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.

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.

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.

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.

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.

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.

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.

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.

Julie Osladil is a financial advisor with Packerland Brokerage Services, Inc. in Kiel, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Packerland Brokerage Services since 2006. Outside of her advisory role, she works as an independent insurance agent, selling long-term care, disability, health, and life insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through various fee-based and brokerage platforms. The firm combines individualized financial planning with discretionary and non-discretionary account management and supports multiple investment strategies and third-party manager oversight.