Ryan Russell is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2015. The firm serves more than four million individual and institutional clients, including high-net-worth households and corporate clients, managing approximately $1.01 trillion in assets. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Donkersgoed is a financial advisor with OSAIC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Woodbury Financial Services and First Allied Advisory Services. He is also president of Legacy Tax & Financial Services Inc., where he performs tax preparation, payroll processing, bookkeeping, and investment management for clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer discretionary and non-discretionary portfolio management across various investment types.

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.

Christine Sperry is a financial advisor at LPL Financial with 22 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Charles Schwab and Union Bank & Trust. Sperry also serves as a trust officer at State Bank of Cross Plains. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Kseniya Romanenko is a financial advisor with Merrill in Madison, WI, holding a Series 66 designation and bringing one year of industry experience. Her prior work includes roles at NewtonX and the University of California, Berkeley. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Barth is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Barth serves on the Board of Trustees at Augustana University, is a board member at Edgewood High School, and works as a consultant focused on leadership development and team building. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various financial topics without discretionary trading authority and integrates planning with managed accounts through its consolidated WealthPlan service.

Nathan Eisner is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Connor Luoma is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Kwik Trip and Niels Construction. He is also the owner of Luoma's Drone Ventures LLC, a business unrelated to financial services. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a broad network of Investment Adviser Representatives and third-party program sponsors.