Cari Domask is a financial advisor with Luedtke & Associates LLC, holding Series 65 and Series 63 designations and bringing 12 years of industry experience. She has worked at Commonwealth Financial Network from 2021 to 2025 and has been with Luedtke & Associates since 2014. Domask is also a one-third passive owner of Beechwood Financial Services. 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 regulatory assets across roughly 470 clients, offering both discretionary and non-discretionary strategies that include separately managed accounts, third-party asset managers, structured notes, cryptocurrency exposure, and AI-enabled service tools.

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 65 and Series 63 licenses and has worked at firms including Commonwealth Financial Network and Principal Securities Inc. Outside of advisory services, he is the owner of A6, LLC, an entity created to hold trademarks, and also has involvement in sharecropping activities through The Ace Unlimited. Luedtke & Associates is an SEC-registered investment adviser serving individuals, businesses, and plan sponsors, managing approximately $248 million in regulatory assets. The firm offers portfolio management, financial planning, and retirement-plan advisory services, utilizing both in-house and third-party strategies, including complex tools such as direct indexing and AI-enabled service delivery.

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.

Austin Summers is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Merit Financial Advisors in Sheboygan Falls, WI, and has also worked at Purshe Kaplan Sterling Investments, LPL Financial, and Cambridge Investment Research. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation with centrally managed portfolios and offers both discretionary and non-discretionary account options through a network of investment adviser representatives.

Brian Andrew is a CFA® charterholder with 20 years of industry experience. He is currently with Merit Financial Advisors and has held previous positions at Johnson Wealth Inc., Johnson Bank, Cleary Gull Inc., 1492 Capital Management, LLC, and Ziegler Capital Management, LLC. Outside of his advisory role, he serves as Chairman of the Investment Committee for Pathway 2 Cures, a venture philanthropy fund focused on private placement investments in start-up bio-tech companies. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation and employs a hybrid investment approach utilizing centrally managed model portfolios alongside third-party managers and sub-advisers.

Casey Mahoney is a CFP® professional with seven years of experience in financial advisory. He is currently with Merit Financial Advisors and has previously worked at Safeguard Wealth Management, UBS Financial Services, and Fidelity Brokerage Services. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios and supports both discretionary and non-discretionary account arrangements.

Andrew Schroeder is a CFA® charterholder with four years of industry experience. He is currently with Merit Financial Advisors and previously worked at Safeguard Wealth Management and Associated Trust. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation with centrally managed portfolios, supported by an internal investment management team and third-party managers.

Paul Jochimsen is a financial advisor with Merit Financial Advisors in Sheboygan Falls, WI, holding a Series 63 designation and over 38 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial LLC, Cambridge Investment Research Advisors, and Morgan Stanley. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs through a network of investment adviser representatives, using a long-term, diversified asset allocation approach managed by an internal investment team and supported by third-party managers and sub-advisers.

Morgan Seidel is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and three years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Woodbury Financial Services INC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed centrally with customizable portfolios, and it offers a range of account options supported by an internal investment team and external sub-advisers.

Donald Hammond is a financial advisor at Merit Financial Advisors in Sheboygan Falls, WI, holding Series 63 and Series 65 credentials with 30 years of industry experience. His prior roles include positions at LPL Financial, Cambridge Investment Research Advisors, Maritime Insurance Group, and Principal Financial Services. Outside of advisory services, Hammond is also licensed as a notary and works as a tax preparer. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual and high-net-worth investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm provides asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, utilizing a long-term, diversified investment approach supported by an internal investment team and third-party managers.

John Brazier is a CFP® with seven years of experience in the financial industry. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Cambridge Investment Research Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through centrally administered model portfolios, supported by an internal investment team, third-party managers, and both discretionary and non-discretionary account options.

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 finance, he has experience running a painting business and held roles at Ohio University. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach managed by internal committees and supports both discretionary and non-discretionary accounts through a network of investment adviser representatives.

Alexander Paltzer is a financial advisor with Merit Financial Advisors in Sheboygan Falls, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Merit, he worked at Purshe Kaplan Sterling Investments and has experience with McCoy Construction and Builders LLC, as well as other part-time roles during his time at UW-Madison. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach supported by an internal management team and sub-advisers, offering customized portfolio solutions and a range of account types.

Joshua Preiss is a financial advisor at Merit Financial Advisors with nine years of industry experience. He holds the CFA® designation and Series 66 license. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial LLC, Cambridge Investment Research, and Voya Financial Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach using centrally managed sleeves and standard model portfolios, supported by an internal investment management team and investment committee.