Broker Check

Our Team

Cynthia O'Connell

Financial Advisor, Founder

(608) 842-2222

cynthia@preferredwealthadvisors.com

For 30 years, Cyndi O'Connell, a Financial Advisor at Preferred Wealth Advisors and registered representative with Osaic Wealth, Inc, has been providing financial planning to individuals and business owners.

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Derek Leighton

Financial Advisor, Partner

608-842-2222

derek@preferredwealthadvisors.com

Derek joined Preferred Wealth Advisors in 2021 as a Financial Advisor. He works with clients to create customized financial strategies and plans that can help clients reach their financial goals.

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Jill Klos

Client Relationship Manager

608-842-2222

jill@preferredwealthadvisors.com

Jill works with clients to enhance their overall experience, connects with them through client appreciation events and activities, and will uphold Preferred Wealth Advisors high standard for client well-being and satisfaction. Prior...

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Becky Frey

Office Manager

608-842-2222

becky@preferredwealthadvisors.com

Becky started with Preferred Wealth Advisors in January 2023 as the Office Manager. She joins our office with over 20 years of office experience in the financial industry.

Becky’s extensive experience and understanding of the business...

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Ryan Fountain

Paraplanner

608-842-2222

ryan@preferredwealthadvisors.com

Ryan graduated from the University of Wisconsin- Platteville in 2022 with a Bachelor’s degree in Business Administration, Management. He joined Preferred Wealth Advisors in October of 2022 as a Financial Services Associate. He...

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ACA O'Connell

Office Greeter

ACA is a seven-year-old Yorkie Poodle who loves to love on people. He brings smiles and joy to the office and will always greet you with a friendly face. Have no fear, ACA is completely hypoallergenic and very friendly!

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