John Frausto

Riley Ege is a financial advisor with LPL Financial in Sheboygan, WI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. His prior firms include Wisconsin Advisors, Riverstone Wealth Partners, Commonwealth Financial Network, and INVEST Financial Corp. He also serves as a notary in Sheboygan. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of delivery options supported by in-house research and combines advisory operations with various non-advisory product activities.

Teresa Mcalpine is a financial advisor at Threshold Compass Strategies, Inc. with 13 years of industry experience. She holds a Series 66 credential and has previously worked at LPL Financial and INVEST Financial Corporation. Teresa is also the author of a book titled *Financial Wealthstyle Archetypes*. Threshold Compass Strategies is an independent advisory firm that provides financial planning and consulting services to individuals and advisory firms. The firm focuses on planning and education, offering written recommendations and scenario modeling for life-transition events such as divorce financial analysis and estate coordination, without managing client assets directly.

Pamela Otten is the principal advisor at Pamela Otten LLC, an independent firm based in Sheboygan, WI. She holds Series 63 and Series 66 licenses and has 17 years of experience in the financial industry. Since founding her firm in 2011, she has also served as a religious pastor at Renew Ministries, where she is involved in worship planning and pastoral care. Pamela Otten LLC serves individual investors, couples, business owners, and retirement and trust accounts with a focus on long-term, stewardship-oriented financial planning. The firm emphasizes investor education and employs a passive, low-cost investment approach based on Modern Portfolio Theory, arranging portfolio management through third-party money managers rather than managing portfolios in-house.

Jonathan Dudzinski is a CFA® charterholder with 11 years of industry experience. He is the principal advisor at The Olympia Group LLC, an independent firm he has been with since 2023. Prior to that, he held roles at LPL Financial, Merit Financial Group, Cambridge Investment Research Advisors, and Carl M. Hennig Inc. Outside of advising, he serves on the finance committee of the Oshkosh Area Community Foundation and the board of the University of Wisconsin Oshkosh. The Olympia Group LLC provides discretionary portfolio management, sub-advisory services, and research consulting to individuals, high-net-worth investors, and institutional clients. The firm employs a concentrated, all-cap global equity strategy focused on small- and micro-cap companies with durable competitive advantages, using fundamental analysis and proprietary scoring methodologies.

Randall Miller is a financial advisor at Financial Planning Center with 41 years of industry experience. His career includes roles at Packerland Brokerage Services, Inc., Greenbook Investment Management, Inc., and CFO Solutions LLC. Outside of finance, he worked part-time as a respiratory therapist and assistant at hospitals in Wisconsin from 2008 to 2013. Financial Planning Center provides investment advisory and supervisory services to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs a total-return, diversified asset-allocation approach with a focus on income-producing securities and option strategies, managing accounts on a non-discretionary basis for a small client base.

Joy Heinen is a CFP® professional with 19 years of experience in the financial industry. She is affiliated with H.C. Denison Co., where she has worked since 2003. H.C. Denison Co. provides portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm applies a variety of analytical methods and typically maintains a long-term trading approach across diversified asset classes.