Dennis Crow

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.

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.

Christopher Kline is a financial advisor at Capstone Wealth Management Corp. in Baraboo, WI, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capstone since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical adjustments based on monetary measures, valuations, and investor sentiment, managing portfolios with a range of securities and various investment strategies.

Jonathon Jordan is a CFP® and Series 66-licensed advisor at Stone Pillars Wealth Management with 17 years of industry experience. His prior roles include positions at Merrill Lynch and Walkner Condon Financial Advisors. Outside of his advisory work, he serves as a partner and business and finance advisor to a men's health telemedicine company and a disabled veteran-owned commercial construction firm. Stone Pillars Wealth Management provides fee-based investment advisory and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental and cyclical analysis and offers a range of investment instruments, including options-based strategies and structured products.

Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.