Jared Andreoli

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.

Hello! My name is Andrew Ish and I’m a fee-only financial planner and investment advisor based in Milwaukee, Wisconsin. I earned a Master Degree in Accounting and also am a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). Inspired by my background as an Eagle Scout, my firm's name and culture embraces the timeless motto of ‘Be Prepared’. This guiding principle ensures that every aspect of your financial life is diligently protected as we navigate you towards financial freedom. Think of my firm, Prepared Financial Planning LLC, as your personal Chief Financial Officer (CFO), dedicated to providing you with expert guidance across all aspects of your financial journey. Our comprehensive suite of services includes: • Comprehensive retirement planning • Customized, tax-aware investment management • Tax planning advice • Insurance and risk management assessments • Estate planning recommendations • Strategic philanthropic gifting strategies • College planning, and more Are you prepared to secure your financial future? I invite you to explore the unique offerings of Prepared Financial Planning LLC at my website: https://www.preparedfp.com My commitment is to ease your financial burden and provide you with peace of mind. Let's embark on this exciting journey together, ensuring a brighter financial future for you and your 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.