Justin Kelly is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Madison, WI. He has recent experience with Thrivent Financial and its investment management division, and previously worked at Princeton Club West and Kelly Home Improvement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses and planning without discretionary trading authority. Their approach includes a consolidated billing option combining planning and managed-account services, with ongoing reviews typically conducted annually.

Olusegun Osayemi is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. His background also includes roles outside finance, such as involvement with Brew Fitness and several community organizations in Milwaukee. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Paul Blaney is a financial advisor with Charles Schwab in Middleton, WI. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at Scottrade Securities and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Steven Kessenich is a financial advisor at OSAIC with 52 years of industry experience. He has worked at Woodbury Financial Services for 18 years and has been the owner of Kessenich & Co., Inc. since 1971, where he also sells life, disability, and long-term care insurance. OSAIC serves a diverse group of clients, including individual investors, pension plans, corporations, and charitable organizations, offering brokerage, advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers.

Kristi Berg is a financial advisor with Ameriprise in Deerfield, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Bank. Berg is also the owner of Kberg Operations LLC, which manages her Ameriprise business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized consulting team to support clients’ retirement planning needs.

Matthew Cuplin is a CFP® professional with 18 years of industry experience. He is currently with Osaic Wealth and has previously worked at Commonwealth Financial Network and SII Investments Inc. Cuplin is a co-owner of Midwest Financial Group, a private entity that provides tax services in addition to securities and advisory business. Osaic Wealth serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs various asset-allocation tools and third-party solutions to construct and manage client portfolios.

Lauren O'Brien is a financial advisor with Edward Jones in Waunakee, WI, holding CFP®, Series 65, and Series 63 designations. She has 12 years of industry experience, including five years with Ameriprise Financial Services prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Bryan Althouse is a Series 66-licensed financial advisor with Ameriprise in Madison, WI, and has nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he serves on the Board of Directors for the Dane County Humane Society. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations.

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.

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.

Vachelle Fleming is a Series 66 licensed financial advisor with Thrivent Investment Management in Sun Prairie, Wisconsin. She has five years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Prior to her financial services career, she worked at Living Water Church and O'Connell Pharmacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementing those recommendations. The firm delivers holistic, goal-based analyses and enables clients to combine planning with managed-account programs under a consolidated billing option.

Terry Niedfeldt is a financial advisor with Thrivent Investment Management in Stoughton, WI, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. He has been with Thrivent since 2002 and also serves as an agent supporting clients with previously issued final expense policies through National Guardian Life Insurance Group. Niedfeldt is a partner and co-owner of an LLC that manages property used for Thrivent business purposes and leases space to non‑Thrivent tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm’s approach combines holistic, goal-based analyses and offers an optional integrated managed-account program, while maintaining separation between planning and discretionary portfolio management services.

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.