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®-designated financial advisor with 13 years of industry experience. He is currently with LPL Financial and has held prior roles at Northwestern Mutual and other firms. In addition to his advisory work, he is also licensed as an attorney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Patrick Rohde is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his professional duties, he volunteers as a coach for Madison Youth Football. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and utilizes a structured financial planning process supported by firm-approved tools and research.

William Mowbray is a ChFC® credentialed financial advisor at OSAIC with 46 years of industry experience. He previously worked at Securities America Advisors and Cetera Advisor Networks. Outside of his advisory work, he is a member and president-elect of the Rotary Club of Madison West Middleton and is involved in life insurance sales through Legacy Advisor Network. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services with a focus on asset allocation and portfolio construction using various investment vehicles. The firm supports multiple platforms and third-party solutions for managed accounts and model portfolios.

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 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 at Stifel with Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously spent over two decades at Buttonwood Partners, Inc., along with a three-year tenure at Rml Anderson Group LLC. Outside of his financial advisory role, Anderson serves as a Major and Squadron Commander in the 153rd Composite Squadron of the Civil Air Patrol, an auxiliary to the United States Air Force. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

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 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as president of the board of directors for the Mount Olive Lutheran Church Foundation, Inc. Ameriprise provides a retirement-income planning service focused on individuals with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.