Michael Donnan

Daniel Gabrielson is the managing member and sole advisor at DrG Financial, LLC, holding a Series 65 designation with one year of experience in financial advising. He has a long-standing career as an OBGYN and owner of Gabrielson Clinic for Women since 2009. DrG Financial provides financial planning and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm follows a value-oriented, long-term investment approach and typically recommends third-party money managers for discretionary asset management rather than directly managing client assets.

Gregory Diamond is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Terra Wealth Management, Pfs Investments Inc, and Primerica Financial Services. He also works as an independent insurance agent on a part-time basis. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm utilizes a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations, offering ongoing portfolio management and financial planning tailored to client needs.

Brian Blankenburg is a financial advisor at Wilon Wealth Management with nine years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Wilon Wealth Management in 2022, he worked at Bank of the West and BancWest Investment Services from 2008 to 2017. Outside of advising, he is involved in personal real estate investing with family and friends. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a planning-driven, goal-focused investment approach emphasizing diversified, low-cost, tax-efficient strategies tailored to client objectives.

Richard Ryan is a financial advisor with RDA Financial Network in Cedar Falls, IA, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at United Planners Financial Services and Cambridge Investment Research. He serves as treasurer on the board of a nonprofit club baseball organization. RDA Financial Network provides advisory services to individual and high-net-worth clients, including discretionary portfolio management, financial planning, and retirement plan fiduciary services. The firm employs a network of independent advisers using proprietary models and third-party sub-advisors, combining quantitative and fundamental analysis with a primarily long-term investment orientation.

William Zerillo is a financial advisor at OASIS Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Terra Wealth Management and Primerica Advisors. Outside of his advisory role, he co-owns Your Money Your Purpose LLC, which provides money mindset coaching and educational content. OASIS Advisors offers investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to create long-term model allocations, provides written Investment Policy Statements, and conducts regular portfolio monitoring.

Brandon Conway is a financial advisor at Principal Advised Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Principal Securities Inc. and Principal Life Insurance Company. His role includes providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm integrates closely with the Principal Financial Group family, providing access to affiliated products and services supported by governance and supervision frameworks.