Matthew Cuplin is a CFP® professional with 18 years of industry experience. He is currently with OSAIC and has held prior roles at Commonwealth Financial Network, SII Investments Inc, Ameritas Investment Company, LLC, and Thrivent Investment Management. Outside his advisory role, he co-owns Midwest Financial Group, a private entity that provides tax services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of program options and third-party manager access.

Pamela Gabrish is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and five years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she works as a personal trainer and group exercise instructor at a local health club. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and delivers advisory services through a large network of advisors across numerous offices.

Michael Nofsinger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Primerica Financial Services since 2007. In addition to advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Terry Niedfeldt is a financial advisor with Thrivent Investment Management in Stoughton, WI, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. He has been with Thrivent since 2002 and also serves as an agent supporting clients with previously issued final expense policies through National Guardian Life Insurance Group. Niedfeldt is a partner and co-owner of an LLC that manages property used for Thrivent business purposes and leases space to non‑Thrivent tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm’s approach combines holistic, goal-based analyses and offers an optional integrated managed-account program, while maintaining separation between planning and discretionary portfolio management services.

Ryan Rosenow is a CFP® professional with 21 years of industry experience, currently advising at LPL Financial since 2022. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Ameriprise Financial Services. Outside of his advisory work, he is involved with CUNA Mutual Executive Benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Justin Fletchall is a financial advisor with RBC Capital Markets based in Madison, WI. He holds a Series 66 designation and has 20 years of industry experience. His work history includes roles at City National Bank since 2019 and RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Todd Fortune is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Madison, Wisconsin. He holds the Chartered Retirement Planning Counselor™ (CRPC®) designation as well as the Certified Investment Management Analyst® (CIMA®) designation. In his role, Todd employs a planning-based approach to assist clients in developing retirement and transition strategies tailored to their risk tolerance, time horizon, liquidity needs, overall investment goals, and associated costs. With a career in financial services dating back to 1996 and tenure at Merrill since 1999, Todd brings extensive experience across various client focus areas, including corporate executive services, divorce transition planning, education and employee benefits planning, family wealth management, socially responsible investing, sports and entertainment, tax minimization, and retirement income strategies. He earned a Bachelor's Degree in Economics from Ripon College and a Master's Degree in Finance, Investment and Banking from the University of Wisconsin-Madison. Todd and his wife, Trish, reside in McFarland with their two adult daughters and a son. They are actively involved in the community, supporting organizations such as the YMCA of Dane County, 100 Men of Dane County, the Juvenile Diabetes Research Foundation – Western Wisconsin Chapter, Leadership Greater Madison, and McFarland High School Athletics.

Abigail Grodecki is a Series 66 credentialed financial advisor with 13 years of industry experience, currently with Ameriprise in Madison, WI. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is a member of Arborview Partners LLC, a pass-through entity for business expenses. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice through a written Recommendation Report and ongoing annual updates.

William Canty is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Bank, NA since 2012. Outside of his advisory role, he serves as board member and treasurer for the McFarland Youth Baseball Association in McFarland, Wisconsin. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Kyle George is a CFP® professional with 12 years of industry experience, currently serving as an advisor at LPL Financial in Monona, WI. His prior roles include positions at Johnson Wealth Inc, Johnson Bank, and BMO Harris Financial Advisors. He is also involved with Lake Ridge Bank in a financial services capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment programs and platforms, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Mark Engle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at USAdvisors Wealth Management, Securities America Advisors, and Cetera Wealth Services. He is also involved with insurance-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by extensive resources and technology.

Blake Cullen is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at OSAIC Wealth and Bank of America/Merrill. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Gregory Gard is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Amazon and Primerica Financial Services. Outside of his advisory role, he works as an independent consultant in the flexible packaging market. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Andrew Litt is a CFP® with eight years of industry experience and is currently affiliated with Edward Jones in McFarland, WI. His career includes roles at Trek Bicycle Corporation, Baker Tilly Virchow Krause, LLP, and self-employment prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.

Joshua Grotheer is a financial advisor with Edward Jones in Madison, WI, holding the CFP® designation and Series 63 and 66 licenses. He has 18 years of industry experience, including prior roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a passive participant in a neighborhood group coordinating real estate rental and purchase activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated trust and lending services.

Brandon Masbruch is a financial advisor at Osaic Wealth Inc with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Midwest Financial Group, where he is also a co-owner. Masbruch serves as an elected trustee on the Village Board of Belmont, Wisconsin. Osaic Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services with an investment approach that relies on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Eric Iwanski is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked for firms including Commonwealth Financial Network and Midwest Financial Group. He also engages in fixed insurance sales as an agent. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment and planning programs supported by proprietary tools and third-party platforms.

Thomas Lynch is a financial advisor at RBC Capital Markets with 23 years of industry experience and holds a Series 66 designation. His prior experience includes roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group. Outside of his advisory work, he serves as treasurer for the Goodman Waves Swim Team and works as a shuttle bus driver at Hilton Madison Monona Terrace. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing comprehensive portfolio management and financial planning services.

Wolfgang Reichenberger is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2008, he has developed a client-centric approach grounded in “care and consideration,” focusing on clients’ personal and professional passions to build meaningful, multi-generational relationships. His work encompasses areas such as college education planning, legacy planning, personal retirement planning, portfolio management services, and retirement income. Wolfgang emphasizes educating clients and providing straightforward guidance, even when recommendations may be challenging. He strives to reassure clients during market volatility and personal difficulties while serving as a consistent resource to help them make informed decisions. Dedicated to simplifying financial responsibilities, he works to bring clarity regardless of wealth complexity and supports clients in understanding their financial position and possibilities through comprehensive strategies that include cash flow and liability management. He holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Wolfgang earned a bachelor’s degree from the University of Minnesota. Outside of work, he enjoys skiing, traveling, and spending time with his family.

Ryan Bell is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including NEXT Financial Group, Transamerica Financial Advisors, and Merrill Lynch Pierce Fenner Smith. Bell is also involved with the Rural Bible Crusade of Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with a platform that supports various strategic and tactical investment approaches.