Kyle George is a CFP® professional affiliated with LPL Financial, with 12 years of industry experience. He has worked at LPL Financial, Johnson Bank, and BMO Harris Financial Advisors, among other firms. He is also involved with Lake Ridge Bank. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Mark Engle is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2020, following prior roles at USAdvisors Wealth Management and Securities America Advisors. Engle is also active as an insurance agent producer for Banner Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning in its investment approach.

Blake Cullen is a financial advisor with Wells Fargo Clearing in Madison, WI, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at OSAIC Wealth, Bank of America, Merrill, and Fidelity Brokerage Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and an IPS-driven advisory process. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Derek Leighton is a financial advisor with OSAIC, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Woodbury Financial Services, IHT Wealth Management, and LPL Financial. Outside of his primary advisory work, Leighton is involved with several insurance agencies and facilitates tax preparation services for clients through collaboration with Full Spectrum Solutions. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and offers access to multiple investment platforms, including third-party managed accounts and wrap programs.

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.

Joshua Grotheer is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Grotheer participates in a local group coordinating neighborhood real estate activities as a passive member. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Jalowitz is a financial advisor at Edward Jones in Columbus, WI, holding a Series 66 designation. He has 19 years of industry experience, including 18 years at OneMain Financial before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

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 with LPL Financial in Madison, WI, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at NEXT Financial Group, Transamerica Financial Advisors, Merrill Lynch, and Bank of America. Bell is also involved with the Rural Bible Crusade of Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Andrew Seaborg is a financial advisor with OSAIC in Madison, WI, holding a Series 63 designation and 28 years of industry experience. He worked at Lincoln Financial Advisors for 27 years before joining OSAIC in 2025. Outside of advising, he serves as an adjunct professor at the University of Wisconsin Law School and as the Honorary Consul of Japan in Madison, Wisconsin. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Michael Millage is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he participates in the Village of Cottage Grove Community Development Board, attending monthly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Garrett Jones is a financial advisor at RBC Capital Markets in Madison, WI, holding a Series 66 designation with 10 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension 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.

Allison Pohlman is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2020, following five years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary portfolio management. The firm offers tailored investment strategies utilizing both in-house and third-party managers, supported by integrated capital markets and lending services.

Avery Carpenter is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at UW Credit Union and LPL Financial since 2023. Outside of his advisory work, he is the lead vegan baker and menu developer at Firefly Coffeehouse. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Thomas Meyer is a financial advisor with Edward Jones in Waunakee, WI, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after roles at Brand Elevation Partners LLC, Dealer Monitor, Inc., and Media Score, Inc. Meyer is a co-founder and passive shareholder of Dealer Monitor, Inc., an internet lead monitoring service, and also holds a minority passive investment in Media Score, Inc. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,000 financial advisors.

Jessica Beinlich is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2006. Outside of her advisory role, she serves as a committee member for the Girl Scouts of Wisconsin Badgerland Council, providing guidance on financial planning and investment policies. RBC Wealth Management, a division of RBC Capital Markets, offers a broad range of advisory programs and services to individual investors, institutions, and charitable organizations. The firm customizes investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers while providing a variety of portfolio management options.

Jody Brown is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and possessing 26 years of industry experience. Prior to joining LPL Financial in 2022, Brown spent over two decades at Cuna Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Carolyn Toenges is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she held roles at Generations Title Company and Brew City Pizza. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Carina Alt is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been affiliated with LPL Financial since 2011 and has also worked with the University of Wisconsin-CU since 2012. 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 advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management approaches supported by research and technology.