Get to know our Member Benefits financial advising team, and learn more about their backgrounds, experience, and compensation.
Anna Edelstein
EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Anna Edelstein, CFP®, CRPC®, APMA®, CLTC® was born in 1990 and graduated from UW‑Madison in 2013 with her Bachelor of Science degree in Personal Finance, Hebrew & Semitic Studies with a certificate in Jewish Studies. During college, she interned at Ameriprise Financial and upon graduation, continued working there as a Planning Specialist. From 2016–2017, Anna was a Personal Financial Counselor for Zeiders Enterprises, helping Wisconsin Navy reservists with their financial needs. In 2017, Anna moved to Wells Fargo Advisors, helping clients manage their assets and save for their goals as a Financial Relationship Advisor.
Anna began her career with WEA Financial Advisors, Inc., in October 2020 as a Financial Planning Specialist. She was promoted to Financial Planner in May 2023 and has served as the Financial Planning Supervisor since July 2024.
Anna has her Securities Industry Essentials, Series 7 and 66 licenses, and is licensed with the State of Wisconsin for Life Insurance.
Certified Financial PlannerTM (CFP®)
Qualifications as a CFP® through the Certified Financial Planner Board of Standards, Inc. (CFP Board) requires:
- Completion of an approved education program.
- Passing a rigorous exam.
- Meeting stringent experience requirements.
Designees renew their designation every two years by completing 30 hours of continuing education, reaffirming adherence to Ethics Standards, and complying with self-disclosure requirements.
Certification for Long-Term Care (CLTC®)
Qualifications as a CLTC® through the Certitrek Group requires:
- Two-day Master Class where students gain core competencies in long-term care services, Medicare, Medicaid, veterans’ benefits, self-funding, long-term care insurance, and many other importance concepts.
- Successful completion of the course exam.
Designees renew their designation every year by completing the CLTC renewal course or state mandated long-term care training every two years.
Chartered Retirement Planning CounselorSM (CRPC®), and Accredited Portfolio Management AdvisorSM (APMA®)
Qualifications as a CRPC® and APMA® member through the College for Financial Planning requires:
- Course study completion encompassing pre-and post-retirement needs, asset management, estate planning, and the entire retirement planning process using models and techniques from real client situations.
- Successful completion of course exam.
- Agreement to adhere to Standards of Professional Conduct.
Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements.
DISCIPLINARY INFORMATION
None.
OTHER BUSINESS ACTIVITIES
Anna is a Registered Investment Advisor Agent of WEA Financial Advisors, Inc. and a Registered Representative of WEA Investment Services, Inc., member FINRA.
ADDITIONAL COMPENSATION
Anna does not receive any bonus that is based, all or in part, on the number or amount of sales, client referrals, or new accounts. Also, she does not receive any economic benefit from anyone who is not a client for providing advisory services.
SUPERVISION
Anna reports to Boyd Bender, Vice President of Retirement and Investment Services and Chief Compliance Officer. Boyd can be reached at 608-709-4602. Anna’s activities are also monitored by WEA Financial Advisors, Inc.’s compliance personnel and supervisory structure. In addition, WEA Financial Advisors, Inc.’s Investment Committee monitors the investment choices offered in our member accounts.
Andrea (Andie) Hartwig
EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Andrea L. Hartwig (Andie) CRPC®, CLTC® graduated from UW-Madison in 1997 with her Bachelor of the Arts degree. Upon graduation, she began working in the banking industry as a call center coordinator for approximately 25 different bank charters. When her position was eliminated, she began working for a tax and financial planning office in Madison. She remained with the firm for 13 years and helped nearly 450 clients with tax and investment planning.
She began her career with WEA Financial Advisors, Inc. in August 2015 as a Retirement and Investment Services Specialist, moving to her current role as a Financial Planner in 2017.
Andrea has her Series 6, 7, 63, and 65 licenses and is licensed with the State of Wisconsin and Florida for Life Insurance.
Chartered Retirement Planning Counselor (CRPC®)
Qualifications as a CRPC® member through the College for Financial Planning requires:
- Course study completion encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.
- Successful completion of course exam.
- Agreement to adhere to Standards of Professional Conduct.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
DISCIPLINARY INFORMATION
None.
OTHER BUSINESS ACTIVITIES
Andrea is a Registered Investment Advisor Agent of WEA Financial Advisors, Inc. and a Registered Representative of WEA Investment Services, Inc., member FINRA.
ADDITIONAL COMPENSATION
Andrea does not receive any bonus that is based, all or in part, on the number or amount of sales, client referrals, or new accounts. Also, she does not receive any economic benefit from anyone who is not a client for providing advisory services.
SUPERVISION
Andrea reports to Anna Edelstein, Financial Planning Supervisor. Anna can be reached at 608-709-4589. Andrea’s activities are also monitored by WEA Financial Advisors, Inc.’s compliance personnel and supervisory structure. In addition, WEA Financial Advisors, Inc.’s Investment Committee monitors the investment choices offered in our member accounts.
Clancy Cramer
EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Clancy Cramer CFP® was born in 1984, and he graduated from Colorado State University in 2022 with his Bachelor of Science degree in Finance with an emphasis in Personal Finance. He began his career in the financial planning industry during the emergence of Covid-19 in 2020 as a Travel Insurance Sale Professional at AIG in Stevens Point, Wisconsin. Once traveling halted, he was recruited to be a paraplanner for Silvertree in Stevens Point. He got promoted to an Investment Advisor Representative and Business Development Manager at Silvertree in 2021, where he helped clients manage their assets and annuities that were under management. In 2023, Clancy became a Financial Advisor with Voyage Financial Advisors in Stevens Point where he managed significant portfolios and developed personalized financial strategies. He left Voyage Financial Advisors in 2024 for new opportunities in Madison, Wisconsin. Prior to his career in financial planning, Clancy held multiple positions in the coffee industry as a consultant, business partner and educator.
Clancy began his career with WEA Financial Advisors, Inc. in August 2024 as a Financial Planner.
Clancy has his Series 7, 63, and 65 licenses and is licensed with the State of Wisconsin for Life Insurance.
Certified Financial PlannerTM (CFP®)
Qualifications as a CFP® through the Certified Financial Planner Board of Standards, Inc. (CFP Board) requires:
- Completion of an approved education program.
- Passing a rigorous exam.
- Meeting stringent experience requirements.
Designees renew their designation every two years by completing 30 hours of continuing education, reaffirming adherence to Ethics Standards, and complying with self-disclosure requirements.
DISCIPLINARY INFORMATION
None.
OTHER BUSINESS ACTIVITIES
Clancy is a Registered Investment Advisor Agent of WEA Financial Advisors, Inc., and a Registered Representative of WEA Investment Services, Inc., member FINRA.
ADDITIONAL COMPENSATION
Clancy does not receive any bonus that is based, all or in part, on the number or amount of sales, client referrals, or new accounts. Also, he does not receive any economic benefit from anyone who is not a client for providing advisory services.
SUPERVISION
Clancy reports to Anna Edelstein, Financial Planning Supervisor. Anna can be reached at (608) 709-4589. Clancy’s activities are also monitored by WEA Financial Advisors, Inc.’s compliance personnel and supervisory structure. In addition, WEA Financial Advisors, Inc.’s Investment Committee monitors the investment choices offered in our member accounts.
Nadia Brown
EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Nadia Brown was born in 2002 and graduated from UW–Madison in 2024 with her Bachelor of Science degree in Personal Finance and a certificate in Entrepreneurship. During college, she interned at WEA Member Benefits as a Financial Planning Intern, where she helped create pension estimates and financial plans using eMoney. She also holds an eMoney certificate, demonstrating her proficiency in the platform. She also interned at Siding Unlimited/Outdoor Living Unlimited as a Sales Specialist, where she assisted with the sales and construction process for customers’ home improvement projects. Upon graduation, Nadia joined WEA Member Benefits full-time as a Financial Planning Specialist.
She has her Securities Industry Essentials, Series 7, and Series 66 exams, and is licensed in the state of Wisconsin for Life insurance.
DISCIPLINARY INFORMATION
None.
OTHER BUSINESS ACTIVITIES
Nadia is a Registered Investment Advisor Agent of WEA Financial Advisors, Inc. and a Registered Representative of WEA Investment Services, Inc., member FINRA.
ADDITIONAL COMPENSATION
Nadia does not receive any bonus that is based, all or in part, on the number or amount of sales, client referrals, or new accounts. Also, she does not receive any economic benefit from anyone who is not a client for providing advisory services.
SUPERVISION
Nadia reports to Anna Edelstein, Financial Planning Supervisor. Anna can be reached at 608-709-4589. Nadia’s activities are also monitored by WEA Financial Advisors, Inc.’s compliance personnel and supervisory structure. In addition, WEA Financial Advisors, Inc.’s Investment Committee monitors the investment choices offered in our member accounts.
Information current as of September 9, 2025. For up-to-date information and to research the background and experience of financial brokers, advisers, and firms, visit BrokerCheck by FINRA.
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