Ryan Rosenow is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with LPL Financial and has prior experience at CUNA Brokerage Services, CUNA Mutual Group, and Ameriprise Financial Services. Additionally, Rosenow is involved with CUNA Mutual Executive Benefits, dedicating part of his time to this activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

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 financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated firm since 2012. Outside of her advisory role, she is a member of Arborview Partners LLC, a pass-through entity for business expenses. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Joseph Weiss is a financial advisor with Morgan Stanley in Middleton, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley since 2010, including his current role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

William Canty is a Series 66-licensed financial advisor with Wells Fargo Clearing in Madison, WI, where he has worked since 2021. He has a total of four years of industry experience and has also been associated with Wells Fargo Bank, NA since 2012. Canty serves as a board member and treasurer for the McFarland Youth Baseball Association, managing financial activities for the organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Katie Christianson is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, she was employed at Beckett Tax and Accounting, LLC, and Magna Publications. 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 and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

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.

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 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.

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.

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.

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 Wealth Inc. with 10 years of industry experience and holds a Series 66 credential. His prior experience includes roles at Commonwealth Financial Network, Midwest Financial Group, Harbour Investments, Beacon Wealth Management, Woodbury Financial Services, and SII Investments. He is also involved in fixed insurance sales as an agent. Osaic Wealth Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset allocation and portfolio management tools across discretionary and non-discretionary accounts.

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.