Top financial advisors working with high-net-worth individuals in Wausau, WI

Zachary Kyhos is a Series 65-registered advisor with Buska Wealth Management, LLC and has 10 years of industry experience. He has been involved with Buska Retirement Solutions, Inc. since 2016 and previously was affiliated with Weston Health Club, LLC. Kyhos is currently associated with Skiddles, LLC. Buska Wealth Management serves individual investors and qualified retirement plans, managing approximately $538.7 million across about 1,700 client relationships. The firm employs fundamental, technical, and cyclical analysis and often uses third-party managed models through co-advisor arrangements.

Kimberly Garski is a financial advisor with LPL Financial and holds a Series 66 designation. She has two years of industry experience and has previously worked with Grove Point Advisors, LLC, Kelch & Associates, LLC, Grove Point Investments, LLC, and GI Associates. In addition to her advisory role, she is involved in bookkeeping outside the investment industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Steven Story is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 30 years of industry experience and has worked as a fixed insurance agent since 2001. He is also president of Steven Story & Associates, Inc., a marketing entity related to his insurance and financial services activities. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a notable emphasis on non-discretionary assets and a combination of fee-based and commission-based options.

Amanda Molin is a financial advisor with Creative Planning in Wausau, WI, holding CFP® and Series 65 credentials and bringing nine years of industry experience. Her prior roles include positions at Wipfli Financial Advisors and Hewins Financial Advisors, as well as work at the University of Denver. She serves as a board member and Treasurer for the Humane Society of Marathon County, providing oversight on the organization’s financial wellness. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tactical portfolio options and comprehensive retirement plan services.

Dan Augustine is a financial advisor with Ameriprise in Weston, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Ameriprise in 2023, he spent 15 years at Commonwealth Financial Network and Peoples Wealth Management. Augustine also serves as a financial advisor at IncredibleBank. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.