Annie Leal

Riley Ege is a financial advisor with LPL Financial in Sheboygan, WI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. His prior firms include Wisconsin Advisors, Riverstone Wealth Partners, Commonwealth Financial Network, and INVEST Financial Corp. He also serves as a notary in Sheboygan. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of delivery options supported by in-house research and combines advisory operations with various non-advisory product activities.

Teresa Mcalpine is a financial advisor with LPL Financial and holds a Series 66 credential. She has 13 years of industry experience, including prior roles at INVEST Financial Corporation and Threshold Compass Strategies, Inc., where she currently provides financial planning and consulting services. Teresa is also the author of a book titled "Financial Wealthstyle Archetypes." LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Pamela Otten is the principal advisor at Pamela Otten LLC, an independent firm based in Sheboygan, WI. She holds Series 63 and Series 66 licenses and has 17 years of experience in the financial industry. Since founding her firm in 2011, she has also served as a religious pastor at Renew Ministries, where she is involved in worship planning and pastoral care. Pamela Otten LLC serves individual investors, couples, business owners, and retirement and trust accounts with a focus on long-term, stewardship-oriented financial planning. The firm emphasizes investor education and employs a passive, low-cost investment approach based on Modern Portfolio Theory, arranging portfolio management through third-party money managers rather than managing portfolios in-house.

Jonathan Dudzinski is a CFA® charterholder with 11 years of industry experience. He is the principal advisor at The Olympia Group LLC, an independent firm he has been with since 2023. Prior to that, he held roles at LPL Financial, Merit Financial Group, Cambridge Investment Research Advisors, and Carl M. Hennig Inc. Outside of advising, he serves on the finance committee of the Oshkosh Area Community Foundation and the board of the University of Wisconsin Oshkosh. The Olympia Group LLC provides discretionary portfolio management, sub-advisory services, and research consulting to individuals, high-net-worth investors, and institutional clients. The firm employs a concentrated, all-cap global equity strategy focused on small- and micro-cap companies with durable competitive advantages, using fundamental analysis and proprietary scoring methodologies.

Randall Miller is a financial advisor at Financial Planning Center with 40 years of industry experience. He holds Series 63 and Series 66 credentials. Outside of finance, he worked part-time as a respiratory therapist at Waukesha Memorial Hospital and St. Francis Hospital from 2008 to 2013. Financial Planning Center provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, businesses, pension plans, and other advisers. The firm uses a total-return, diversified asset-allocation approach with an emphasis on yielding securities and manages client assets on a non-discretionary basis.

Cari Domask is a financial advisor with Luedtke & Associates LLC, holding Series 65 and Series 63 credentials and possessing 12 years of industry experience. She has worked at Luedtke & Associates since 2014 and previously was with Commonwealth Financial Network and Princor Financial Services Corporation. Outside of her advisory role, she is a passive owner of Beechwood Financial Services. Luedtke & Associates is an SEC-registered investment adviser that serves individuals, businesses, and plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $248 million in assets for about 470 clients and utilizes a combination of in-house and third-party strategies, including complex tools such as direct indexing and AI-enabled service delivery.