Lisa Ann Mcclyman

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.

Christopher Kline is a financial advisor at Capstone Wealth Management Corp. in Baraboo, WI, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capstone since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical adjustments based on monetary measures, valuations, and investor sentiment, managing portfolios with a range of securities and various investment strategies.

Tanner Russo is a financial advisor at Associated Investment Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Associated Bank, N.A. and several companies in other industries, including JL Business Interiors, Inc. and Keystone Staffing Group LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Erin Haugh is a financial advisor at Associated Investment Services, Inc. with 10 years of industry experience. She holds a Series 66 designation and has been with her current firm since 2016. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.

Troy Simonson is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Questar Asset Management. In addition to his advisory role, Simonson is the owner of Miller Simonson Insurance and volunteers with Portage Youth Softball. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a network of 169 advisors across 154 offices and offers tailored strategies using a combination of fundamental, technical, and cyclical analysis.

Preston Baus is a financial advisor with American Independent Securities Group, LLC and holds the Series 66 and Series 63 designations. He has 11 years of industry experience, including five years with Edward Jones prior to joining his current firm. Baus serves as a board member on the Planned Giving Advisory Council for the Agrace Foundation in Baraboo, WI. American Independent Securities Group provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, access to third-party managers, and an optional estate-planning service.