CFP®-certified, retirement income strategy financial advisors in Whitewater, WI

Todd Wolff is a financial advisor with Carson Wealth who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked with firms including Noel-Schopen Inc., LPL Financial, Cetera Advisor Networks, and Financial Impact Advisors. Wolff is also licensed to sell life, health, disability, annuities, and long-term care insurance. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios with a combination of fundamental and technical analysis.

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.

Drew Williams is a financial advisor at Coordinated Capital Securities, Inc. in Beloit, WI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Coordinated Capital Securities since 2015. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 professionals managing approximately $137 million for around 186 clients.

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.

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.

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.

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, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

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.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 options, operating under a fiduciary standard.

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.