Brian Behl

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.

Retirement isn’t just a date—it’s the life you’ve earned. Andrew Polzin helps clients turn decades of planning into a retirement that feels intentional, full, and uniquely theirs. Whether it’s traveling the world, spoiling grandchildren, or supporting causes close to the heart, he focuses on helping clients make the most of their money—and their lives. As a fee-only, independent advisor, Andrew prioritizes transparency and trust. He takes a big-picture approach to financial planning, connecting investments, insurance, taxes, and cash flow into a strategy that works together, not in pieces. The goal is simple: clarity, confidence, and control so clients can make bold choices without worry. A University of Wisconsin–Madison graduate with a degree in Personal Finance: Financial Planning and a Certificate in Entrepreneurship, Andrew earned his CFP® designation early in his career. He helps clients navigate the tough decisions—Social Security, taxes, legacy planning—so retirement becomes a chapter of purpose, freedom, and peace of mind. Outside the office, Andrew can be found exploring the great Wisconsin outdoors with family and friends, cheering on the Brewers and Badgers, catching live music, or honing his golf game.

Aaron Berglin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing client strategies in estate planning services, insurance leverage and risk management, and lending. Aaron works closely with clients' accounting and legal professionals to coordinate comprehensive strategies and serves on his team’s planning guidance, investment strategy, business development, and leadership committees. Aaron earned a Bachelor of Science degree in Mathematics from the United States Naval Academy and holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation. He maintains multiple FINRA registrations including Series 7, 66, 9, 10, 24, and 31, and holds a Wisconsin State insurance license for life and health. Before entering financial services in 2001, Aaron served in the naval aviation community following his graduation. Outside of his professional career, Aaron enjoys adventure sports, baseball, biking, boating, camping, football, hiking, hunting, running, and spending time with his family.

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.

Bridget Pucel is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Planning Consultant from 2022 to 2024 and as a Financial Representative from 2021 to 2022 within the same organization. Bridget focuses on understanding her clients' goals and priorities to develop effective financial plans. She emphasizes client education and collaborative planning to build confidence in financial decision-making. Bridget and her team prioritize clear and consistent communication to support clients throughout the financial planning process. Outside of her professional work, Bridget engages in family activities, fitness, exploring food, traveling, and volunteering.

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.