Kyle Fallon is a financial advisor with OSAIC in Madison, WI, holding a Series 66 designation and six years of industry experience. He previously worked at Lincoln Financial Advisors, The Capital Group, and Connolly a Division of Cotiviti. Outside of advisory work, he acts as an insurance agent providing disability, annuities, long-term care, and traditional life insurance to clients. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and access to third-party money managers and alternative investments.

Benjamin Debenedictis is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at TruStage, OSAIC, Sagepoint Financial Inc, and AmeriFlex Financial Services. Outside of advising, he serves as a notary related to investment matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced advisor tools.

Charles Jaskowiak is a financial advisor with Ameriprise in Madison, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. He serves as president on the board of the Mount Olive Lutheran Church Foundation, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Bill Tearse is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2018, initially joining as a Financial Consultant. Prior to his tenure at Fidelity, Bill held various roles at Ameriprise Financial from 2013 to 2017, including Retirement Income Specialist, Client Relationship Manager, and Client Service Coordinator. Bill's approach to wealth planning emphasizes understanding each client's unique financial goals and circumstances. He prioritizes honesty, authenticity, hard work, and personal dedication in his commitment to clients. His method involves listening carefully and collaborating closely with clients to develop tailored financial plans that align with their objectives and preferences. He holds a California Insurance License. Outside of his professional responsibilities, Bill enjoys boating, fitness, golf, hiking, spending time with pets, and traveling.

Brook Brindley is a financial advisor with Robert W. Baird & Co. in Waunakee, Wisconsin, holding a Series 63 designation and 24 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals, employing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Mac Kenzie Wessell is a financial advisor at Robert Baird & Co. with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Baird in 2024, Wessell worked at Johnson Bank from 2015 to 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, supported by ongoing manager selection, internal research, and a mix of SMA strategies.

Mark Rufenacht is a financial advisor with Ameriprise in Verona, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kelley Kochendorfer is a financial advisor with Robert W. Baird & Co. in Wisconsin Dells, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, Kelley worked at TeachTown and Knewton, and also spent four years at Blueprint Health Studios 30A. Kelley is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

James Letcher is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools for operational and research support.

Alesa Gause is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Ameriprise, she worked at Smith Leonard PLLC and Holthouse Carlin & Van Trigt LLP, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Scott Barth is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Barth serves on the Board of Trustees at Augustana University, is a board member at Edgewood High School, and works as a consultant focused on leadership development and team building. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various financial topics without discretionary trading authority and integrates planning with managed accounts through its consolidated WealthPlan service.

Connor Luoma is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Kwik Trip and Niels Construction. He is also the owner of Luoma's Drone Ventures LLC, a business unrelated to financial services. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a broad network of Investment Adviser Representatives and third-party program sponsors.

Carlyn Hensen is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010, with prior experience at UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

June Brown is a financial advisor with Robert W. Baird & Co. in Middleton, WI, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with Robert W. Baird since 2007. Brown serves as an active board member of Gilda's Club Madison, participating in decisions related to fundraising, capital spending, programming, and community marketing. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Paul Vosburgh is a Certified Financial Planner (CFP®) with 33 years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2003. Based in Madison, WI, Vosburgh holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management to offer a broad range of capital markets services and proprietary research.

Cory Wright is a financial advisor at Ameriprise in Madison, WI, holding a Series 66 designation with 14 years of industry experience. His prior work includes roles at U.S. Bancorp Investments, US Bank, and previous stints with Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Sean Bayer is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including CUNA Brokerage Service, Inc. and Cuna Mutual Group. His work history also includes roles at Adventure Credit Union and Madison Ice Arena. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its network of over 22,800 advisors with research and operational tools.

Tyler Mc Conville is a financial advisor at OSAIC with 10 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 66 and Series 63 licenses. His prior experience includes roles at firms such as Facet Wealth, Ameriprise Financial, and Northwestern Mutual. He serves as the Director of Career Development for the Financial Planning Association of Wisconsin, focusing on career support initiatives for financial planning professionals. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools across multiple platforms and affiliated entities.

Karen Kwiatkowski is a CFP® professional with 44 years of industry experience. She has worked with LPL Financial since 2021 and previously spent nearly four decades at Waddell & Reed, INC., including extensive experience with insurance carriers. Outside of her advisory role, she has been involved in tax preparation and accounting services since 1982. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to multiple portfolio management options through a large network of investment adviser representatives.

Gregory Smyth is a financial advisor with LPL Financial in Madison, WI, holding Series 63, 65, and 66 licenses, and has 29 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services Inc., Cetera Investment Services LLC, and Amcore Investment Services, Inc. Outside of his advisory work, he is involved with CUNA Mutual Executive Benefits in a capacity related to non-variable insurance. 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 managers, supported by a large network of investment adviser representatives.