Joseph Pometto

William Warnke is a CFA charterholder with 37 years of industry experience. He has been with Warnke/Nichols Ltd. since 1993, where he serves as a principal. The firm provides discretionary portfolio management and investment advice to individuals, families, corporate retirement plans, and nonprofit organizations. Warnke/Nichols Ltd. manages a concentrated client base using a value-oriented investment process focused on fundamental analysis and margin of safety, typically maintaining diversified portfolios of 12–20 stocks with long holding periods and conservative fixed income allocations.

Lars Larsen is a financial advisor at Magis Private Wealth Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Magis since 2003. Outside of his advisory role, Larsen is vice president and Chief Technology Officer at Faith Technologies, Inc., where he leads the data science and analytics team in the EnTech Solutions division focused on clean energy. Magis Private Wealth Management provides discretionary private wealth management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages diversified portfolios using fundamental analysis alongside technical and cyclical factors, serving a client base that includes high-net-worth individuals.

Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management. Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you. Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353. We look forward to meeting you.

Richard Schiller is a CFA® charterholder with nine years of experience in the financial industry. He is currently an advisor at Pavlic Investment Advisors, Inc., where he has worked since 2021. His prior roles include positions at VP Distributors LLC, Duff & Phelps Investment Management LLC, and Robert W. Baird. Schiller serves as a board member of the Rogers Behavior Health Foundation. Pavlic Investment Advisors, Inc. provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a buy-and-hold, diversified strategy, focusing on individual equities, ETFs, and fixed-income securities, and manages accounts according to client-specific investment policy guidelines.

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.

Jennifer Hipkiss is a financial advisor at FiduciaOne with 10 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Tax Management, Harbour Investments, Thrivent Investment Management, and running her own firm, Hipkiss Financial. She serves as a volunteer board director for Adeline Montessori School, a nonprofit organization. FiduciaOne provides discretionary portfolio management, retirement plan consulting, and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm combines fundamental analysis and modern portfolio theory to guide investment decisions, offering services on hourly, fixed-fee, or ongoing bases.