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.

David Ohlrogge is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He has held positions at Thrivent Financial since 2014 and at Thrivent Investment Management since 2013 and holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning relationships. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option while keeping the two services separate.

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®-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 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.

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.

Michael Anderson is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

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.