Resonant Capital Advisors, LLC

Thomas Marini is a financial advisor at Resonant Capital Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Bank, MACC Fund, and Ironwood Drive. Outside of his advisory role, Marini serves as a board member for Pine River Pre-Pack, Inc., a company providing services to the cheese industry, and consults for Borgman Capital, a lower middle market private equity firm. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm offers comprehensive financial planning and investment management through a five-part investment framework, combining active and passive strategies, and is notable for its affiliated accounting and tax advisory business.

Bradley O’Loughlin is a CFP® and ChFC® with 10 years of industry experience. He has worked at Resonant Capital Advisors, LLC since 2018 and previously at Heck Capital Advisors from 2016 to 2018. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual and high-net-worth clients, families, institutions, and retirement plans. The firm offers financial planning, investment management, and consulting services, employing a tailored investment process that combines active, passive, and factor strategies with an emphasis on bottom-up equity selection and higher-quality fixed income.

Logan Knecht is a CFP® with four years of industry experience, currently serving as a financial advisor at Resonant Capital Advisors, LLC. Prior to joining Resonant, he worked at Ameriprise Financial Services and held multiple roles at the University of Wisconsin - Madison. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework combining active, passive, and factor-based strategies, and is notable for its affiliated accounting and tax advisory business staffed by CPAs.

Colton Tubbs is a financial advisor at Resonant Capital Advisors, LLC with a Series 65 credential and less than one year of industry experience. Prior to joining Resonant, he held roles at Lake Ridge Bank and worked in education for six years. Resonant Capital Advisors manages approximately $2.95 billion for individuals, families, institutions, and retirement plans. The firm offers financial planning, investment management, and consulting services, using a tailored investment process that combines active, passive, and factor strategies based on client risk tolerance and forward-looking market assumptions.

Isaac Gard is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Resonant Capital Advisors, he worked at Goldstein Advisors for two years. Resonant Capital Advisors manages approximately $2.95 billion for individual and high-net-worth clients, families, institutions, and retirement plans. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, employing a tailored investment approach that blends active, passive, and factor strategies with an emphasis on manager due diligence and alternative investments.

Daniel Blake is a financial advisor with Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 designation and seven years of industry experience. He has been with Resonant Capital Advisors since 2018 and previously worked at Healthx Ventures for three years. Outside of his advisory role, Blake serves as a director for Forest Data Network, LLC, an online publication focused on the forestry industry. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients, including pension plans and insurance companies. The firm employs a five-part investment framework and combines bottom-up equity selection with a blend of active, passive, and factor-based strategies, supported by affiliated accounting and tax advisory services.

Samantha Williams is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential with two years of industry experience. She has worked at Resonant Capital Advisors since 2024 following a decade as a student. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual, high-net-worth, family, institutional, and retirement plan clients. The firm offers customized financial planning and investment management services, employing a mix of active, passive, and factor strategies guided by forward-looking capital markets assumptions.

Richard Thompson is a CFP® and CFA® charterholder with 29 years of experience in the financial industry. He has been with Resonant Capital Advisors, LLC since 2018 and previously worked at First Business Trust & Investments for six years. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individuals, families, institutions, and retirement plans. The firm employs a client-tailored investment process combining active, passive, and factor strategies, with a focus on due diligence and monitoring across various asset classes and alternative investments.

Keturah Cox is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential with five years of industry experience. She previously worked at Trek Financial and Empowered Financial Investments, LLC. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework combining bottom-up equity selection with active, passive, and factor-based strategies, and offers financial planning, investment management, retirement consulting, and family-office advisory services.

Benjamin Dickey is a financial advisor with Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential and 16 years of industry experience. He has worked at Resonant Capital Advisors since 2018 and previously at Madison Investment Advisors, LLC from 2012 to 2018. Outside of his advisory role, he serves as president of a family investment vehicle, Metonga Investment Holdings, LLC. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework and combines bottom-up equity selection with active, passive, and factor-based strategies, supported by an affiliated accounting and tax advisory business.

David Devito is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding Series 63 and Series 65 credentials with 23 years of industry experience. His prior roles include positions at the State of Wisconsin Investment Board and Madison Investment Advisors. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients such as pension plans and insurance companies. The firm employs a five-part investment framework and combines bottom-up equity selection with blended active, passive, and factor-based strategies, supported by affiliated accounting and tax advisory services.

Joshua Zahn is a CFP®, CFA®, and Series 65-registered advisor at Resonant Capital Advisors, LLC with four years of industry experience. He previously worked at Orgel Wealth Management and has taught an Advanced Wealth Management class at the University of Wisconsin-Eau Claire College of Business. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual and high-net-worth clients, families, institutions, and retirement plans. The firm employs a forward-looking investment process tailored to client risk tolerance, blending active, passive, and factor strategies with a focus on bottom-up equity selection and higher-quality fixed income.

Ian Joyce is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 designation with four years of industry experience. He previously worked at Hovde Capital Advisors and First Business Bank before joining Resonant Capital Advisors. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm offers financial planning, investment management, retirement plan consulting, and advisory services, employing a five-part investment framework that integrates bottom-up equity selection with active, passive, and factor-based strategies.

Carlton Dewey is a financial advisor at Resonant Capital Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Kraemer North America for seven years. Dewey also pursued an MBA at the University of Wisconsin from 2021 to 2023. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and various institutional clients, including pension plans and insurance companies. The firm offers a range of services including financial planning, investment management, retirement plan consulting, and family-office advisory, utilizing a five-part investment framework and combining active, passive, and factor-based strategies.

Nathan Alexander is a financial advisor at Resonant Capital Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Resonant, he worked at Visu-Sewer Inc. for four years. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual, high-net-worth, institutional, and retirement plan clients. The firm employs a tailored investment approach that combines active, passive, and factor strategies with emphasis on bottom-up equity selection and higher-quality fixed income, supported by manager due diligence and ongoing monitoring.