Atley Thomas Gay

Jared Meyer is a financial advisor at Red Granite Wealth Management with 11 years of industry experience. He holds a Series 65 designation and previously worked for Access Investment Advisors, Inc. for 10 years before joining his current firm. Red Granite Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as advisory services for pension and profit-sharing plans and corporate entities. The firm employs a discretionary, goal-driven investment approach, incorporating fundamental, quantitative, and technical analysis, and is notable for its focus on pension consulting and hands-on pension plan management.

George Reis is the president of GVR Investment Management, Inc. and has 26 years of experience in the financial industry. He has been with GVR Investment Management since 2005 and also leads George V. Reis Investment Group, Inc. since 1999. In addition to his advisory roles, he serves as president of George V. Reis Accounting and Tax Practice. GVR Investment Management provides discretionary account management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis and regularly employs selling put options as part of its investment strategy.

Ross Mueller is a CFP® professional with 32 years of industry experience, currently serving at Mueller Wealth since 2020. His prior roles include 14 years at LPL Financial and VERVE (Citizens First Credit Union), as well as positions at Mutual Securities and Mutual Advisors. He serves on the UW Green Bay Foundation Board’s Finance and Investment Committee and is chairman of the board at Zion Methodist Church. Mueller Wealth provides services to individuals, trusts, pension and profit-sharing plans, and employer plan sponsors. The firm utilizes its Seatbelt™ Investment System, combining quantitative analysis and multiple investment approaches, and offers both discretionary asset management and retirement plan consulting.

Parker Mueller is a CFP® and holds a Series 66 license, currently serving at Mueller Wealth with six years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investors Community Bank, Nicolet National Bank, and Denmark State Bank. He is a board member and treasurer for Pink Heals of Manitowoc County, where he manages financial reconciliation and assists with fundraising efforts. Mueller Wealth provides services to individuals, trusts, pension and profit-sharing plans, employer plan sponsors, and select broker-dealers. The firm employs a structured investment process called the Seatbelt™ Investment System, utilizing a combination of asset allocation, fundamental, technical, quantitative, and sector analysis to guide discretionary asset management, financial planning, and retirement plan consulting.

Michael Halla is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 63 license and bringing 29 years of industry experience. He has worked with TCFG since 2017 and previously spent five years at SII Investments. Outside of his advisory role, Mr. Halla serves on the Rahr West Art Museum Charitable Foundation and the Roncalli Catholic Schools Endowment Board of Directors in Manitowoc, WI. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs various strategies including fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Chad Schwoerer is a financial advisor with Calton & Associates, Inc. in Manitowoc, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Calton & Associates since 2019 and previously worked at Capital Financial Services for ten years. Outside of his advisory role, he owns and operates JKC Insurance and Investment Services, LLC, which engages in the sale of life, health, and fixed insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides various program structures and combines commission-based product sales with assets under management fees through its dual registration as both a registered investment adviser and broker-dealer.