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.

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.

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.

Robert Luedtke II is the sole advisor at Luedtke & Associates, holding Series 63 and Series 65 designations with 38 years of industry experience. His career includes roles at Commonwealth Financial Network and Principal Life Insurance Company. Outside of advising, he has been involved in fixed insurance sales and has co-ownership interests in farming land. Luedtke & Associates serves individuals, businesses, and retirement plans by providing portfolio management, financial planning, and ERISA plan advisory services. The firm manages approximately $248 million in assets across about 470 client accounts, emphasizing discretionary management supported by third-party strategists and model portfolios.

Jeremy Burri is a financial advisor at Smith Securities LLC with 16 years of industry experience. He previously worked for Veritas Financial for 15 years before joining Smith Securities in 2024. In addition to his advisory role, Burri is an independent contractor for Reliance Accounting and Tax Services, participating in a joint venture under the name Veritax Alliance Group. Smith Securities provides advisory services to individual and high-net-worth clients through portfolio analysis, financial consulting, and referrals to third-party investment advisers. The firm emphasizes long-term trading and tailored recommendations based on fundamental analysis and modern portfolio theory, while conducting due diligence before directing clients to outside managers.

Travis Streblow is a financial advisor at Success Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at American Senior Benefits since 2006, where he spends the majority of his time as a district sales manager involved in insurance sales and services. Success Wealth Management provides discretionary investment management and financial planning to individuals and high-net-worth clients, employing a goal-based, Modern Portfolio Theory approach with regular portfolio reviews and the use of third-party sub-advisors.

Austin Summers is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Merit Financial Advisors since 2022 and currently serves at Purshe Kaplan Sterling Investments. Prior to his advisory roles, he was affiliated with Cambridge Investment Research and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and an Investment Committee, while allowing advisors flexibility in portfolio management.

Brian Andrew is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He is currently with Merit Financial Advisors, joining the firm in 2024 after working at Johnson Wealth Inc. and Johnson Bank for nearly a decade. Outside of his advisory role, he serves as Chairman of the Investment Committee for Pathway 2 Cures, a venture philanthropy fund investing in start-up biotechnology companies. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and committee, while offering a range of financial planning and specialized fiduciary services.

Casey Mahoney is a CFP® professional with six years of industry experience. He currently works at Merit Financial Advisors and previously held roles at Safeguard Wealth Management, UBS Financial Services, and Fidelity Brokerage Services LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee.

Andrew Schroeder is a CFA® charterholder with four years of industry experience. He currently works at Merit Financial Advisors and previously held roles at Safeguard Wealth Management, Associated Trust, and Associated Bank. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves across various investment vehicles, with oversight from a central Investment Management team and Investment Committee.

Paul Jochimsen is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Morgan Stanley. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and Investment Committee.

Morgan Seidel is a financial advisor at Merit Financial Advisors in Sheboygan Falls, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Merit, Seidel worked at several firms including Purshe Kaplan Sterling Investments, LPL Financial, and Woodbury Financial Services. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by a central Investment Management team and Investment Committee.

Donald Hammond is a financial advisor with Merit Financial Advisors in Sheboygan Falls, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial, Cambridge Investment Research Advisors, and Maritime Insurance Group. Outside of advisory services, he is also a notary and works as a tax preparer. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach utilizing model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

John Brazier is a CFP® with six years of industry experience, currently serving as a financial advisor at Merit Financial Advisors in Sheboygan Falls, WI. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Cambridge Investment Research. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a central Investment Management team and an Investment Committee.

Steven Ratajczak is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been associated with Oostburg Financial Services since 2014. In addition to his advisory role, he is an independent insurance agent, which may include offering equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Luke Wendorf is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and PKS Investments. Outside of finance, he has experience working in the hospitality industry at Holidays Pub & Grill and Fast Eddies. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and nonprofit organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by a central Investment Management team and Investment Committee.

Mitchell Parker is a financial advisor at Merit Financial Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Safeguard Wealth Management and Morgan Stanley. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central investment team and flexibility for advisors to customize portfolios.

Julie Osladil is a financial advisor with Packerland Brokerage Services, Inc. in Kiel, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Packerland Brokerage Services since 2006. Outside of her advisory role, she works as an independent insurance agent, selling long-term care, disability, health, and life insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through various fee-based and brokerage platforms. The firm combines individualized financial planning with discretionary and non-discretionary account management and supports multiple investment strategies and third-party manager oversight.

Joshua Preiss is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He is currently with Merit Financial Advisors and has held prior roles at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research, Voya Financial Advisors, and Mersberger Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.