Broker Check

Our Team

Client Centered

Cynthia O'Connell

Financial Advisor

(608) 842-2222

cynthia@preferredwealthadvisors.com

For 27 years, Cyndi O'Connell, a Financial Advisor at Preferred Wealth Advisors and registered representative with Woodbury Financial Services, has been providing financial planning to individuals and business owners.

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Derek Leighton

Financial Advisor

608-842-2222

608-842-2200

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

Office Manager

jill@preferredwealthadvisors.com

Jill manages the day to day operations at Preferred Wealth Advisors. She always has a smile on her face and an outgoing personality. Jill helps clients feel welcome and comfortable when they walk in the door.

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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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Ryan Fountain

Financial Services Associate

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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