Megan Coronado

Jonathan Dudzinski is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at The Olympia Group LLC, an independent firm he joined in 2023. His prior experience includes roles at LPL Financial, Merit Financial Group, and Cambridge Investment Research Advisors. Outside of his advisory work, he serves on the board of UW Oshkosh and is a finance committee member for the Oshkosh Area Community Foundation; he is also involved in beekeeping through his ownership of Bee Bella LLC and managing Lotnix LLC. The Olympia Group provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and institutions, offering customized investment policy statements and sub-advisory services to other registered investment advisers. The firm combines quantitative screening with fundamental analysis and employs a variety of investment strategies, including long and short trading, options, margin, and short sales, while maintaining a small client roster and specialized institutional mandates.

Cari Domask is a financial advisor at Luedtke & Associates with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Network and Princor Financial Services Corporation. Domask is a passive owner of Beechwood Financial Services. Luedtke & Associates serves individuals, businesses, and retirement plans by providing portfolio management, financial planning, third-party asset manager selection, and ERISA plan advisory services. The firm manages approximately $248 million in assets across about 470 client accounts, primarily on a discretionary basis, and employs third-party strategists and platforms to implement and rebalance investment strategies.

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.

Margaret Wittkopp is a financial advisor at Veritas Financial Services, LLC in Plymouth, WI, with 17 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 a separate investment property business. Veritas Financial Services advises pooled and institutional clients primarily by referring assets to third-party money managers, focusing on passive, diversified fund-of-funds strategies grounded in Modern Portfolio Theory and the Efficient Markets Hypothesis. The firm acts as a co-adviser, providing portfolio guidance, client reviews, and educational seminars while operating on an assets-under-advisement basis.

Jay Lauer is a financial advisor at Plus Group Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Securities America Advisors, Inc. and Securities America, Inc. He also owns a separate business, Jay Lauer's 680 Main Street Building, LLC. Plus Group Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to individuals, charitable organizations, and business entities. The firm manages approximately $137 million and tailors portfolios based on client goals, time horizon, and risk tolerance using both fundamental and technical analysis.

Austin Luedtke is a financial advisor with Luedtke & Associates, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Commonwealth Financial Network and Principal Securities Inc. Outside of advising, he is the owner of A6, LLC, an entity created to hold trademarks, and The Ace Unlimited, which generates sharecropping income. Luedtke & Associates serves individuals, businesses, and retirement plans by offering portfolio management, financial planning, and ERISA plan advisory services. The firm provides discretionary management using third-party strategists and model portfolios, managing approximately $248 million in assets across about 470 client accounts.