Independent, student loan debt financial advisors in Milwaukee, WI

Randy Potter is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan entities since 2000. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zachary Hidden is a CFP® with nine years of industry experience, currently serving as a financial advisor at Perk Planning since 2021. He previously worked at Plante Moran Financial Advisors for five years. Outside of advising, he holds a minor ownership stake in a bookkeeping and consulting firm. Perk Planning provides financial planning and investment consultation to individuals and businesses, focusing on cash-flow, retirement, education, risk management, and estate planning through interviews and written plans. The firm employs a passive, long-term investment approach emphasizing strategic asset allocation and diversified index funds, operating on an hourly or fixed-fee basis without discretionary trading or commission-based fees.

David Manke is a financial advisor with Robert W. Baird & Co. in Wauwatosa, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird Incorporated since 2013. Outside of his advisory role, he serves as a board member on the investment and finance committee of Holy Cross Lutheran Church. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio management services to individuals, families, institutions, and charitable organizations using a range of traditional and non-traditional investment strategies.

John Dodds is a financial advisor with Kestra Advisory Services who holds a Series 63 designation and has 44 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services since 2002. Outside of his advisory work, Dodds is involved in sports media, owning and hosting basketball-themed shows and writing stories about Marquette basketball. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving clients that include sovereign wealth funds and other large institutional investors.

John Pelletier is a CFP® with 23 years of industry experience. He is currently with LPL Financial and has also worked at BMO Harris Financial Advisors and M&I Investment Management throughout his career. Pelletier maintains a DBA for LPL Business under the name BMO Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

Kade Hammes is a CFP® and holds a Series 65 license, with nine years of experience in the financial advisory industry. He is the owner and sole advisor at Storybook Financial, an independent firm based in Coralville, IA. Prior to founding Storybook Financial, Hammes worked at CliftonLarsonAllen Wealth Advisors, LLC and was previously dual-registered with Blend Financial, Inc. Storybook Financial serves individuals, young professional families, and small businesses, providing comprehensive financial life planning alongside discretionary portfolio management and project-based planning. The firm’s investment approach emphasizes strategic asset allocation and evidence-based investing, incorporating factor tilts and international diversification through mutual funds, ETFs, and third-party managers.

Lindsey Ciarrocca is a financial advisor at Providers & Families Wealth Management with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Outside of her advisory role, Lindsey operates The Exuberant Elephant as a money coach. Providers & Families Wealth Management serves individuals, families, trusts, estates, businesses, and charitable organizations with financial planning and discretionary investment management. The firm utilizes a strategic asset-allocation approach and combines various analytical methods, offering both subscription-based planning and portfolio management services.

Eric McGinley is the sole advisor at POV Wealth LLC in Falls Church, VA, holding a Series 66 credential with 11 years of industry experience. His work history includes roles at USA Financial Securities, Securities America, and Park Avenue Securities. Outside of advising, he officiates field hockey and lacrosse games and provides college funding and student loan consultation services. POV Wealth LLC offers financial planning and discretionary asset management for individuals, families, trusts, and businesses. The firm emphasizes documented client profiles, periodic portfolio reviews, and diversified investment strategies, along with educational seminars and coordination of held-away and custodial accounts.

Danielle Dettenmayer is a CFP® professional with four years of industry experience, currently serving as an advisor at Tactical Wealth Partners. Prior to joining Tactical Wealth Partners, she worked at Zeiders Enterprises, Inc. for six years. Tactical Wealth Partners primarily serves high-earning attorneys at large law firms, providing comprehensive financial planning and investment management. The firm employs a diversified, tax-aware investment approach focused on low-cost mutual funds and ETFs, managing assets through a combination of discretionary and non-discretionary arrangements.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.