Cari Domask is a financial advisor with Luedtke & Associates LLC, holding Series 65 and Series 63 credentials and possessing 12 years of industry experience. She has worked at Luedtke & Associates since 2014 and previously was with Commonwealth Financial Network and Princor Financial Services Corporation. Outside of her advisory role, she is a passive owner of Beechwood Financial Services. Luedtke & Associates is an SEC-registered investment adviser that serves individuals, businesses, and plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $248 million in assets for about 470 clients and utilizes a combination of in-house and third-party strategies, including complex tools such as direct indexing and AI-enabled service delivery.

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.

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 at Luedtke & Associates LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience 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 is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm manages approximately $248 million in regulatory assets for around 470 clients, offering a range of investment solutions including separately managed accounts, third-party asset managers, and insurance and annuity products.

Matthew Dirkse is a financial advisor at Plus Group Wealth Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Plus Group Wealth Advisors, he worked at Whistling Straits and held roles in education and retail management. Plus Group Wealth Advisors offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerance, manages approximately $158.9 million in assets, and operates with a four-advisor team from a single office.

Robert Luedtke II is a financial advisor with Luedtke & Associates LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Commonwealth Financial Network and Principal Life Insurance Company, with over three decades advising through his sole proprietorship. Outside of his advisory work, he has been involved in fixed insurance sales and has interests in farming and an inactive racing entity. Luedtke & Associates is an SEC-registered investment adviser serving individuals, businesses, and plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $248 million in assets for around 470 clients, utilizing a combination of discretionary management, third-party asset managers, and strategies such as direct indexing and structured notes.

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.

Ethan Gruenke is a financial advisor with CSP Financial Group LLC in Sheboygan Falls, WI, holding a Series 65 designation and three years of industry experience. Prior to joining CSP Financial Group, he worked at Veritas Financial Services LLC and has also been a fulfillment associate for Iron Supports, a manufacturer of iron brackets and corbels. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.

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 with Merit Financial Advisors based in Sheboygan Falls, WI. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Woodbury Financial Services, and other firms. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed model portfolios overseen by an internal Investment Management team.

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 12 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 works as an independent insurance agent, which may include equity indexed annuities. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to various execution platforms, employing a range of investment approaches tailored by individual advisers and third-party managers.

Nimrod Gauss Samet is a financial advisor with Associated Investment Services, Inc. in Port Washington, WI, holding the Series 66 designation and bringing 22 years of industry experience. He has been with Associated Investment Services since 2007. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions, offering a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management. The firm operates as part of a broader financial services group affiliated with Associated Banc-Corp and delivers advisory services primarily on a non-discretionary basis via the Envestnet/NFS platform.

Mitchell Parker is a financial advisor at Merit Financial Advisors with seven years of industry experience. He holds the Series 66 designation and has previously worked at Safeguard Wealth Management and Morgan Stanley. Outside of his advisory work, he has experience in painting through his involvement with Parker's Painting from 2015 to 2018. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios overseen by an internal Investment Management team and Committee.

Alexander Paltzer is a financial advisor at Merit Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and McCoy Construction and Builders LLC. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal team, allowing for customized portfolio solutions.