Teodor Trandafir is a financial advisor at LPL Financial with 19 years of industry experience and holds the Series 66 designation. His work history includes roles at Partners Federal Credit Union and the University of Wisconsin-CU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven approaches across discretionary and non-discretionary management strategies.

Alexander Bruckel is a financial advisor at LPL Financial in Madison, WI, holding a Series 66 designation with four years of industry experience. He has worked at LPL Financial since 2019 and is also affiliated with UW Credit Union, where he has been involved since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources.

Stephanie Bissell is a financial advisor with LPL Financial based in Madison, WI. She holds a Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2019, she worked at the University of Wisconsin Credit Union and Kearney Tax. In addition to her advisory role, she prepares taxes and performs other secretarial duties at Kearney Tax and Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Timothy Schiefelbein is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with LPL Financial in Madison, WI. He has held roles at several firms, including Securities America Advisors, Cetera Advisor Networks, and Baer Insurance Services. Since 2018, he has also been involved with the University of Wisconsin-Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, employing various portfolio management strategies supported by research from in-house and third-party sources.

Justin Novara is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Madison, WI. He has been with LPL Financial and the University of Wisconsin Credit Union since 2014, working in roles related to investment sales and wealth management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management approaches.