CFP®-certified, options & derivatives strategies financial advisors in Elkhorn, WI

Justin Hanke is a financial advisor with UBS Financial Services in Elkhorn, WI, holding a Series 66 designation and eight years of industry experience. He has been associated with UBS since 2015, including roles at UBS Financial Services and UBS Business Solutions. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Timothy Black is a CFP® with 13 years of industry experience, currently advising clients at Edward Jones in Elkhorn, WI. He has been with Edward Jones since 2013. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.

Harold Sherrill III is a Series 65 licensed financial advisor with Edelman Financial Engines, bringing one year of industry experience. Before joining Edelman Financial Engines, he held various roles in the food and beverage sector, including positions at Aurum Food and Wine and Steamboat Springs Resort. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers services through advisor-led and online platforms, serving a large client base with a high client-to-advisor ratio.

Dennis Opie is a financial advisor with Wells Fargo Advisors in Elkhorn, WI, holding a Series 66 designation and 20 years of industry experience. His career includes nearly two decades with Wachovia Bank, N.A. and Wells Fargo Clearing prior to joining Wells Fargo Advisors. He also owns OPIE ASSET MANAGEMENT LLC, an investment-related business based in West Bend, WI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, delivering solutions that include niche areas such as business-owner transition and special-needs planning.

J. Wehmeier is a financial advisor with Equitable Advisors in Elkhorn, WI, holding Series 63 and Series 65 designations and having 21 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2008. Outside of advising, he is involved in community organizations including the Elkhorn Chamber of Commerce, the Elkhorn Lions Club, and the Camp LuWiSoMo Development Board, and he also owns a small business that produces candies and candied nuts. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party asset managers.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.