Ryan Fountain is a Series 66-licensed financial advisor at OSAIC with two years of industry experience. His prior work history includes roles at OSAIC Wealth Inc, Leighton Financial Services, and various positions outside the financial sector, such as at the University of Wisconsin Platteville and Wisconsin Distributors. He is involved in multiple affiliated activities, including assisting financial advisors as a paraplanner and facilitating tax preparation services. OSAIC Wealth serves a diverse client base including retail and institutional investors, providing a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm offers various investment programs and supports both discretionary and advisor-managed strategies across a multi-advisor platform.

Jon Richards is a financial advisor with RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Madison, WI. He holds the Series 66 credential and has two years of industry experience. Prior to joining RBC Wealth Management in 2024, he worked at Maplelag Resort and AgCountry Farm Credit Services and has experience at the University of Wisconsin-Eau Claire and Rensselaer Polytechnic Institute. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Jim Solberg is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant and Financial Representative at Fidelity Investments, accumulating experience from 2021 to 2025. He began his career at Northwestern Mutual Insurance, where he was a Financial Advisor from 2019 to 2020 and a Financial Representative from 2018 to 2019. Throughout his career, Jim has focused on building lasting relationships with clients by understanding their individual goals, values, and concerns. He engages in a thoughtful discovery process to develop personalized financial plans tailored to each client's unique story and aspirations. Jim lives in Wisconsin with his wife and three sons, including twins. Outside of his professional life, he enjoys baseball, comedy, fitness, football, golf, and attending social events with friends.

Makennah Bowling is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including an associate position at Plato's Closet. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement consulting, and asset-management programs through a network of investment adviser representatives, utilizing both firm-offered and third-party advisory solutions.

Timothy Bressers is a Certified Financial Planner (CFP®) with 38 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Joseph Dwyer is a CFP® professional with 13 years of industry experience currently associated with LPL Financial. His career includes previous roles at Northwestern Mutual Wealth Management Company and Ameriprise. He also practices as an attorney outside the investment industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology tools and access to third-party asset managers.

Patrick Rohde is a financial advisor with Morgan Stanley in Middleton, WI, holding the Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and participates as an unpaid volunteer coach for Madison Youth Football. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

William Mowbray is a ChFC® credentialed financial advisor with 46 years of industry experience. He currently works at OSAIC and previously spent eight years with Securities America Advisors. Outside of his advisory role, he is involved with the Rotary Club of Madison West Middleton, where he serves as president-elect. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization tools and provides access to a variety of investment programs and third-party managers.

Kirk Hager is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2024. He previously worked at UBS Financial Services Inc. for 11 years. Outside of his advisory role, Hager serves as Treasurer for West Athletic Boosters, Inc. in Madison, WI. He is part of the DDK Group within Baird’s Private Wealth Management department, which offers a range of financial planning and portfolio management services to individual, corporate, pension, and charitable clients. The firm employs manager-traded and model-traded SMA strategies, tax-management, direct indexing, and ongoing manager monitoring supported by internal research and AI tools.

Laurel Rice is a financial advisor with Morgan Stanley in Middleton, WI, holding Series 63 and Series 65 licenses and with 40 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and serves a diverse client base with broad retail and institutional offerings.

Brandin Arndt is a financial advisor at Edward Jones in Verona, WI, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Infosec and the Crisis Prevention Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

M Neuendorf is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. M Neuendorf has provided wealth management advice and guidance to individuals and families in Wisconsin and beyond. Since 1977, she has helped clients navigate life's transitions and prepare for various financial challenges and opportunities. M Neuendorf begins each client relationship with in-depth conversations to understand their values, hopes, and fears. She utilizes her extensive knowledge acquired through real-world experience, education, and professional training to customize investment strategies that align with clients' interests, risk tolerance, investment timeline, and liquidity needs. She also collaborates closely with clients' CPAs, attorneys, and specialists from Bank of America to develop tax minimization and estate planning strategies. M Neuendorf holds a Bachelor's Degree from the University of Wisconsin System Madison and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). She is a member of the Madison Estate Council and participates in community activities such as involvement with Holy Wisdom Monastery.

David Ealy is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Alphasights and LabCorp Holdings. In addition to his role at Cetera, he is involved with LifeWise Wealth, providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Kyle Fallon is a financial advisor with OSAIC in Madison, WI, holding a Series 66 designation and six years of industry experience. He previously worked at Lincoln Financial Advisors, The Capital Group, and Connolly a Division of Cotiviti. Outside of advisory work, he acts as an insurance agent providing disability, annuities, long-term care, and traditional life insurance to clients. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and access to third-party money managers and alternative investments.

Michael Anderson is a financial advisor with Stifel in Madison, WI, holding Series 63 and Series 65 certifications and bringing 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously operated RML Anderson Group, LLC from 2013 to 2016. Outside of his financial career, Anderson serves as a Squadron Commander with the 153rd Composite Squadron Civil Air Patrol, the United States Air Force Auxiliary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing capital market analysis and asset allocation guidance to support client decision-making.

Benjamin Debenedictis is a financial advisor with LPL Financial in Madison, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at TruStage, OSAIC, Sagepoint Financial Inc, and AmeriFlex Financial Services. Outside of advising, he serves as a notary related to investment matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced advisor tools.

Charles Jaskowiak is a financial advisor with Ameriprise in Madison, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. He serves as president on the board of the Mount Olive Lutheran Church Foundation, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ryan Russell is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones for a total of 14 years, including a prior tenure from 2007 to 2010 and since 2015. He also worked at Allspring Funds Management, LLC from 2012 to 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Brandon Donkersgoed is a financial advisor at OSAIC with 14 years of industry experience and holds the Series 66 designation. His prior roles include positions at Woodbury Financial Services and First Allied Advisory Services. He is also the president of Legacy Tax & Financial Services Inc., where he manages tax preparation, payroll, bookkeeping, and investment management for clients. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of programs including financial planning, managed portfolios, and retirement consulting.

Lindsay Rogers is a financial advisor at Edward Jones in Madison, WI, with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Private Bank, U.S. Bank, and LPL Financial. Outside of her financial advisory role, Lindsay teaches yoga and practices Reiki in the Madison area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.