Brittany Christen Borota Kluck

Jeremiah Olson is a financial advisor with Diamond Wealth Partners in Lodi, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Northwestern Mutual Investment Services LLC. Outside of advising, he operates Papa Pals, assisting individuals with household tasks such as cleaning and errands. Diamond Wealth Partners provides advisory services to individuals, high-net-worth clients, corporations, and other investment advisers, offering comprehensive financial planning, retirement planning, and discretionary portfolio management. The firm operates primarily virtually, using a tailored planning process and a mix of ETFs, mutual funds, stocks, and bonds to implement client portfolios on a discretionary basis.

Christopher Kline is a financial advisor at Capstone Wealth Management Corp. in Baraboo, WI, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capstone since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical adjustments based on monetary measures, valuations, and investor sentiment, managing portfolios with a range of securities and various investment strategies.

Tanner Russo is a financial advisor at Associated Investment Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Associated Bank, N.A. and several companies in other industries, including JL Business Interiors, Inc. and Keystone Staffing Group LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Erin Haugh is a financial advisor at Associated Investment Services, Inc. with 10 years of industry experience. She holds a Series 66 designation and has been with her current firm since 2016. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.

Troy Simonson is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Questar Asset Management from 2016 to 2019. Outside of advising, Simonson volunteers for Portage Youth Softball, supporting youth fastpitch softball programs. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with tools such as the Color of Money Risk Analysis.

Preston Baus is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He previously worked at Edward Jones from 2016 to 2021 before joining his current firm. Outside of advising, Baus serves on the Planned Giving Advisory Counsel for the Agrace Foundation in Baraboo, WI. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through both discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.