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.

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 with LPL Financial based in Cottage Grove, WI, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. Her career includes roles at State Bank of Cross Plains, Charles Schwab, William Blair, and other financial institutions. She also serves as a trust officer at State Bank of Cross Plains. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 designations and two years of industry experience. Prior to joining Baird in 2024, Wessell worked at Johnson Bank from 2015 to 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, supported by ongoing manager selection, internal research, and a mix of SMA strategies.

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 at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools for operational and research support.

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 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is an owner-operator of self-storage rental businesses in the Madison, WI area. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Krueger is a financial advisor with LPL Financial in Waunakee, WI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at CUNA Mutual Group and CUNA Brokerage Services, Inc. Krueger is also associated with Summit Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 across discretionary and non-discretionary accounts.