Michael T Holloway

Luke La Manna is a CFA® charterholder with two years of industry experience. He is the founder of Founder360° Family Office and previously worked at Cottage Row Partners and Reinhart Partners, Inc. In addition to his financial career, he has worked in family dentistry at Lakeshore Family Dentistry for nine years. Founder360° Family Office provides services to founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm combines family-office services, business advisory, discretionary investment management, and a proprietary business diagnostic software platform, offering a mix of personalized portfolio management and automated tools with an emphasis on integrating enterprise value drivers and personal financial objectives.

Clarence Christiansen is the sole advisor at Christiansen Asset Management LLC in Mequon, WI, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Christiansen Asset Management since 1997. Outside of his advisory role, he is also an independent health insurance agent. Christiansen Asset Management provides fee-based investment advisory and custom portfolio management services for individuals, couples, retirees, professionals, and retirement accounts. The firm focuses on publicly traded securities and employs a combination of charting, fundamental, technical, and cyclical analysis with a generally long-term investment approach.

Michael Scalise is a CFA® charterholder with 12 years of experience in the financial industry. He is the sole advisor at Summit Financial Management LLC, where he has worked since 2016 following two years at Legacy Wealth Management, LLC. Summit Financial Management LLC serves individuals, charitable organizations, foundations, small businesses, and corporations by providing financial planning, investment consultation, portfolio management, and corporate advisory services. The firm employs a tactical asset-allocation, core-and-satellite investment approach utilizing ETFs alongside actively managed funds and other securities, and it offers regular portfolio reviews and written reports.

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.

Diane Esser is a CFP® professional with 13 years of industry experience, currently operating as the sole advisor at Direction Financial Management, LLC since 2012. Her background includes integrating financial planning with tax services through her CPA credential and affiliation with an in-house tax practice. Direction Financial Management is an independent, fee-only firm serving individuals, families, trusts, retirees, professionals, and small business owners. The firm provides consultative financial planning and investment advice based on a long-term, passive approach using Modern Portfolio Theory and broad index fund exposure, focusing largely on non-securities planning areas such as tax, estate, and risk management.

Kevin Chapman is the sole advisor at Crossover Capital Trading LLC in Germantown, WI. He holds Series 63 and Series 65 licenses and has 13 years of self-employed experience, with one year specifically at his current firm. Crossover Capital Trading LLC provides discretionary portfolio management for individual clients using a proprietary price-momentum model to trade exchange-traded funds, including leveraged and inverse ETFs. The firm focuses on price-based signals with short holding periods and aims to limit market exposure while managing accounts daily without taking custody of client assets.