Peter Engstrom

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

Kyle Kraninger is an Investment Consultant at Fidelity Investments, where he partners with clients to identify their personal and financial priorities and co-create customized financial plans. He aims to build lifelong relationships with clients and their families. Kyle has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Investment Consultant. He holds an Arkansas Insurance License. Outside of work, Kyle enjoys cooking and baking, spending time with friends at social events, playing golf, being at the lake, and traveling.

Tom Lucash is Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2019. He has 22 years of experience in the financial industry. Prior to his current role, Tom worked as an Investment Solutions Consultant at New York Life Insurance Co. from 2005 to 2018 and as a Financial Advisor at Morgan Stanley from 2003 to 2004. Tom partners with his clients to understand their financial goals and aspirations, developing customized plans aimed at flexibility, comfort, and sustainability. His professional experience spans various aspects of financial consulting and investment solutions. Outside of his professional work, Tom enjoys family activities, fitness, golf, hiking, spending time with pets, and reading.

Tanner Federspill is a Financial Consultant currently working at Fidelity Investments. He began his tenure at Fidelity in 2022 as an Investment Consultant before advancing to his current role in 2023. Prior to joining Fidelity, Tanner served as a Private Client Banker at JP Morgan & Chase from 2018 to 2022. In his role, Tanner focuses on helping clients define clear financial goals and develop personalized plans that align with their values and priorities. His approach involves understanding clients' concerns and aspirations to tailor strategies that support their financial journeys. Tanner emphasizes building a strong foundation and continuously refining plans to adapt to clients' evolving needs. Outside of his professional work, Tanner has interests in football, golf, movies, reading, skiing, and soccer.