Julie A Osladil

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.

Margaret Wittkopp is a financial advisor at Veritas Financial Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Veritas Financial Services since 2004. Outside of her advisory role, she owns and manages the firm’s office building through her involvement with Hartland Investment Properties LLC. Veritas Financial Services provides financial planning, consulting, and advisory services to individual and institutional clients. The firm recommends third-party money managers, emphasizing passive management grounded in Modern Portfolio Theory and the Efficient Markets Hypothesis, and conducts regular client account reviews while monitoring third-party manager performance.

Jeremy Burri is a financial advisor with Smith Securities LLC, holding the Series 63 and Series 65 designations and bringing 17 years of industry experience. He previously worked for Veritas Financial for 15 years before joining Smith Securities in 2024. In addition to his advisory role, Burri serves as an independent contractor for Reliance Accounting and Tax Services, LLC, involved in a non-investment accounting and tax business under the Veritax Alliance Group name. Smith Securities LLC provides advisory and consulting services to individual and high-net-worth clients, as well as retirement-plan sponsors. The firm offers portfolio MRI analysis, financial consulting including tax and insurance planning, and retirement-plan consulting, directing investment management to third-party advisers and Matson Money while providing clients with quarterly reports.

Ethan Gruenke is a financial advisor with CSP Financial Group LLC in Plymouth, WI, holding a Series 65 designation and three years of industry experience. Prior to joining CSP Financial Group, he held roles at Veritas Financial Services and operates as a fulfillment associate for Iron Supports, a company producing iron brackets and corbels. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often employing third-party managers such as Matson Money.

Travis Streblow is a financial advisor at Success Wealth Management LLC in Plymouth, WI, holding a Series 65 designation with two years of industry experience. He also has a long-standing career as a district sales manager with American Senior Benefits since 2006, where he spends most of his professional time. Success Wealth Management LLC serves individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm employs Modern Portfolio Theory to tailor asset allocation based on client goals and risk tolerance and incorporates technology to support its services, while investment decisions are not made using AI.

Brian Andrew is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He is currently with Merit Financial Advisors, joining the firm in 2024 after working at Johnson Wealth Inc. and Johnson Bank for nearly a decade. Outside of his advisory role, he serves as Chairman of the Investment Committee for Pathway 2 Cures, a venture philanthropy fund investing in start-up biotechnology companies. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and committee, while offering a range of financial planning and specialized fiduciary services.