Riley Ege is a financial advisor with LPL Financial in Sheboygan, WI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. His prior firms include Wisconsin Advisors, Riverstone Wealth Partners, Commonwealth Financial Network, and INVEST Financial Corp. He also serves as a notary in Sheboygan. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of delivery options supported by in-house research and combines advisory operations with various non-advisory product activities.

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 advisor at Pamela Otten LLC, an independent firm based in Sheboygan, WI. She holds Series 63 and Series 66 licenses and has 17 years of experience in the financial industry. Since founding her firm in 2011, she has also served as a religious pastor at Renew Ministries, where she is involved in worship planning and pastoral care. Pamela Otten LLC serves individual investors, couples, business owners, and retirement and trust accounts with a focus on long-term, stewardship-oriented financial planning. The firm emphasizes investor education and employs a passive, low-cost investment approach based on Modern Portfolio Theory, arranging portfolio management through third-party money managers rather than managing portfolios in-house.

Jonathan Dudzinski is a CFA® charterholder with 11 years of industry experience. He is the principal advisor at The Olympia Group LLC, an independent firm he has been with since 2023. Prior to that, he held roles at LPL Financial, Merit Financial Group, Cambridge Investment Research Advisors, and Carl M. Hennig Inc. Outside of advising, he serves on the finance committee of the Oshkosh Area Community Foundation and the board of the University of Wisconsin Oshkosh. The Olympia Group LLC provides discretionary portfolio management, sub-advisory services, and research consulting to individuals, high-net-worth investors, and institutional clients. The firm employs a concentrated, all-cap global equity strategy focused on small- and micro-cap companies with durable competitive advantages, using fundamental analysis and proprietary scoring methodologies.

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.

Joy Heinen is a CFP® professional with 19 years of experience in the financial industry. She is affiliated with H.C. Denison Co., where she has worked since 2003. H.C. Denison Co. provides portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm applies a variety of analytical methods and typically maintains a long-term trading approach across diversified asset classes.

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 with 18 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 her involvement with Hartland Investment Properties LLC. Veritas Financial Services provides financial planning, consulting, and advisory services to individual and institutional clients. The firm recommends third-party money managers, emphasizing passive management grounded in Modern Portfolio Theory and the Efficient Markets Hypothesis, and conducts regular client account reviews while monitoring third-party manager performance.

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.

David Kabat is a financial advisor at Kabat Advisory Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been involved in financial services through multiple entities since 1998. In addition to his advisory role, he is president of an insurance business providing property and casualty products. Kabat Advisory Group, LLC offers personalized financial planning and consulting to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm conducts public educational seminars and refers clients requiring investment management to third-party money managers, acting as a liaison without discretionary trading authority or custody of assets.

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 with Smith Securities LLC, holding the Series 63 and Series 65 designations and bringing 17 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 serves as an independent contractor for Reliance Accounting and Tax Services, LLC, involved in a non-investment accounting and tax business under the Veritax Alliance Group name. Smith Securities LLC provides advisory and consulting services to individual and high-net-worth clients, as well as retirement-plan sponsors. The firm offers portfolio MRI analysis, financial consulting including tax and insurance planning, and retirement-plan consulting, directing investment management to third-party advisers and Matson Money while providing clients with quarterly reports.

Elizabeth Brotz is a CFP® professional at One Wealth Advisors, LLC with four years of industry experience. Before joining One Wealth Advisors in 2022, she worked in various roles including at Lorien Powers Studio Jewelry and KMI. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans through comprehensive wealth management and financial planning. The firm uses a primarily long-term investment approach with the ability to make tactical adjustments and offers diversified portfolio management, including private and public concentrated stock strategies.

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.

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.

Wendi Lucarelli is a Series 66 licensed advisor with 21 years of industry experience. She has been with Associated Investment Services, Inc. since 2010 and previously worked at Tork Properties for 18 years. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating mostly on a non-discretionary basis.

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.