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.

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 at Merrill with a Series 66 designation and began her career in the industry in 2024. Prior to joining Merrill, her work experience includes roles outside the financial sector, such as positions at Johnny Delmonico's and the University of California, Berkeley. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Benjamin Burke is a financial advisor at Merrill based in Madison, WI, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Bank of America, The Outreach Team, and the St. Louis Cardinals. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

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. He joined Equitable Advisors in 2025 and has prior work experience in construction, retail, and entrepreneurship, including owning Luoma's Drone Ventures LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Carlyn Hensen is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various capacities since 2010. Outside of her advisory role, she owns a rental property in Prairie du Sac, Wisconsin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including personalized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Daniel O'Brien is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and affiliated services through a nationwide network of financial advisors.

June Brown is a financial advisor with Robert W. Baird & Co. in Middleton, WI, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with Robert W. Baird since 2007. Brown serves as an active board member of Gilda's Club Madison, participating in decisions related to fundraising, capital spending, programming, and community marketing. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Paul Vosburgh is a Certified Financial Planner (CFP®) with 33 years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2003. Based in Madison, WI, Vosburgh holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management to offer a broad range of capital markets services and proprietary research.

Jennifer Tryzna is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Ameriprise Financial Services, AERIE Preferred Financial Group, and Moving Forward. Outside of advising, she works part-time in customer service at Blains Farm and Fleet in Madison, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Cory Wright is a financial advisor with Ameriprise in Fitchburg, WI, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2018, with prior experience at U.S. Bancorp Investments. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports on income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and uses algorithmic automation under oversight to support client recommendations.

Paul Tahtinen III is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of about 23,701 advisors, offering discretionary and non-discretionary investment solutions alongside affiliated mutual funds and tax-efficient services.