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ENVISIONING AND

OPTIMIZING FINANCIAL FUTURES

MEET OUR TEAM



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.

START YOUR OPTIMIZED FUTURE


Congratulations to Jerry David. His dedication and passion for putting clients
first and helping them live the life they want has made him one of the
industry's top financial advisors for five years running. Jerry David with
Prescient Financial Solutions has been named a Top 1,200 Financial Advisor by
Barron’s, Best-In-State Wealth Advisor and Top Financial Security Professional
by Forbes, and a Top 400 Financial Advisor by Financial Times.

ALSO RECOGNIZED IN 2019

--------------------------------------------------------------------------------

Forbes "Best-in-State Wealth Advisors" list (April 2024). Research and ranking
provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Barron’s “Top
1,200 Financial Advisors” list (March 2024). Based upon data as of 9/30/2023.
Barron’s “Top 1,200 Financial Advisors” list (March 2023). Based upon data as of
9/30/2022. Forbes "Best-in-State Wealth Advisors" list (April 2022). Research
and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021.
Forbes Best-in-State Top Financial Security Professionals list (July 2022,2024).
Research and ranking provided by SHOOK Research. Based upon data as of December
31st of the preceding year. Forbes Top Financial Security Professionals list
(October 2021). Research and ranking provided by SHOOK Research. Based upon 2020
data. The Financial Times “Top Financial Advisers” list (April 2020). Produced
annually by Ignites Research, on behalf of the Financial Times. Data as of
6/30/2019. The Financial Times “Top Financial Advisers” list (April 2019).
Produced annually by Ignites Research, on behalf of the Financial Times. Data as
of 6/30/2018. Forbes "Best-in-State Wealth Advisors" list (April 2023), Research
and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022.
Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party
rating or ranking lists. NM and its advisors do, however, pay marketing fees to
these organizations to promote the rating or ranking(s). Rankings and
recognitions are no guarantee of future investment success.


CONTACT US

330 E. Kilbourn Ave, Suite 1275
Milwaukee, WI 53202
Office (414) 203-6016
Email

TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS
FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK

Visit our CLIENT RELATIONSHIP SUMMARIES (Form CRS) which provide brief
information about our firms that provide brokerage services and advisory
services.

Securities and Mutual Fund orders can only be placed by phone or in person. We
will not process orders sent electronically, including but not limited to,
communications sent via the Internet, mobile and cellular technologies, and
electronic mail. Also, communications transmitted by you electronically
represents your consent to two-way communication by electronic means. If you
receive communications in error, please contact the sender and delete the
material from any electronic means on which it exists.

© 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720
East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Depending on the products and/or services being recommended or considered, refer
to the appropriate disclosure brochure for important information on the
Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these
brochures, contact your representative.

Dustin Ashley, Jerry J David, Matthew William Jablonski, Paul Dryden, Daniel S
Guhl, Andrew Harrison, Brandon Hofmann, Michael Ribar, Hope Serena Rosten, Paul
Schuelke, Jerrod Walton and Merek Williams use Prescient Financial Solutions as
a marketing name for doing business as representatives of Northwestern Mutual.
Prescient Financial Solutions is not a registered investment adviser,
broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is
the marketing name for The Northwestern Mutual Life Insurance Company,
Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance
with long-term care benefits) and its subsidiaries. Dustin Ashley, Jerry J
David, Matthew William Jablonski, Paul Dryden, Daniel S Guhl, Andrew Harrison,
Brandon Hofmann, Michael Ribar, Hope Serena Rosten, Paul Schuelke, Jerrod Walton
and Merek Williams provide investment advisory services as Advisors of
Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a
subsidiary of NM and federal savings bank. Dustin Ashley, Jerry J David, Matthew
William Jablonski, Daniel S Guhl and Michael Ribar are Agents of Northwestern
Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a
subsidiary of NM. Dustin Ashley, Jerry J David, Matthew William Jablonski, Paul
Dryden, Daniel S Guhl, Andrew Harrison, Brandon Hofmann, Michael Ribar, Hope
Serena Rosten, Paul Schuelke, Jerrod Walton and Merek Williams provide
investment brokerage services as Registered Representatives of Northwestern
Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered
investment adviser, broker-dealer and member FINRA (finra.org) and SIPC
(sipc.org). Dustin Ashley, Jerry J David, Matthew William Jablonski, Paul
Dryden, Daniel S Guhl, Andrew Harrison, Michael Ribar, Hope Serena Rosten, Paul
Schuelke and Merek Williams are Insurance Agents of NM.

Northwestern Mutual Private Client Group is a select group of Northwestern
Mutual advisors and representatives. Northwestern Mutual Private Client Group is
not a registered investment adviser, broker-dealer, insurance agency, federal
savings bank or other legal entity.

The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and financial advisors and representatives.
Financial advisors and representatives and their staff might not represent all
entities shown or provide all the products or services discussed on this
website. Not all products and services are available in all states. Not all
Northwestern Mutual representatives are advisors. Only those representatives
with "Advisor" in their title or who otherwise disclose their status as an
advisor of NMWMC are credentialed as NMWMC representatives to provide investment
advisory services.

Dustin Ashley, Matthew William Jablonski, Paul Dryden, Daniel S Guhl, Andrew
Harrison, Michael Ribar, Hope Serena Rosten, Paul Schuelke and Merek Williams
are primarily licensed in WI and may be licensed in other states. Jerry J David
is primarily licensed in FL and may be licensed in other states.

Dustin Ashley CA License: 4053771 NPN: 17829098
Jerry J David AR License: 2219809 CA License: 0F58193 NPN: 2219809
Matthew William Jablonski CA License: 0L49364 NPN: 8147127
Daniel S Guhl AR License: 16581082 CA License: 0K38806 NPN: 16581082
Michael Ribar CA License: 4084933 NPN: 18351721

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the
CFP® certification mark (with plaque design) logo in the United States, which it
authorizes use of by individuals who successfully complete CFP Board's initial
and ongoing certification requirements.

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Information

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