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.

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.

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.

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.

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.

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 Plymouth, WI, holding a Series 65 designation and three years of industry experience. Prior to joining CSP Financial Group, he held roles at Veritas Financial Services and operates as a fulfillment associate for Iron Supports, a company producing 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’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often employing third-party managers such as Matson Money.

Travis Streblow is a financial advisor at Success Wealth Management LLC in Plymouth, WI, holding a Series 65 designation with two years of industry experience. He also has a long-standing career as a district sales manager with American Senior Benefits since 2006, where he spends most of his professional time. Success Wealth Management LLC serves individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm employs Modern Portfolio Theory to tailor asset allocation based on client goals and risk tolerance and incorporates technology to support its services, while investment decisions are not made using AI.

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.

David Talbot is a CFP® and Series 66 holder with 20 years of industry experience. He has been with Concorde Asset Management, LLC since 2019 and has prior experience with firms including Woodbury Financial Services and Jasen Wealth Advisors. Outside of his advisory role, Talbot helps host a weekly online radio show aimed at financial and insurance professionals and consults families on college financial planning through The Silbernagel Group, Inc. He is also involved in charitable activities with the Knights of Columbus. Concorde Asset Management serves a diverse client base including high-net-worth individuals, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers, employing model-based and individualized portfolio strategies across multiple platforms.

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 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.