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.

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 Series 66-licensed financial advisor with UBS Financial Services in Madison, WI, bringing three years of industry experience. Prior to joining UBS in 2021, he held roles at Park Bank, Minnesota Lakes Bank, and the University of Wisconsin–Madison. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

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.