Top advisors focused on airline pilot in Wisconsin

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.

Erkki Peippo is a financial advisor at Concorde Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial Inc. and through his own CPA firm. Outside of advisory work, he is involved in farming through Peippo Farms and operates as an insurance agent. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm uses a model-based portfolio construction approach with in-house and external strategists, offering alternative investments and ERISA plan services.

Kristine Iverson is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services that include estate planning and structured investment approaches.

Roland Szilard is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 2006 and also works with Agia. Outside of his advisory work, Szilard serves as a board member involved in organizing youth soccer activities and acts as a youth soccer referee. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at a large scale with over 1,200 advisors.

Erin Kincheloe is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ponder Financial Group for 19 years. Outside of her advisory role, she operates a consulting business focused on CRM operations and training. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm employs customized investment strategies utilizing low-cost mutual funds, ETFs, individual securities, model portfolios, and third-party managers.

Peter Schumacher is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 34 years of industry experience. His previous roles include positions at Johnson Wealth Inc. and Cleary Gull Inc. before joining Oarsman Capital in 2022. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, model portfolios, financial planning, and retirement-plan advisory services. The firm emphasizes fundamental analysis, long-term equity investing, tax-aware management, and combines in-house research with third-party independent managers.

Michael Whyte is a Series 65-licensed financial advisor with Targeted Wealth Solutions in Schertz, TX, where he has worked since 2021. He has four years of industry experience and also works as a commercial pilot for Delta Airlines, a role he has held since 2015. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm employs a Modern Portfolio Theory framework enhanced by economic analysis and quantitative models, offering diversified portfolios primarily through ETFs and active option strategies for downside risk management.

Michael Whitney is a CFP® professional with four years of industry experience, currently serving at Solitude Financial Services, Inc. He previously worked at Albany Financial Group and LPL Financial, LLC. Solitude Financial Services provides fee-only, fiduciary investment advice and discretionary portfolio management to individual and high-net-worth clients using a financial life management framework. The firm emphasizes long-term, buy-and-hold investment strategies with model portfolios primarily composed of ETFs, mutual funds, stocks, and bonds, and employs options strategies to manage portfolio risk.

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ☑️A transparent fee and incentive structure ☑️ A flexible, client-focused service model ☑️ Modern technology solutions ☑️ Virtual meeting capabilities ☑️ Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.