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Corbin M

Series 63, Series 65

Madison, WI

Walleye Partners LLC

Corbin Mcguire is a financial advisor at Walleye Partners LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Artisan Partners Limited Partnership, Heartland Advisors, Inc., and ALPS Distributors, Inc. Outside of his advisory role, he serves as a head coach at University School of Milwaukee. Walleye Partners LLC provides investment advisory services primarily to individual and high-net-worth clients through discretionary managed accounts and oversight of third-party sub-advisors. The firm focuses on tailoring investment strategies to client objectives and risk tolerance, incorporating methods such as dollar-cost averaging and technical analysis.

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Matthew G

CFA®, Series 66

Madison, WI

Walleye Partners LLC

Matthew Goetzke is a CFA® charterholder with 26 years of industry experience. He is currently with Walleye Partners LLC and previously worked at Mendota Financial Group, LLC, Filbrandt Investment Advisers Incorporated, and Vestor Capital Securities, LLC. He serves on the board of Madison Ice Inc., a nonprofit that owns and operates ice rinks in Madison, WI. He is also involved with KUMADA, LLC, an entity established to aggregate personal investments among partners. Walleye Partners LLC is an SEC-registered adviser serving individuals and high net worth clients with personalized portfolio management and asset allocation strategies. The firm employs varied investment approaches tailored to client objectives and manages approximately $276.7 million in client assets.

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Brian D

PFS™, Series 63, Series 65

Madison, WI

Walleye Partners LLC

Brian Donley is a financial advisor at Walleye Partners LLC in Madison, WI, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including 14 years at Mendota Financial Group, LLC. Donley is also a member of another advisory firm and part-owner of a venture capital vehicle that charges performance-based fees to accredited investors. Walleye Partners LLC provides investment advisory services to individual and high-net-worth clients, focusing on discretionary managed accounts and oversight of third-party sub-advisors. The firm’s investment process aligns asset allocation and strategies with clients’ objectives, time horizons, and risk tolerances, incorporating techniques like dollar-cost averaging and technical analysis.

Annuities
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