Teresa Mcalpine is a financial advisor with LPL Financial and holds a Series 66 credential. She has 13 years of industry experience, including prior roles at INVEST Financial Corporation and Threshold Compass Strategies, Inc., where she currently provides financial planning and consulting services. Teresa is also the author of a book titled "Financial Wealthstyle Archetypes." LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Pamela Otten is the principal of Pamela Otten LLC, an independent financial advisory firm based in Sheboygan, WI. She holds Series 63 and Series 66 licenses and has 16 years of industry experience. Since 2011, she has operated her own firm. Outside of financial advising, Pamela serves as a religious pastor at Renew Ministries. Pamela Otten LLC provides fee-only financial planning and wealth coaching to individuals, couples, and business owners, focusing on stewardship-based objectives. The firm employs an academic, passive investment approach using low-cost, globally diversified mutual funds and ETFs, typically implemented through unaffiliated sub-advisors and money managers.

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.

Randall Miller is a financial advisor at Financial Planning Center with 40 years of industry experience. He holds Series 63 and Series 66 credentials. Outside of finance, he worked part-time as a respiratory therapist at Waukesha Memorial Hospital and St. Francis Hospital from 2008 to 2013. Financial Planning Center provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, businesses, pension plans, and other advisers. The firm uses a total-return, diversified asset-allocation approach with an emphasis on yielding securities and manages client assets on a non-discretionary basis.

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.

Brent Neis is a financial advisor with Plus Group Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Plus Group Wealth Advisors since 2019 and previously held roles at Securities America Advisors, Inc. and Securities America, Inc. Since 2000, he has operated as a sole proprietor providing fixed insurance sales. Plus Group Wealth Advisors, LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and businesses. The firm manages approximately $137 million across about 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.

Joy Heinen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at H.C. Denison Co. She has been with H.C. Denison Co. in various capacities since 2003. H.C. Denison Co. provides portfolio management services to individuals, charitable organizations, and business entities, often managing accounts on a discretionary basis. The firm employs a mix of analysis methods and typically follows a long-term trading approach while tailoring investment strategies to each client’s risk tolerance.

Marlo Testwuide is a CFP® with 11 years of experience, currently serving at H.C. Denison Co. in Sheboygan, WI. She also holds Series 63 registration and is an independent licensed insurance agent. Outside of her advisory role, Marlo serves as Treasurer of the Business Improvement District: Harbor Centre, a community organization that supports local business initiatives and downtown events. H.C. Denison Co. provides portfolio management services to individuals, charitable organizations, and business entities, using a variety of analysis methods and typically managing accounts on a discretionary basis. The firm focuses on a range of investment products and documents risk tolerance while reviewing accounts regularly.

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.

Jay Lauer is a financial advisor at Plus Group Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Securities America Advisors, Inc. and Securities America, Inc. He also owns a separate business, Jay Lauer's 680 Main Street Building, LLC. Plus Group Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to individuals, charitable organizations, and business entities. The firm manages approximately $137 million and tailors portfolios based on client goals, time horizon, and risk tolerance using both fundamental and technical analysis.

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.

Matthew Dirkse is a financial advisor with Plus Group Wealth Advisors, LLC and holds a Series 65 designation. He has one year of experience in the industry, having joined Plus Group Wealth Advisors in 2025. Prior to this, he worked at Whistling Straits and held roles in education and retail. Plus Group Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and business entities. The firm manages approximately $137 million across about 484 client relationships, tailoring portfolios to clients’ goals, time horizons, and risk tolerances.

Robert Kuehl is a CFP® with 33 years of industry experience currently serving at H.C. Denison Co. in Sheboygan, WI. He has been with H.C. Denison Co. since 1992. In addition to his advisory role, he is an independent licensed insurance agent. H.C. Denison Co. provides portfolio management services to individuals, charitable organizations, and business entities, employing a variety of analytical methods and typically managing accounts on a discretionary basis. The firm’s offerings include mutual funds, fixed income, real estate funds, annuities, equities, ETFs, and certain non-U.S. securities.

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.

David Kabat is the managing member of Kabat Advisory Group, LLC in Sheboygan, WI, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kabat Advisory Group since 2014, previously affiliated with Supreme Alliance LLC and Kabat Equity Group, Inc. In addition to his advisory role, Kabat serves as president of Kabat Financial Services, providing insurance products to property and casualty clients. Kabat Advisory Group offers personalized financial planning and consulting to individuals and various entities, focusing on tailored advice that incorporates fundamental, technical, and cyclical analysis along with cash-flow, tax, and estate considerations. The firm primarily acts as a referral and liaison to third-party money managers rather than providing discretionary portfolio management.

James Testwuide is a financial advisor with H.C. Denison Co. and holds Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with H.C. Denison Co. since 1984. In addition to his advisory role, he serves on the boards of Torginol Incorporated, Aldag Honold, and Commerce State Bank and Commerce Financial Holdings. H.C. Denison Co. provides ongoing portfolio management to individuals, charitable organizations, and business entities, using a variety of analysis methods and typically managing accounts on a discretionary basis. The firm offers advice primarily on mutual funds, fixed income, real estate funds, annuities, equities, ETFs, TIPS, and certain non-U.S. securities.

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.

Thomas Volkmann is a financial advisor at Plus Group Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Plus Group Wealth Advisors since 2021. Prior to his advisory role, he was a full-time student for ten years. Plus Group Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and business entities. The firm manages approximately $137 million across 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.

Elizabeth Brotz is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at One Wealth Advisors, LLC since 2022 and has prior experience in retail and jewelry businesses. One Wealth Advisors provides holistic wealth management services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes long-term investment strategies combined with personalized financial life plans that integrate tax-aware decisions and diversified asset allocations.

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.