Barry Denny is the sole advisor at Denny, Barry T., an independent registered investment adviser based in Lake Mills, WI. He holds a Series 63 designation and has five years of industry experience, with 17 years as a self-employed registered investment adviser. Prior to his current role, he worked as a senior trust officer. Denny, Barry T. provides discretionary portfolio management to individuals, trustees of personal and charitable trusts, and charitable foundations. The firm follows a conservative, fundamentally driven investment approach focused on U.S.-registered stocks and investment-grade bonds, emphasizing transparency and quality through selective securities and avoidance of speculative strategies.

Frederick Hohensee is a financial advisor at Hohensee Financial Services, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at Abacus Investments, Inc. since 1993. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, primarily serving retail customers. The firm combines discretionary management with tailored planning across multiple financial areas and employs a variety of security analysis techniques and strategies.

John Gering is a financial advisor with Hohensee Financial Services, Inc., holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Abacus Investments, Inc. since 1996 and Eastbay Inc. since 1988. Hohensee Financial Services provides investment supervisory and financial planning services primarily to individuals and small institutional clients, focusing on retail clients rather than high-net-worth households. The firm combines discretionary portfolio management with a range of strategies including technical and fundamental security analysis, and is affiliated with Abacus Investments, Inc., integrating advisory services with broker-dealer and insurance product capabilities.

Sara Williams is a financial advisor at Coordinated Capital Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Coordinated Capital Securities in two separate periods totaling 17 years, with additional experience at Mass Mutual Investors Services and MassMutual Wisconsin. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers a range of discretionary and non-discretionary management programs and employs a team of 16 professionals managing approximately $137 million for around 186 clients.

Daniel Wilson is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. His prior roles include positions at Johnson Bank, Raymond James Financial Services, Cedarpoint Investment Advisors, and J.P. Morgan Securities. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with techniques such as dollar-cost averaging, technical analysis, and trading strategies, and is notable for its affiliation with a third-party administrator/pension consulting business and its role as a 3(21) adviser.

Nathan Littrell is a CFP® with 12 years of industry experience, currently affiliated with Harbour Investments, Inc. He has previously worked at Northwestern Mutual and several related firms. Outside of his advisory role, Littrell serves as a volunteer firefighter and practices law as a public defender representing indigent clients. Harbour Investments serves a broad client base including individuals, trusts, and institutional entities, offering a variety of portfolio management and financial planning services. The firm’s investment approach varies by adviser and manager, with ongoing account monitoring and multiple execution options for clients.

Valerie Jones is a ChFC® credentialed financial advisor at CWM, LLC with over six years of experience in the industry. Her work history includes roles at Financial Impact Advisors and Cetera Advisor Networks, as well as positions with the University of Wisconsin-La Crosse. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by a dedicated Investment Committee and a range of tailored portfolio solutions.

Jennifer Mc Adow is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has seven years of industry experience. She previously worked at Zimbrick BMW for six years before focusing on financial services since 2019. Outside of her advisory role, she is chair of the Programs and Public Image committees for the Rotary Club of Lake Mills and operates an eBay resale store with her family. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Todd Wolff is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has held positions at Noel-Schopen Inc., LPL Financial, and Cetera Advisor Networks before joining CWM and Financial Impact Advisors. He also works as an insurance agent offering life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, employing model portfolios guided by an Investment Committee and offering tailored investment solutions and comprehensive portfolio oversight.

Debra Ranguette is a financial advisor with CWM, LLC in Fort Atkinson, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior work includes roles at Cetera, Financial Impact Advisors, and LPL Financial. Outside of advising, she is a partner in an accounting and tax firm and serves as a director on the board of a regional bank. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and providing tailored portfolio solutions supported by extensive custodial and technology integrations.

Mark Meier is a CFP® with 23 years of experience in the financial industry. He is currently with Beacon Pointe Advisors, LLC and previously worked at Advisory Services Network LLC and his own firm, R. Meier, Inc. Meier serves as a council member for the Saint Joseph Parish Finance Council. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Jonathon Frey is a financial advisor with Eagle Strategies (NY Life) in Edgerton, WI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Eagle Strategies since 2020 and maintains ongoing roles with NYLIFE Securities LLC and New York Life dating back to 2015. Outside of his advisory work, he volunteers with the Economic Development Committee of the Capital Off-Road Pathfinders, a nonprofit focused on mountain bike trail development in Dane County, Wisconsin. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm delivers tailored advice and solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Taylor Smithyman is a CFP® and Series 66 licensed advisor with 11 years of industry experience. He is a partner at Business & Tax Systems, LLC, where he provides tax preparation, tax planning, accounting, and payroll services. Smithyman also serves as president of the Fort Atkinson Rotary Club. He is affiliated with CWM, LLC, an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing tailored solutions such as custom indexing and alternative investments.

Aurelio Callope is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. His prior work includes roles at Banco Services Inc. and LPL Financial, each for nine years, and he currently serves as club secretary for the Whitewater Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors.

Michael Wendt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors and Investment Centers of America. Outside of advisory work, he serves as a board member on the Badger Bank Investment Committee and is involved in several independent insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Jeffrey Stein is a financial advisor with Ameriprise in Cambridge, WI, holding a Series 63 designation and 35 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Stein serves on the board of directors for Buckets for Hunger, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with enrollment criteria requiring a minimum level of investable assets.

Thomas Moore is a Series 66 licensed advisor at Edward Jones with 22 years of industry experience. He has worked at Edward Jones since 2007 and was previously with Thrivent Investment Management from 2005 to 2007. Outside of his advisory role, he is the owner of Tommy Boy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers both discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and specialized tax-efficient services, supported by a large network of advisors and branch offices nationwide.

James Allan is a financial advisor at OSAIC with three years of industry experience. He holds the Series 66 credential and has previously worked at firms including Edward Jones, Thrivent Financial, and Ollie's Bargain Outlet. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports diverse portfolio management strategies across multiple investment products.

David Blend is a CFP®-credentialed financial advisor with Edward Jones in Whitewater, WI, where he has worked since 2001. He has 25 years of industry experience and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Gregory Hatzinger Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has held roles at Edward Jones since 2020. His prior work includes positions in fitness and aquatics as well as property rentals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Logan Ruesch is a financial advisor at Edward Jones in Ft Atkinson, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Jeffs Commercial Cleaning, Burtness, Owl, Lavelle, Northwestern Mutual, and Oconomowoc Golf Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Timothy Brockmann is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc and Capital Financial Services, Inc. Outside of his advisory role, he serves as a deacon at Faith Community Church in Fort Atkinson, WI. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a variety of portfolio construction tools, offering both discretionary and non-discretionary account management.

Ralph Lassa III is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has previously worked at PremierBank, Thrivent Financial, and City National Bank. In addition to his advisory role, he serves as a wealth advisor for PremierBank's wealth management and trust department, providing holistic financial and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Bruce Waller is a financial advisor with Edward Jones in Ft Atkinson, WI, holding a Series 63 designation and 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory work, he is the sole member of Waller Holdings LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Michael Ehlers is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously worked at MK Cellular Inc for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Allen Dable is a financial advisor at Osaic with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including JP Morgan Securities and Thrivent Financial. Allen is also the owner of Highpointe Wealth Management, Inc., an investment-related S corporation. Osaic Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct portfolios that may include a range of securities and alternative investments.

Julie Nachtigal is a financial advisor with Edward Jones in Fort Atkinson, WI, holding a Series 66 credential and nine years of industry experience. She has been with Edward Jones since 2016 and also operates Nachtigall Business Consulting LLC, which she founded in 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide, with assets under management totaling approximately $1.01 trillion.

Joshua Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Whitewater, WI. He has four years of industry experience, including prior roles at myPro Realty and Lannon Stone Realty. Outside of finance, he has been involved with Brooklife Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of advisors and branches.

Debra Stein is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. Her career includes roles at Grove Point Investments, Grove Point Advisors, H.Beck Inc., and previous tenure at LPL Financial. 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 advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Christopher Smith is a financial advisor with Edward Jones in Cambridge, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and supports its clientele through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Matthew Peltier is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for the City and County of Denver for five years. Peltier is a member of the School District of Jefferson School Board in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and a nationwide network of over 23,000 financial advisors.

Gary Thompson is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2004. In addition to his advisory role, he is president of Thompson & Company, S.C., a CPA firm, and serves on the board of the Jefferson Housing Authority. Cetera Investment Advisers LLC provides services through a large network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Meredith Pennewell is a financial advisor with Edward Jones in Ft Atkinson, WI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked for SouthComm Business Media, Inc for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Christopher Nevermann is a financial advisor at Edward Jones in Fort Atkinson, WI, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and other financial services through a nationwide network of over 23,700 advisors.

Gene Gorrell is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Edward Jones for seven years. He also owns Lake Country Asset Management, LLC, which provides fee-based and commission-based advisory services including wealth management, retirement planning, and insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions through a large network of financial advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party managers to construct and manage portfolios that include a broad array of asset classes.

Alister Huss is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Principal Advised Services, Principal Securities INC, and Principal Life Insurance Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Heather Stelzer is a financial advisor with Edward Jones in Whitewater, WI, holding a Series 66 designation and six years of industry experience. Her prior work experience includes roles at Wildtree Holdings LLC, Wisconsin Lutheran College, University of Wisconsin - Madison, Nuskin, and Wildtree Herbs Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

William Neubauer is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Inc. and Securities America Advisors. Neubauer is also involved in insurance sales through Highpointe Wealth Management, where he serves as a senior partner and assists clients with life, long-term care, and fixed annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios across multiple investment types on discretionary or non-discretionary bases.

David Stuart is a financial advisor with Ameriprise in Cambridge, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Ameriprise since 2017, with prior roles at PFS Investments and Primerica Financial Services. Outside of his advisory work, he serves as an independent WIAA football referee during the fall season. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Garrett Larson is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior experience at First Citizens State Bank and Bergstrom Chevrolet of Madison. Outside of his advisory role, he serves as Treasurer for the Whitewater Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment strategies.

Susan Foley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial LLC and First Citizens State Bank since 2016. She serves as the church council secretary for Covenant Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring a variety of portfolio management options, financial planning, and consulting services, with more than $256 billion in assets under management.

Kevin Giammalva is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. He is also a managing partner at Brockmann Financial, where he oversees the advisory practice. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms.

Ryan Quamme is a financial advisor at Edward Jones in Whitewater, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for the University of Wisconsin-Whitewater for 11 years. Outside of his advisory role, he umpires high school baseball games in Stevens Point, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options.

Jarod Schut is a financial advisor with Cetera who holds the CFP® designation and has 11 years of industry experience. He has worked with Cetera since 2017 and previously held roles at AXA Advisors, LLC and First National Bank & Trust. Schut also serves as an adjunct professor at Beloit College, teaching a personal finance course. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of advisors.

Brittany Skelton is a financial advisor at Edward Jones in Whitewater, WI, holding a Series 66 designation. She has experience working at Edward Jones since 2022 and previously held roles in the wellness and personal care industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Kent Hutchins is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory work, he is involved in managing short-term rental properties in the Whitewater and Lake Geneva, Wisconsin areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Staci Minerath is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JP Morgan Securities LLC, JP Morgan Chase Bank, and Thrivent Investment Management Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

Aaron Genthe is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 designation. Outside of his advisory role, he serves as President and currently as Director At-Large of the Lake Mills Area Community Foundation, where he manages an eight-person board overseeing community donations and grants. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households and institutional clients. The firm offers a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Ethan Schmidt is a Series 66-licensed financial advisor with Edward Jones, based in Lake Mills, WI, and has three years of industry experience. His prior roles include positions at Summit Credit Union, Retirement Income Strategies, and Mutual of Omaha Investor Services and Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.