Cassandra Leigh Weigel

Jeremiah Olson is a financial advisor with Diamond Wealth Partners in Lodi, WI, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Northwestern Mutual Investment Services LLC, and Jessica Schock. Outside of finance, he assists individuals with tasks such as cleaning and errands through his involvement with Papa Pals. Diamond Wealth Partners is an independent, single-advisor registered investment adviser providing comprehensive financial planning and discretionary portfolio management to individuals, corporations, and other advisors. The firm offers services including retirement, trust and estate, and tax planning, using a personalized process and primarily operating virtually with a focus on model portfolios and diversified asset selections.

Douglas Halverson is a financial advisor at Associated Investment Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Associated Investment Services since 2007. Outside of financial advising, he is involved as an independent distributor of nutrition and supplement products through AdvoCare International. 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 a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on a largely non-discretionary basis.

Troy Simonson is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Questar Asset Management. In addition to his advisory role, Simonson is the owner of Miller Simonson Insurance and volunteers with Portage Youth Softball. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a network of 169 advisors across 154 offices and offers tailored strategies using a combination of fundamental, technical, and cyclical analysis.

Shelbie Williams is a financial advisor at Creative Financial Designs, Inc. with two years of industry experience and holds a Series 66 designation. Her background includes roles at Kampen Financial & Wealth Management, Grow Well Financial, and several dental practices. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations based on risk objectives and provides unique features such as Biblically Responsible Investing strategies and various billing options.

Preston Baus is a financial advisor with American Independent Securities Group, LLC and holds the Series 66 and Series 63 designations. He has 11 years of industry experience, including five years with Edward Jones prior to joining his current firm. Baus serves as a board member on the Planned Giving Advisory Council for the Agrace Foundation in Baraboo, WI. American Independent Securities Group provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, access to third-party managers, and an optional estate-planning service.

John Kampen is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Creative Financial Designs, Inc. since 2017, following a four-year tenure at B.C. Ziegler and Company and a brief period at Northland Securities, Inc. Outside of his advisory role, Kampen operates Kampen Financial & Wealth Management LLC and is involved in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs asset-class model allocations across five risk levels and offers Biblically Responsible Investing strategies alongside various implementation options.