Brandin Arndt is a financial advisor with Edward Jones in Verona, WI, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Infosec, Crisis Prevention Institute, and Advicent Solutions. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a comprehensive 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 a large nationwide network of financial advisors and branch offices.

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 the Series 66 designation and has previously worked at LabCorp Holdings for several years. He is also affiliated with LifeWise Wealth, where he provides financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform, supporting a range of discretionary and non-discretionary account structures.

Kyle Fallon is a financial advisor with Osaic, holding a Series 66 credential and six years of industry experience. He previously worked at Lincoln Financial Advisors for five years and has held roles at The Capital Group and Connolly, a division of Cotiviti. Fallon also provides insurance services, including disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services along with access to multiple advisory platforms. The firm employs a range of asset-allocation tools and third-party services to construct and manage portfolios that include a broad spectrum of investment types.

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 at LPL Financial in Madison, WI, holding a Series 66 credential with two years of industry experience. His prior roles include positions at TruStage, OSAIC, Sagepoint Financial Inc, and AmeriFlex Financial Services. He is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives, offering a broad range of advisory programs and financial planning services.

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.

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.

Bill Tearse is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2018, initially joining as a Financial Consultant. Prior to his tenure at Fidelity, Bill held various roles at Ameriprise Financial from 2013 to 2017, including Retirement Income Specialist, Client Relationship Manager, and Client Service Coordinator. Bill's approach to wealth planning emphasizes understanding each client's unique financial goals and circumstances. He prioritizes honesty, authenticity, hard work, and personal dedication in his commitment to clients. His method involves listening carefully and collaborating closely with clients to develop tailored financial plans that align with their objectives and preferences. He holds a California Insurance License. Outside of his professional responsibilities, Bill enjoys boating, fitness, golf, hiking, spending time with pets, and traveling.

Thomas Haunty is a CFP® and ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Cetera and has held long-term roles at Minnesota Life Insurance Company, Securian Financial Services, Inc., and C.R.I. Securities, Inc. Haunty serves on the boards of several nonprofit organizations, including Alex Haunty's Theater and Arts Fund and Inspiring Hope Ministries Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Brook Brindley is a financial advisor with Robert W. Baird & Co. in Waunakee, Wisconsin, holding a Series 63 designation and 24 years of industry experience. He has been with Robert W. Baird since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals, employing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Mac Kenzie Wessell is a financial advisor at Robert Baird & Co. with Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Baird in 2024, Wessell worked at Johnson Bank from 2015 to 2023 and spent a year as an unemployed homemaker in 2023. The DDK Group is a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, employing both manager-traded and model-traded strategies supported by internal research and technology.

Allison O'Connor is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. She has been with Ameriprise Financial Services since 2016. Outside of her advisory role, she manages a pass-through entity, Allison O'Connor LLC, related to business expenses for her Ameriprise activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and annual tax-aware retirement planning advice, with an investment approach that integrates proprietary research and third-party data.

Mark Rufenacht is a financial advisor with Ameriprise in Verona, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Neal Lischka is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His work history includes roles at Metalcraft of Mayville, Robbins Manufacturing, PFS Investments Inc., and Primerica Financial Services. He is involved in the sales of investment-related products and also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kelley Kochendorfer is a financial advisor with Robert W. Baird & Co. in Wisconsin Dells, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, Kelley worked at TeachTown and Knewton, and also spent four years at Blueprint Health Studios 30A. Kelley is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

James Letcher is a financial advisor with LPL Financial based in Madison, WI. He holds a Series 66 designation and has 24 years of industry experience, including prior roles at Cuna Brokerage Services, Inc. and CUNA Mutual Group. 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 offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting.

Alesa Gause is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Ameriprise, she worked at Smith Leonard PLLC and Holthouse Carlin & Van Trigt LLP, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Brent Kimbel is a CFP® and ChFC® with 30 years of industry experience. He has been with Ameriprise since 2005, currently working at their Verona, WI office. Outside of his advisory role, he owns and operates self-storage businesses in the Madison and Fitchburg, WI areas. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Krueger is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has seven years of industry experience, with prior roles at CUNA Mutual Group, CUNA Brokerage Services, and Retirement Income Planning LLC. He is also associated with Summit Credit Union through LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.