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Jay V
Series 63, Series 66
Danbury, WI
Transamerica Financial Advisors
Jay Vavra is a financial advisor with Transamerica Financial Advisors in Saint Paul, MN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior firms include NEXT Financial Group, Edward Jones, Lincoln Investment, LPL Financial, and Waddell & Reed. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm manages approximately $1.7 billion in regulatory assets and offers integrated retirement plan solutions and affiliated product distribution.
Ashley D
Series 63, Series 66
Danbury, WI
The huntington Investment company
Ashley Drury is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. She has 29 years of industry experience and has worked at firms including LPL Financial and Principal Securities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach that integrates third-party and affiliate model offerings, providing a range of wrap-fee programs on the Envestnet MAS platform.
Olivia T
Series 66
Webster, WI
Edward Jones
Olivia Tucker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Northwest Passage for two years and has held various positions in education and athletics, including coaching volleyball at Grantsburg School District. She is involved in seasonal coaching activities outside of her advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branch offices.
Trevor B
Series 66
Webster, WI
Edward Jones
Trevor Brewer is a financial advisor at Edward Jones in Webster, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Green Key Solutions and Aerotek/Aston Carter, among other roles. He also has experience in the brewing and beverage industries, having worked at Mosinee Brewing Company and Bernick's Pepsi Co. 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, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.
Devin D
Series 66
Webster, WI
Edward Jones
Devin Danielson is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked for the Pine City School District and Jensen-Sundquist Insurance Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Thomas R
Series 63, Series 66
Webster, WI
LPL Financial
Thomas Ritten is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked at LPL Financial since 2012 and previously held positions at Raymond James Financial and Wells Fargo Investments. 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, model portfolio programs, third-party asset management, and institutional platforms.
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