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.

Andrew Litt is a CFP® professional affiliated with Edward Jones, with seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience at Trek Bicycle Corporation, Litt, LLC, Baker Tilly Virchow Krause, LLP, and as a self-employed advisor. 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 with a broad offering that includes discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and proxy voting for client portfolios.

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.

Brandon Masbruch is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has 12 years of industry experience. He co-owns Midwest Financial Group, which provides advisory, securities, insurance, and tax services. Masbruch also serves as an elected Trustee for the Village Board of Belmont, Wisconsin. Osaic Wealth, Inc. serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage, investment advisory, financial planning, and managed account services, using tools such as asset-allocation models, risk tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Eric Iwanski is a financial advisor at Osaic with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Commonwealth Financial Network, Midwest Financial Group, and several other firms. Outside of advisory work, he is involved in fixed insurance sales as an agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage a wide range of investment portfolios.

Jared Kleinbrook is a financial advisor with Ameriprise in Oregon, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with advisors like Kleinbrook.

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.

Jack Kraay is a financial advisor at UBS Financial Services in Madison, WI, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles at the University of Wisconsin–Madison and positions at Park Bank and Minnesota Lakes Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances.

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.

William D. Mills is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Mills serves on the board of directors for the Bradley-Sigma Phi Preservation Fund, a foundation focused on preserving a fraternity house in Madison, WI. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and capital market insights to tailor investment strategies.

David Launder is a CFP® with 34 years of industry experience currently affiliated with Osaic Wealth, Inc. He has held positions at multiple firms including Woodbury Financial Services, Inc., Baker & Launder Financial Services LLC, and Baker & Launder S.C. Since 2020, he has also owned DL Financial Services, LLC, which provides tax preparation and accounting services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes asset-allocation tools and automated rebalancing to construct client 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.

Brian Vetrovec is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with high net worth clients to develop comprehensive financial planning strategies that align with their lifestyle and legacy goals. His approach emphasizes integrity, passion, and trust to address the priorities and unique needs of his clients. Brian has extensive experience at Fidelity Investments, with roles including Regional Planning Consultant (2019-2020), Financial Consultant (2013-2019), and several positions dating back to 2007. He holds an AR Insurance License. Outside of his professional work, Brian enjoys comedy, fishing, music, and traveling.

Brett Bauch is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding a Series 66 designation and 25 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2012. Outside of his advisory role, Bauch serves as treasurer and board member of Gigi's Playhouse Madison, a nonprofit Down syndrome achievement center. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

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.

Christopher Erfurth is a financial advisor with Edward Jones based in Oregon, Wisconsin. He holds a Series 66 designation and has 15 years of industry experience, including 16 years at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Donovan Pfaff is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 1998. Outside of his advisory role, he is a silent owner of a company called www.mygiftlist.com. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars.