Claire Walmer

Michael Greiber is the sole advisor at Greiber Capital Management in Wauankee, WI, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in masonry before founding his advisory firm in 2016. Greiber Capital Management provides portfolio management primarily for individual clients, with services extending to institutional and accredited investors. The firm employs a bottom-up value investing approach focused on public secondary-market instruments and customizes portfolios with client input, utilizing long and short positions as well as derivatives and leverage.

Vincent Marchi is the sole advisor at Marchi Investments LLC in Waunakee, WI. He holds a Series 65 credential and has prior work experience at SquareTrade / Allstate Protection Plans from 2011 to 2024. Marchi Investments LLC provides investment management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental security analysis and modern portfolio theory, focusing on low-cost indexing and long-term strategies with periodic rebalancing and tactical adjustments.

Scott Nelson is the principal of Nelson Financial Services, LLC, an independent advisory firm based in Middleton, WI. He holds Series 63 and Series 65 licenses and has 25 years of experience in the financial services industry, including roles at NFP Retirement, WEA Member Benefits, Amerus, and MassMutual. Nelson Financial Services, LLC offers discretionary investment management and tailored portfolio services primarily to individual clients, including some high-net-worth households. The firm employs long-term, passive asset-allocation strategies using mutual funds, ETFs, stocks, and bonds, with portfolio management guided by Modern Portfolio Theory and regular reviews.

Jeremiah Olson is a financial advisor at Diamond Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including NYLIFE Securities LLC, New York Life Insurance Co, and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he assists individuals with daily tasks such as cleaning and running errands through Papa Pals. Diamond Wealth Partners is an independent registered investment adviser serving a small client base that includes individuals, high-net-worth households, corporations, and other advisers. The firm offers comprehensive financial planning and discretionary portfolio management focused on retirement planning and wealth preservation, operating primarily through a virtual, goal-based planning process.

Shannon Wegner is a CFP® professional with 27 years of industry experience and has been the sole advisor at Wegner Asset Management, LLC since 1998. Based in Middleton, WI, he holds Series 63 and Series 65 licenses. Wegner Asset Management provides discretionary investment management and integrated financial planning to individuals, families, trusts, and estates, managing approximately $68 million across about 51 client relationships. The firm employs a strategic asset allocation approach focused on low-cost, passively managed ETFs and no-load mutual funds, offering fee-only services with quarterly reviews and formal ethics oversight.

Craig Peterman is a CFP® and CFA® with 25 years of industry experience. He has been the sole advisor at Prism Wealth Management since 2016. Prism Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, family foundations, corporations, and retirement plan sponsors. The firm sponsors its own wrap-fee program and offers fiduciary 3(21) plan consulting, managing a range of accounts including institutional relationships and pension/profit-sharing plans.