Casey L Moneer

Nkozi Knight is a financial advisor with four years of industry experience. Knight worked at Northwestern Mutual Life Insurance Company and U.S. Bank. Outside of financial advising, Knight owns several businesses, including GreenHomeHub, a veteran and minority-owned cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media business. Knight also serves on the board of the Marquette University Alumni Association and volunteers as a board member for the Greater Galilee Community Development Center.

Luke La Manna is a CFA® charterholder with two years of industry experience. He is currently with Founder360° Family Office, an independent firm he joined in 2025, following prior roles at Cottage Row Partners and Reinhart Partners, Inc. Outside of finance, he has worked in the dental industry at Lakeshore Family Dentistry for nine years. Founder360° Family Office serves founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm offers integrated family office services, discretionary investment management, and an automated business planning platform, combining fundamental analysis with modern portfolio principles and providing tailored pricing options.

Ronald Larson Jr. is the sole advisor at Larson Wealth Management, LLC in West Bend, WI, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for nine years before founding his current firm in 2013. Larson also served as a high school basketball coach from 2013 to 2014. Larson Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build asset allocations and incorporates derivatives-based ETFs as short-term hedges within managed accounts.

Diane Esser is a CFP® professional with 13 years of industry experience, currently operating as the sole advisor at Direction Financial Management, LLC since 2012. Her background includes integrating financial planning with tax services through her CPA credential and affiliation with an in-house tax practice. Direction Financial Management is an independent, fee-only firm serving individuals, families, trusts, retirees, professionals, and small business owners. The firm provides consultative financial planning and investment advice based on a long-term, passive approach using Modern Portfolio Theory and broad index fund exposure, focusing largely on non-securities planning areas such as tax, estate, and risk management.

Kevin Chapman is the sole advisor at Crossover Capital Trading LLC in Germantown, WI. He holds Series 63 and Series 65 licenses and has 13 years of self-employed experience, with one year specifically at his current firm. Crossover Capital Trading LLC provides discretionary portfolio management for individual clients using a proprietary price-momentum model to trade exchange-traded funds, including leveraged and inverse ETFs. The firm focuses on price-based signals with short holding periods and aims to limit market exposure while managing accounts daily without taking custody of client assets.

Martin Mcdevitt Jr. is the sole advisor at McDevitt & Bird Investment Management Co. with 14 years of industry experience and over 30 years at the firm. Based in Mequon, WI, he manages individual and institutional accounts. McDevitt & Bird Investment Management Co. provides discretionary and non-discretionary investment management for individuals, estates, trusts, corporations, pension, and charitable accounts, managing approximately $8.9 million. The firm employs multiple analytical methods and emphasizes individual securities, maintaining a small, closely supervised practice with institutional-style standards.