Jacqueline Lynn Keith

James Byrd is a financial advisor at Midwest Asset Management, Inc. in Middleton, WI, with 39 years of industry experience. He holds a Series 63 designation and has been with Midwest Asset Management since 1987. Outside of his advisory role, he has worked part-time in the stocking department at a hardware store. Midwest Asset Management, Inc. is an independent registered investment adviser that provides quantitative portfolio management and consulting services to high-net-worth individuals, institutions, and other financial firms as a sub-advisor. The firm employs a systematic, disciplined approach focused on active equity and fixed-income strategies as well as passive multi-asset portfolios, emphasizing customized reporting and limited trading.

Konrad Zagzebski is a CFP® and holds a Series 66 license, currently serving as the sole advisor at ShellCrest Financial LLC with seven years of industry experience. His prior roles include positions at Capital Point Financial Group, LPL Financial, and VS Networks LLC. He is also a director of the D. Zagzebski Family Foundation. ShellCrest Financial LLC provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers discretionary portfolio management alongside recommendations of outside managers and third-party professionals, with a focus on client-specific policies that combine passive and active investment vehicles.

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.

Clifford Wullschleger is a financial advisor at Wullschleger Group with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Woodbury Financial Services and Cetera Advisor Networks. He is also president of The Insurance Group, a corporation involved in fixed insurance sales. Wullschleger Group provides discretionary portfolio management and retirement-plan consulting primarily to individuals, including high-net-worth clients, and pension plans. The firm uses tailored model portfolios and a combination of long-term and technical trading strategies, and maintains a detailed operational approach for private fund investments.

Nathan Plumb is a financial advisor at Wisconsin Capital Management, LLC with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wisconsin Capital Management and Lincoln Financial Advisors. Outside of his advisory role, he is a licensed real estate agent conducting sales for friends and family, offers health insurance and health savings account services, manages lodging rentals through Airbnb, and serves as a board member of the Wisconsin Veterans Museum Foundation. Wisconsin Capital Management provides discretionary investment management, financial planning, and advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and two registered investment companies. The firm employs a growth-at-reasonable-prices investment approach and manages diversified portfolios with an emphasis on fundamental analysis tailored to client objectives and risk tolerances.

Eric Wullschleger is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He is a principal at Wullschleger Group, where he has worked since 2023. He also serves as an independent insurance agent at The Insurance Group. Wullschleger Group provides discretionary portfolio management to individuals, including high-net-worth clients, and pension plans, along with retirement-plan consulting. The firm uses tailored model portfolios and a combination of long-term purchase strategies and technical analysis, with a focus on operational oversight of private fund investments and coordination with client advisors.