Claire Ann Walmer

Michael Greiber is the principal of Greiber Capital Management, an independent firm based in Wauankee, WI. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has led Greiber Capital Management since 2016. Greiber Capital Management provides portfolio management services primarily for individual clients, with a focus on retirement assets, asset distribution, and short-term money management. The firm employs a bottom-up value investing approach combining qualitative and financial analysis, offering customized portfolios that include long and short exposures as well as derivatives and leverage.

Vincent Marchi is the sole advisor at Marchi Investments LLC in Waunakee, WI. He holds a Series 65 credential and has prior work experience at SquareTrade / Allstate Protection Plans from 2011 to 2024. Marchi Investments LLC provides investment management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental security analysis and modern portfolio theory, focusing on low-cost indexing and long-term strategies with periodic rebalancing and tactical adjustments.

Scott Nelson is the principal of Nelson Financial Services in Middleton, WI. He holds Series 65 and Series 63 licenses and has 26 years of industry experience. His prior work includes roles at NFP Retirement, Inc., WEA Member Benefits, Amerus, and Massmutual. Nelson Financial Services is an independent, state-registered investment adviser serving individual clients, including high-net-worth individuals, and retirement accounts. The firm employs a passive, long-term buy-and-hold investment approach based on asset allocation using mutual funds and ETFs, with discretionary management and regular portfolio reviews.

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.

Shannon Wegner is a CFP® professional with 27 years of industry experience and has been the sole advisor at Wegner Asset Management, LLC since 1998. Based in Middleton, WI, he holds Series 63 and Series 65 licenses. Wegner Asset Management provides discretionary investment management and integrated financial planning to individuals, families, trusts, and estates, managing approximately $68 million across about 51 client relationships. The firm employs a strategic asset allocation approach focused on low-cost, passively managed ETFs and no-load mutual funds, offering fee-only services with quarterly reviews and formal ethics oversight.

R. Philip Petrowski is a CFP®-designated financial advisor with over 23 years of industry experience. He is the principal of Blackhorn Partners, where he has worked since 2026, following a 15-year tenure at Cambridge Investment Research and its affiliates. Petrowski serves as a board member of the Phi Kappa Sigma International Fraternity and its foundation. Blackhorn Partners provides ongoing portfolio management and financial planning primarily for individuals, including high-net-worth clients, and small businesses. The firm emphasizes long-term, diversified portfolios based on modern portfolio theory, utilizing mutual funds and ETFs with systematic strategies, periodic rebalancing, and regular portfolio reviews.