Kyle Fallon is a financial advisor with Osaic, holding a Series 66 credential and six years of industry experience. He previously worked at Lincoln Financial Advisors for five years and has held roles at The Capital Group and Connolly, a division of Cotiviti. Fallon also provides insurance services, including disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services along with access to multiple advisory platforms. The firm employs a range of asset-allocation tools and third-party services to construct and manage portfolios that include a broad spectrum of investment types.

Michael Anderson is a financial advisor with Stifel in Madison, WI, holding Series 63 and Series 65 certifications and bringing 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously operated RML Anderson Group, LLC from 2013 to 2016. Outside of his financial career, Anderson serves as a Squadron Commander with the 153rd Composite Squadron Civil Air Patrol, the United States Air Force Auxiliary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing capital market analysis and asset allocation guidance to support client decision-making.

Ryan Russell is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2015. The firm serves more than four million individual and institutional clients, including high-net-worth households and corporate clients, managing approximately $1.01 trillion in assets. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Donkersgoed is a financial advisor with OSAIC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Woodbury Financial Services and First Allied Advisory Services. He is also president of Legacy Tax & Financial Services Inc., where he performs tax preparation, payroll processing, bookkeeping, and investment management for clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer discretionary and non-discretionary portfolio management across various investment types.

Lindsay Rogers is a financial advisor at Edward Jones in Madison, WI, with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Private Bank, U.S. Bank, and LPL Financial. Outside of her financial advisory role, Lindsay teaches yoga and practices Reiki in the Madison area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Christine Sperry is a financial advisor at LPL Financial with 22 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Charles Schwab and Union Bank & Trust. Sperry also serves as a trust officer at State Bank of Cross Plains. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Allison O'Connor is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. She has been with Ameriprise Financial Services since 2016. Outside of her advisory role, she manages a pass-through entity, Allison O'Connor LLC, related to business expenses for her Ameriprise activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and annual tax-aware retirement planning advice, with an investment approach that integrates proprietary research and third-party data.

Neal Lischka is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His work history includes roles at Metalcraft of Mayville, Robbins Manufacturing, PFS Investments Inc., and Primerica Financial Services. He is involved in the sales of investment-related products and also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

James Letcher is a financial advisor with LPL Financial based in Madison, WI. He holds a Series 66 designation and has 24 years of industry experience, including prior roles at Cuna Brokerage Services, Inc. and CUNA Mutual Group. 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 model portfolios and retirement plan consulting.

Brent Kimbel is a CFP® and ChFC® with 30 years of industry experience. He has been with Ameriprise since 2005, currently working at their Verona, WI office. Outside of his advisory role, he owns and operates self-storage businesses in the Madison and Fitchburg, WI areas. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Krueger is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has seven years of industry experience, with prior roles at CUNA Mutual Group, CUNA Brokerage Services, and Retirement Income Planning LLC. He is also associated with Summit Credit Union through LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kseniya Romanenko is a financial advisor with Merrill in Madison, WI, holding a Series 66 designation and bringing one year of industry experience. Her prior work includes roles at NewtonX and the University of California, Berkeley. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Eisner is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel O'Brien is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and affiliated services through a nationwide network of financial advisors.

Paul Tahtinen III is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of about 23,701 advisors, offering discretionary and non-discretionary investment solutions alongside affiliated mutual funds and tax-efficient services.

Tyler Mc Conville is a financial advisor at OSAIC Wealth, Inc. based in Madison, WI, with 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked at various firms including Facet Wealth and Ameriprise Financial. He serves as Director of Career Development for the Financial Planning Association of Wisconsin, focusing on supporting professionals in career transitions and advancing the financial planning profession. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers a range of integrated brokerage and investment advisory services featuring sophisticated portfolio construction tools and access to third-party money managers.

Scott Wallen is a financial advisor with Merrill in Madison, WI, holding a Series 66 designation and 10 years of industry experience. He has worked with Bank of America, N.A. and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Reiland is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2001, bringing over 30 years of business experience to his role. Nicholas began his career as a Certified Public Accountant with a "Big Eight" accounting firm before moving into executive positions as Chief Financial Officer and Chief Executive Officer for managed care organizations across multiple states. Nicholas holds a Bachelor's degree from the University of Notre Dame and has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA) designations. While he is a CPA by training, he does not provide tax or legal advice in his current role. His background in healthcare and executive leadership provides him with insights into the challenges faced by medical professionals, businesspeople, and families. Nicholas focuses on helping families develop strategies to meet goals such as education funding and legacy planning. He has coached youth sports teams and served on advisory boards for his Church. Nicholas resides in Madison with his wife, Kate, and their four children.

Douglass Belt is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including MassMutual Life Insurance Company and Securities America Advisors. Outside of his advisory role, he is an independent insurance agent through Atlas Wealth Advisers. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm delivers these through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

Jason Mascitti is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has been with Thrivent since 2015 and participates in several community organizations, including serving as Membership Vice President for the Boy Scouts of America and chairing the Scholarship Committee for the Italian Workmen's Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based planning without discretionary portfolio management for institutional clients.