Patrick Maguire

Long before I knew what CFP® meant, I was very interested in money and personal finance. Although I was unsure what my career would ultimately look like, I wanted to be confident and secure in my family's finances and future. In my final year of college, I was fortunate to study under the head of the finance department, who was also a practicing financial planner. From that point forward, the idea of being an independent financial advisor— a trusted partner serving people just like my parents— was my dream job. The first decade-plus of my career was dedicated to building the experience, knowledge, and credentials required to best serve my clients. In 2021, I founded Kardinal Financial to continue this pursuit and to deliver the ideal financial planning experience, unshackled by the status quo and constraints of "this is how it's always been done." Everything at Kardinal Financial—the relationship structure, the investment philosophy, the technology, the fees, everything—is designed to best serve my clients. I have over a decade of experience in financial services. My experience includes serving as the Director of Investment Research at a $2.5 billion wealth management firm and an investment portfolio manager to individuals and families. I have obtained the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. When I'm not working, you'll likely find me spending time with my wife (Maggie) and kids (Rose & Calvin), playing soccer, watching Manchester United, or on a walk with a good podcast.

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. I first met Oak Wealth Advisors founder, Mike Walther, when Mike guest lectured about special needs financial planning in one of my classes at the University of Wisconsin. In the decade that has followed, I have taught courses at the University of Wisconsin while deepening my knowledge and experience in financial planning and wealth management. I am a CFP® practitioner. I also obtained the Certified Private Wealth Advisor® designation issued by the Investments & Wealth Institute after completing the course work at the University of Chicago Booth School of Business. In addition to my personal experiences living with a sister with special needs, I have increased my technical knowledge of special needs financial planning. I earned the Chartered Special Needs Consultant®(ChSNC®) designation from the American College in 2018, and in 2020, was admitted as a member of the Academy of Special Needs Planners. I served on the Board of Directors of Wispact, Inc., an organization that manages pooled Special Needs Trusts for over 3,000 individuals in Wisconsin. At the appointment of Wisconsin Governor Tony Evers, I serve on the Wisconsin Board for Persons with Developmental Disabilities and the state College Savings Board. At Oak Wealth Advisors, in addition to advising clients, I lead the innovation efforts to ensure that new opportunities for client service are implemented seamlessly to support the delivery of the best possible client experience with the firm.

Alina Flagg is a Branch Leader at Fidelity Investments, a role she has held since 2024. She began her career in the Financial Services Industry in 2013, motivated by a desire to support individuals in pursuing their goals. Prior to her current position, she served as an Investment Solutions Team Leader at Fidelity Investments from 2021 to 2024 and was a Market Leader at Merrill Edge from 2019 to 2021. Throughout her career, Alina has focused on utilizing Fidelity's comprehensive resources to support financial well-being and client needs. She works closely with teammates who share a commitment to serving clients responsibly and effectively. Outside of her professional role, Alina enjoys hiking, caring for pets, reading, running, and traveling.

Suzanne Cole is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Investment Consultant. Suzanne focuses on providing personalized financial guidance by understanding each client's unique circumstances and adapting her advice as their lives evolve. Her approach centers on building lasting relationships characterized by care, integrity, and empathy, emphasizing trust as the foundation for meaningful impact. Outside of her professional work, Suzanne enjoys boating, attending concerts, exploring culinary experiences, watching movies, caring for pets, and traveling.

Troy Blodgett is the Resident Director for the Madison, Wisconsin Merrill office and a Wealth Management Advisor. He began his career as a financial advisor in 2001 and joined Merrill in 2006 after serving as a Branch Manager at an independent firm in Madison. Troy applies his experience and the resources available through Merrill to assist clients in managing their financial lives comprehensively. His advisory approach involves understanding each client’s specific needs, concerns, and priorities to develop tailored financial strategies that align with their objectives, risk tolerance, and timelines. Troy holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Wisconsin-Madison Business School, specializing in Finance and Investment Banking. Troy and his wife, Erin, live in the Madison area, where they support their three sons in multiple sports activities. He is actively involved in the community, serving on the boards of the Verona Area Lacrosse Club and Verona Wildcat Youth Football.