David Kabat

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 of Pamela Otten LLC, an independent financial advisory firm based in Sheboygan, WI. She holds Series 63 and Series 66 licenses and has 16 years of industry experience. Since 2011, she has operated her own firm. Outside of financial advising, Pamela serves as a religious pastor at Renew Ministries. Pamela Otten LLC provides fee-only financial planning and wealth coaching to individuals, couples, and business owners, focusing on stewardship-based objectives. The firm employs an academic, passive investment approach using low-cost, globally diversified mutual funds and ETFs, typically implemented through unaffiliated sub-advisors and money managers.

Jonathan Dudzinski is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at The Olympia Group LLC, an independent firm he joined in 2023. His prior experience includes roles at LPL Financial, Merit Financial Group, and Cambridge Investment Research Advisors. Outside of his advisory work, he serves on the board of UW Oshkosh and is a finance committee member for the Oshkosh Area Community Foundation; he is also involved in beekeeping through his ownership of Bee Bella LLC and managing Lotnix LLC. The Olympia Group provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and institutions, offering customized investment policy statements and sub-advisory services to other registered investment advisers. The firm combines quantitative screening with fundamental analysis and employs a variety of investment strategies, including long and short trading, options, margin, and short sales, while maintaining a small client roster and specialized institutional mandates.

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.

Cari Domask is a financial advisor at Luedtke & Associates with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Network and Princor Financial Services Corporation. Domask is a passive owner of Beechwood Financial Services. Luedtke & Associates serves individuals, businesses, and retirement plans by providing portfolio management, financial planning, third-party asset manager selection, and ERISA plan advisory services. The firm manages approximately $248 million in assets across about 470 client accounts, primarily on a discretionary basis, and employs third-party strategists and platforms to implement and rebalance investment strategies.

Joy Heinen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at H.C. Denison Co. She has been with H.C. Denison Co. in various capacities since 2003. H.C. Denison Co. provides portfolio management services to individuals, charitable organizations, and business entities, often managing accounts on a discretionary basis. The firm employs a mix of analysis methods and typically follows a long-term trading approach while tailoring investment strategies to each client’s risk tolerance.