Matthew Dirkse

Craig Gonn is a financial advisor with Vision Financial Services LLC in Grafton, WI, holding Series 63 and Series 65 credentials and having 33 years of industry experience. His career includes roles at Bartlein Barrels and Harbour Investments, Inc. He also provides consultation on a wide variety of financial decisions through a separate consulting activity. Vision Financial Services LLC serves individual investors, small businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts by offering portfolio management, financial consultation, and third-party money manager recommendations. The firm typically tailors portfolios using client interviews and modern portfolio theory and manages most accounts on a non-discretionary basis.

Matthew Dunham is a financial advisor at Dream Lake Financial LLC in Saukville, WI, with four years of industry experience. He holds a Series 65 designation and previously worked at Affiliated Financial Advisors, Inc., BDO USA, LLP, and the Milwaukee Fire Department. Dunham is also the owner of Dream Lake Tax and Accounting, dedicating part of his time to this tax and accounting business. Dream Lake Financial LLC provides investment management, financial planning, and tax preparation services to individuals, charitable organizations, and corporations. The firm employs an investment approach based on modern portfolio theory, using fundamental analysis and a mix of passive vehicles, and offers both discretionary and non-discretionary strategies alongside comprehensive financial planning and in-house tax services.

Cari Domask is a financial advisor at Luedtke & Associates LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and Princor Financial Services Corporation. Domask is a one-third passive owner of Beechwood Financial Services. Luedtke & Associates is an SEC-registered investment adviser managing approximately $248 million in assets for around 470 clients. The firm serves individuals, businesses, and plan sponsors, offering portfolio management, financial planning, and retirement-plan advisory services using both proprietary and third-party strategies.

Eric Arvold is a financial advisor at Portside Investment Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Riversource Fund Distributors, Inc. Outside of advising, he is a partner in a platform tennis club and a private limousine business. Portside Investment Advisors provides customized investment management and advisory services to individuals and institutional clients. The firm emphasizes asset allocation using exchange-traded funds and employs a research-driven process supported by proprietary and third-party analytics.

Brent Neis is a financial advisor with Plus Group Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Plus Group Wealth Advisors since 2019 and previously held roles at Securities America Advisors, Inc. and Securities America, Inc. Since 2000, he has operated as a sole proprietor providing fixed insurance sales. Plus Group Wealth Advisors, LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and businesses. The firm manages approximately $137 million across about 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.

Michael Holloway is a Series 65-licensed financial advisor at Portside Investment Advisors, LLC with eight years of industry experience. He previously worked at Northwestern Mutual for 19 years and had a brief tenure at Legacy Wealth Management LLC. Portside Investment Advisors provides customized investment management and advisory services to individuals and a variety of institutional clients. The firm focuses on asset allocation using primarily exchange-traded funds, supported by fundamental, technical, and economic-cycle research, and serves as manager and adviser to a pooled investment vehicle.