Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer Member FINRA/ SIPC (finra.org/sipc.org). Insurance products are offered through LPL or its licensed affiliates. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations |... Read More about Lisa Haushalter - Old National Wealth Advisors

PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth needs.

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

Old National Bank is your bank for Milwaukee. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Tennessee, and Wisconsin. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management, online... Read More about Old National Bank

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in West Allis, WI live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents... Read More about Bankers Life

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Eleazar Lopez is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Milwaukee, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Eleazar Lopez - Thrivent

Spending nearly three years as a U.S. Peace Corps volunteer, I lived the reality of what they call “the toughest job you’ll ever love.” Growing up with a brother born with Down syndrome further deepened my commitment to helping others. These experiences shaped my passion for service, and today, as a financial planner in Wisconsin, I have the privilege of... Read More about Dean Hessler - Edelman Financial Engines

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Charlotte Ghazarian is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Glendale, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Charlotte Ghazarian - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. John Denecke is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Milwaukee, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about John Denecke - Thrivent

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Glendale – open by appointment only – is here for you, serving the North Shore and surrounding areas of Milwaukee. Whether you’re accumulating wealth, transitioning into retirement or... Read More about Edelman Financial Engines

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Connie White is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Glendale, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Connie White - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matthew Witkowski is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Milwaukee, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Matthew Witkowski - Thrivent

Money can be such a source of stress. When I can help clients see everything clearly, that sense of relief is really what inspires me. Think of it as a spring cleaning for your finances: Cut out the things that aren’t serving you, see where you are and understand what you need to do next. In my own life, my... Read More about Shannon Daly - Edelman Financial Engines

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Adelio Ikonomi is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Milwaukee, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Adelio Ikonomi - Thrivent

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Prescient Financial Solutions helps pre-retirement individuals, business owners, corporate executives and those becoming affluent to manage the accumulation, distribution and succession of their wealth. With our attention to detail and uncanny knack of envisioning potential variables, we act as financial engineers who craft integrated plans and consistently fine-tune them for optimized results.

Old National Bank is your bank for Greenfield. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Tennessee, and Wisconsin. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management, online... Read More about Old National Bank

Old National Bank is your bank for West Allis. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Tennessee, and Wisconsin. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management,... Read More about Old National Bank