Trevor Joachim

Michael Greiber is the principal of Greiber Capital Management, an independent firm based in Wauankee, WI. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has led Greiber Capital Management since 2016. Greiber Capital Management provides portfolio management services primarily for individual clients, with a focus on retirement assets, asset distribution, and short-term money management. The firm employs a bottom-up value investing approach combining qualitative and financial analysis, offering customized portfolios that include long and short exposures as well as derivatives and leverage.

Vincent Marchi is the sole advisor at Marchi Investments LLC and holds a Series 65 designation. He has 0 years of industry experience as a financial advisor and previously worked for 13 years at SquareTrade / Allstate Protection Plans. Marchi Investments LLC is a state-registered investment adviser that provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of fundamental security analysis and modern portfolio theory, emphasizing low-cost indexing and buy-and-hold strategies, with periodic reviews and tailored recommendations based on each client’s objectives and risk tolerance.

Jeremiah Olson is a financial advisor with Diamond Wealth Partners in Lodi, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Northwestern Mutual Investment Services LLC. Outside of advising, he operates Papa Pals, assisting individuals with household tasks such as cleaning and errands. Diamond Wealth Partners provides advisory services to individuals, high-net-worth clients, corporations, and other investment advisers, offering comprehensive financial planning, retirement planning, and discretionary portfolio management. The firm operates primarily virtually, using a tailored planning process and a mix of ETFs, mutual funds, stocks, and bonds to implement client portfolios on a discretionary basis.

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.

Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.

Griffin Kalepp is a CFP® professional with 11 years of industry experience, currently serving at Compound Wealth, Advisory and Tax LLC since 2025. His background includes roles at MBE Wealth Management, LLC, Cuna Mutual Group, CUNA Brokerage Services, Inc., and Wea Investment Services, Inc. Outside of advising, he is president of Strictly Sonny, LLC, and serves on the boards of SSM Health St. Clare Hospital and Blood Cancers United. Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, financial planning, and retirement plan services to high-net-worth individuals, trusts, estates, and businesses. The firm tailors investment advice to client objectives and offers specialized programs such as the Compound Incubator for equity compensation guidance, alongside affiliated tax and accounting services and dedicated Family Office offerings.