Lauren O'Brien is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Ameriprise Financial Services, Inc. from 2012 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Bryan Althouse is a financial advisor at Ameriprise in Madison, WI, with 10 years of industry experience and a Series 66 designation. He has been with Ameriprise and its related entities since 2016. Outside of his advisory role, he serves on the Board of Directors for the Dane County Humane Society. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Michelle Zebrowski is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Morgan Stanley, Target, Northwestern Mutual, the University of Wisconsin - Madison, O'Connell Pharmacy, and UW Credit Union. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

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.

Joseph Goldfine is a financial advisor with Robert W. Baird & Co. in Janesville, WI. He holds a Series 66 designation and has three years of industry experience. Prior to joining Baird in 2023, he was involved with SP3 LLC dba Peqoud Distribution and Octopi Brewing Company. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

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.

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.

Joseph Weiss is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients. The firm’s financial planning process involves structured discovery conversations and approved planning tools, delivering tailored plans while generally acting in an advisory capacity.

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.

Ryan Tessmer is a financial advisor with UBS Financial Services in Madison, WI. He holds a Series 66 designation and has 16 years of industry experience, all with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Thomas Carroll is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co., Inc. since 2008. He works within The DDK Group, a team in Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of traditional and non-traditional investment strategies along with discretionary and non-discretionary management options.

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.

Alina Andrecan is a Branch Leader at Fidelity Investments, a role she has held since 2024. She started her career in the financial services industry in 2013, focusing on supporting individuals in pursuing their financial goals. Prior to her current position, Alina served as an Investment Solutions Team Leader at Fidelity Investments from 2021 to 2024 and as a Market Leader at Merrill Edge from 2019 to 2021. Throughout her career, Alina has worked with teams dedicated to supporting financial well-being, utilizing Fidelity's comprehensive resources to serve client needs effectively. Her experience spans leadership roles and client-focused financial services. Outside of her professional responsibilities, Alina enjoys hiking, spending time with her pets, reading, running, and traveling.

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.

Michael Anderson is a financial advisor at Edward Jones in Mount Horeb, WI, holding the Series 63 designation with 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide 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.