.

Mitchell Manning is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at Voya since 2017, previously spending two years at Edward Jones. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting through various program structures, typically offering non-discretionary, recommendation-based advice.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Ryan K

Series 63, Series 65

Milwaukee, WI

Voya financial Advisors, Inc.

Ryan Knutson is a financial advisor with Voya Financial Advisors, Inc. and holds Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at firms including Northwestern Mutual Investment Services and Harbour Investments. Outside of finance, he owns Gingers Fitness LLC, a personal training business. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting through multiple program structures, with a notable emphasis on non-discretionary, recommendation-based services.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Timothy L

Series 63, Series 65

Milwaukee, WI

Voya financial Advisors, Inc.

Timothy Leroy is a financial advisor with Voya Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs and operates as both an SEC-registered investment adviser and broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Pedro G

Series 66

Milwaukee, WI

Voya financial Advisors, Inc.

Pedro Guerrero is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Voya, he worked at Mutual of America Securities LLC and SmartFinancial LLC among other firms. Voya Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures. The firm combines advisory and broker-dealer services and provides both discretionary and predominantly non-discretionary investment recommendations.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Robert P

Series 63, Series 65

Milwaukee, WI

Voya financial Advisors, Inc.

Robert Payant is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Voya Financial Advisors since 2014 and operates an independent insurance agency offering long-term care and fixed life insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, providing services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures with an emphasis on non-discretionary advisory relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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